CE Credits

FPA Retreat 2009, including pre-conference sessions, offers attendees a possible maximum of 21.5 hours of continuing education credit, pending CFP Board approval. 

FPA designs its programs to comply with the principles of good practice accepted by most major professions. FPA will apply for acceptance from

  • CFP Board
  • Society of Financial Service Professionals (SFSP)
  • FPA of Australia Limited's Continuing Professional Development (CPD) Program
  • Investment Management Consultants Association(IMCA)
  • Professional Achievement in Continuing Education (PACE)

CIMA®/CIMC® and CPWASM Continuing Education Hours

Investment Management Consultants Association (IMCA) has approved the FPA Retreat 2009 education program for a maximum of 17 non-IMCA sponsored CIMA/CIMC continuing education hours. Attendees who hold the Chartered Private Wealth AdvisorSM (CPWA) designation can also receive a maximum of 17 continuing education hours. This does include preconference programming. Designees are individually responsible for submitting the non-IMCA CE or CPWA CE submittal forms with proof of FPA sessions attended in order to receive CE credit. Submittal forms may be found on IMCA's Web site, www.IMCA.org.

NASBAFinancial Planning Association is registered with the National Association of the State Board's of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site www.nasba.org.

Method of Presentation: Lecture, Panel and Open Discussion
Level of Learning: Overview
Advance Preparation: None
Prerequisite Knowledge/Experience: None, entry-level introduction is provided
Total Recommended CPE Credits: 21.5 hours (pending)

Receiving Continuing Education Credits

To receive continuing education credit for FPA Retreat 2009, you must complete and turn in a Speaker/Session Evaluation Form at the end of each session you attend. Forms faxed or mailed to FPA after the conference cannot be accepted for credit.

The form must be completely filled out to properly process. Monitors will be posted at each session to keep track of anyone that leaves during the session to ensure that the session is attended for the full duration. If you arrive at a session late or leave the session early, no CE will be awarded for that session.

Reporting Continuing Education Credits

CFP Board CE

FPA will automatically report credits to the CFP Board within four weeks of the conference.

All Other Designations

As the attendee, you are responsible for reporting CE credit for other designations you may hold. You will be notified when you can log on and print a Certificate of Completion (about 4 weeks after the conference) that you can use to report other CE hours.

Questions

Please contact Danielle Hall at 800.322.4237, ext. 7315.


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