Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

What licenses are CE credits earned at The Financial Advisor Symposium eligible for?

April 26, 2017advisor ce Credits earned eligible financial licenses symposium

0

10 Posted

What licenses are CE credits earned at The Financial Advisor Symposium eligible for?

1 Answer

0

10 Posted

• CFP – The Financial Advisor Symposium has been approved for a total of 16.5 CE credits by the CFP Board of Standards. Please see below for the list of sessions with CE credits approved. • ChFC – According to the PACE Recertification of the American College, Society of Financial Service Professionals. What courses are NOT eligible for CE credits (for CFP, CLU, ChFC, RHU, REBC licensees only)? Courses on public accounting, computer hardware/software, marketing, practice management, sales, or specific company or product presentations are not eligible for CE credits. Can I earn CE credits towards my CPA state license renewal? Each state has its own requirements for CE credits eligibility. Because of The Financial Advisor Symposium audience’s national composition and our staffing constraints, we are unable to research each state’s criteria and apply for CE credits to each of the 50 states. Can I earn CE credits towards my Series 7, Series 63, or other securities license renewal? No, you c