CONTINUING EDUCATION INFORMATION

The Western Pension and Benefits Council Chapter meetings offers CE credits for the following:

  • Actuaries
  • ASPPA
  • Attorney (CLE)
  • California CPA
  • Enrolled Retirement Plan Agent (ERPA)
  • Joint Board of Actuaries (JBEA)
  • NIPA

There is a General Certificate of Attendance that is provided so a member may submit for other industries.

To receive CE credit, attendees must sign the CE attendance verification. CE Certificates will be available of the meeting.

If the attendee wish’s WPBC to report to the IRS their ERPA CE credit, then the attendee will need to provide their PTIN. 

For financial advisors the following is how you can apply WPBC chapter meetings to satisfy AIF®, AIFA® and CFP CE.

AIF® and AIFA® - To receive credit for up to 2 hours of CE, login to www.fi360.com and enter the designee portal.  Select CE Home, then Non fi360 Produced CE.  Complete the on-line form and submit.  You are required to keep copies of the presentations and materials available.

CFP - CFP Board considers Live Programs to be educational sessions in which the instructor or discussion leader is conducting the program in real-time; the instructor or discussion leader and students are engaged in the educational program at the same time.

·        Examples (non-inclusive): in-person sessions, seminars, sessions at conferences, panel sessions at conferences, structured discussion groups, live webinars, teleconferences, and college/university courses.

CE for Live Programs will be granted in an initial unit of at least one-hour (minimum of 50 minutes constituting one class hour), with half-hour increments accepted after the initial one hour has been satisfied. Total hours will be rounded down to the last full half hour.

·        For example, a 75-minute program equals 1.5 credits. Partial credit may be claimed for those portions of programs that cover material from the accepted subject topics. For example, three hours of CE credit may be claimed for a six-hour program that covers accepted topics during only half of the program.

Required Documentation for Manually Reported CE
Non-registered live programs submitted for review require the following documentation before a review will be begun:

·        $25.00 processing fee per course

·        Certificate of Completion/Attendance or unofficial transcript showing successful completion of program

·        Brochure, program outline or program description from the program provider (with actual dates and times), timed agenda or verification of classroom hours attended (minus lunches, breaks, and examination time)

- See more at: http://www.cfp.net/for-cfp-professionals/continuing-education/continuing-education-policies#3

 

 

 

Western Pension & Benefits Council Sacramento Chapter

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