Forum attendees can apply for continuing education credits.
2009 continuing education credits are currently being submitted for approval to the appropriate agencies. As credits are approved, information on this page will be updated.

In prior years, this program was determined to meet the requirements of the Certified Financial Planner Board of Standards Inc. for CFPs continuing education hours. We anticipate this year’s program will as well.

For last year’s (2008) program, the following continuing education hours were approved.

In 2008, the Employee Benefits track met the requirements of the Certified Financial Planner Board of Standards, Inc. for 16.5 continuing education hours.

CTFA Credit Information
In 2008, the Personal Trust track was approved by the ICB for 18 hours of CTFA credit.

CRSP Credit Information
In 2008, the Employee Benefits track was approved by the ICB for 16 hours of CRSP credit.

2009 approval pending with the ICB and CFP Board.

Certified Financial Planner Board of Standards, Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and ®, which is awarded to individuals who successfully complete the initial and ongoing certification requirements.