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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 to the CFP
Board for CFP® licensees who request CFP®
CE credit on their registration form. When reporting CE completion,
FPA Hampton Roads cites the attendees social security number and CFP®
license number to the CFP Board. If you fail to ensure FPA Hampton Roads
has accurately recorded these two numbers, you may not receive proper credit of CE
to your account 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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FPA Hampton
Roads 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 credit will receive Virginia Life Insurance CE credit.
Optical scan completion certificates are no
longer awarded for Virginia Life Insurance CE courses; you will receive a
plain-paper completion certificate in the mail. CE credit is reported
electronically. Virginia Life Insurance license holders will receive a
"Virginia Insurance Continuing Education Information
Handbook" in the mail from the Virginia Insurance Continuing Education
Board which outlines procedures license holders must follow to
certify completion of their CE requirements.
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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. Complete
Virginia Life Insurance CE requirements are detailed on the following
website: www.prometric.com.
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In
order to be at all times honest, correct, and efficient, we administer our
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 certificates are 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 a
Virginia Life Insurance CE certificate 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 certificate, 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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