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The
Financial Planning Association of Hampton Roads is registered with the CFP
Board as a CE sponsor and intends to register all
programs advertised as CE programs with the CFP Board and award CFP®
CE credit for them. These programs will be denoted as "CFP®
CE credit applied for", "has been accepted by the CFP Board for CFP®
CE credit", or "CFP®
CE credit has been granted by the CFP Board". Satisfactory
completion of our CE programs is reported electronically for CFP® licensees who request CFP®
CE credit on their registration form. When reporting CE,
the attendees social security number and CFP®
license number must be cited. If you fail to ensure we
have accurately recorded these two numbers, you may not receive CE credit by the CFP Board. Consult the booklet CFP®
Certification: Policies, Renewal Requirements and Continuing Education
Standards for more information. This booklet may be downloaded from
the CFP Board's website, www.cfp-board.org.
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We may also register some CE programs for Virginia Life Insurance CE credit.
These programs will be denoted as "Va. Life Insurance CE credit
(approval pending)", or "approved for Va. Life Insurance CE credit".
Persons who satisfactorily complete CE programs approved for Virginia Life
Insurance CE will receive Virginia Life Insurance CE credit.
Virginia Life Insurance CE credit is reported electronically. CE credits reported for the
2009-2010 and later biennia may be reviewed at the
Pearson VUE
website.
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CE programs approved for Virginia Life Insurance
CE credit will be denoted as either "Non-Company/Non-Agency" or
"Company/Agency". No more than 75% of credits towards
compliance may be "Company/Agency" courses and at least two
credits must be "laws and regulations" credits. All facets
of the Virginia Insurance continuing education program are administered by
Pearson VUE in partnership with Sircon. License holders may view
Virginia Insurance continuing education requirements at the
Pearson VUE
website.
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In
order to be at all times honest, correct, and efficient, we administer
CE programs in accordance with CFP Board and Virginia Insurance Commission requirements.
We
are legally and ethically bound to adhere strictly to requirements for
monitoring attendance and awarding CE credit. Please
do not impugn our character or call your own into question by asking us to
turn a blind eye or make exceptions to the rules.
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Virginia Life
Insurance CE credit is awarded for specific programs of specified credit
hours duration. There is no
option to award partial credit for attending a partial program.
Thus, if
you arrive after a program begins or leave before a program ends, we have no
alternative but to deny Virginia Life Insurance CE credit.
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Credit
hours for CFP®
CE are somewhat more flexible than for Virginia Life Insurance.
CFP®
CE credit may be awarded in a minimum quantum of one hour with additional
half-hour increments. Thus, partial credit may be available if you
have attended at least one hour of a CFP®
CE credit accepted program.
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SPECIAL
PROCEDURES FOR THE ANNUAL CONTINUING EDUCATION SYMPOSIUM
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Virginia Life
Insurance CE credit -- To accommodate people who may be unable to attend
the entire symposium, we go to added effort and expense to obtain Virginia
Life Insurance CE approval separately for the before-lunch and the after-lunch portions.
Thus, if you cannot attend the entire day, you may still receive
Virginia Life Insurance CE credit for the morning hours or the
afternoon hours -- provided you attend the entire morning block or entire afternoon block.
Partial credit is not permitted by the Virginia Insurance Continuing
Education Board.
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CFP®
CE credit -- If you fail to attend the full morning block or afternoon block,
the CFP Board permits us to award you CFP®
CE credit for the hours you attend. Credit
may be awarded in half-hour increments with a minimum award of one hour.
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In
order to correctly prepare your CE report, we ask that you indicate
when registering whether you seek Virginia Life Insurance CE
credit, CFP®
CE credit, or both. To avoid
delaying your checkout, please advise our Registrar if you will not attend
the full day's sessions so the proper notations may be made.
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OTHER CE CREDIT:
PACE, CPA, and Enrolled Agent |
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FPA Hampton Roads does not attempt to qualify it's continuing education
programs for award of CE credit for other professional credentials or
certifications. However, most of our Virginia Insurance continuing
education programs may satisfy the requirements for the PACE, CPA, and
Enrolled Agent continuing education programs. Please consult the
specific requirements of the governing body for the credit you seek to
determine the applicability to those program requirements. PACE
continuing education requirements are set by The American College and may be
consulted at their
website.
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