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
For other industries, we provide a General Certificate of Attendance.
IMPORTANT:
To receive CE credit, attendees must sign the CE attendance
verification. CE Certificates will be available at the meeting, or
emailed after the meeting.
ERPA If the attendee wish’s WPBC to report to the IRS their ERPA CE credit, then the attendee will need to provide their PTIN.
Financial Advisors 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)
