The College for Financial Planning is a registered State Insurance Continuing Education (CE) Sponsor in all states that require sponsor registration. Only select courses are registered with the state insurance departments.
Click here for a list of courses and the applicable CE credit as registered with state insurance departments. All courses are registered as self-study credit unless otherwise noted.
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Requests for state insurance CE credit must be made at the time you enroll in a course. Upon enrollment you will be prompted to provide your national producer number (NPN) and state insurance license number (license number). Within 10 days of your successful completion of the course, the College will report the applicable state insurance CE credit on your behalf with the state(s) you have selected provided you have furnished accurate information including any required affidavits and you have complied with both the College’s and your state’s rules, requirements and procedures.
It is your responsibility to understand and comply with your state insurance department’s rules, requirements and procedures including, but not limited to, proctor and affidavit requirements. The College will not be held responsible for a department’s denial of CE credit or the College’s inability to report the CE credit because of your non-compliance with the agency’s and/or the College’s rules, requirements and procedures.
If you are currently enrolled in a course and want state insurance CE credit reported to a state but did not select state insurance CE when registering, please contact our Student Services Center at 800-237-9990.
Requesting State Insurance Credit After Completing the Course
If you initially declined state insurance CE credit at the time you enrolled in a course and later decide you want credit, download the Request for CE Credit form and send it to the College WITHIN ONE WEEK OF PASSING YOUR EXAM. A processing fee of $45 is assessed for all requests for state insurance CE credit submitted after completion of the course. The College for Financial Planning does not accept responsibility for credits rejected by the state due to untimely or incomplete submission of the Request for CE Credit form to the College.
If you are an employee of Edward Jones and you are in the AAMS® or CFP Certification Professional Education Program, download the Edward Jones CE Request Form.
If you have any questions regarding the following information or are unable to access any of the links, forms, or charts mentioned, please contact our Student Services Department at 1-800-237-9990 or via e-mail.
It is recommended that students use a Prometric, PSI, or ISO Quality Testing center for all College for Financial Planning examinations. Prometric, PSI, and ISO Quality Testing centers satisfy most states' and the College for Financial Planning's definition of a disinterested third party proctor*. If you choose not to take your examination at a testing facility, you must arrange for your own disinterested third party to serve as your proctor or monitor.
Affidavits are signed electronically as part of the online testing system. Please see below for exceptions:
Arkansas — A state-specific affidavit must be used. Prometric testing facilities are NOT approved for AR state insurance CE. PSI and ISO Quality Testing centers ARE approved.
New York— A state-registered monitor, Prometric or PSI testing facility must be used. A state-specific affidavit must also be used. ISO Quality Testing centers are NOT approved monitors for NY state insurance CE. Click here for a NY state-specific affidavit form, a list of registered monitors in New York and a monitor registration form.
Arkansas and New York residents: PRINT OUT THE AFFIDAVIT FORM AND TAKE IT WITH YOU TO THE TESTING CENTER. BOTH YOU AND THE PROCTOR MUST SIGN THE AFFIDAVIT. Send the signed affidavit form to firstname.lastname@example.org or fax to 602-626-2466 WITHIN A WEEK OF PASSING THE FINAL EXAM.
CE CREDIT CANNOT BE REPORTED TO ARKANSAS OR NEW YORK UNTIL SIGNED AFFIDAVITS ARE RECEIVED.
*A monitor or proctor is a disinterested third party (DTP) who serves witness that you have satisfied the requirements of your course and testing procedures in an ethical manner. The proctor must be someone with whom the examinee has no business or family relationship. Business relationship is further defined as working within the same company regardless of physical location, title, or position. A proctor cannot be a currently enrolled student in any College for Financial Planning courses.