ASPPA & Non-ASPPA CE Credit for Examinations
ASPPA & Non-ASPPA CPE Credit for Examinations
ASPPA CPE Credit for ASPPA Examinations
ASPPA CPE Credit for ERPA Examinations & Review Sessions
Non-ASPPA CPE Credit for Examinations
Academic Credit
ASPPA emphasizes the importance of the continuing professional and educational development of its members. ASPPA also recognizes the importance of providing educational opportunities to earn continuing education credit (CPE) for other designations.
Below is a list of educational opportunities to earn ASPPA and non-ASPPA continuing education credits for ASPPA examinations. For information on all opportunities to earn ASPPA continuing professional education credits, click here.
ASPPA CPE Credit for ASPPA Examinations
A candidate can receive ASPPA CPE credit for the ASPPA activities:
- Receive a score of 7, 8 or 9 on any PFC-1, PFC-2, TGPC-2, DC-1, DC-2, DC-3, DB, CPC, or A-4 examination, or a passing grade on the A-1 (EA-1), A-2(EA-2A), A-3 (EA-2B) exams, not previously passed (20 credits/examination). Self-study time for these exams cannot be used for additional CPE credit. Credits will be applied to the cycle in which you receive your grade.
- Receive a score of 5 or 6 on any PFC-1, PFC-2, TGPC-2, DC-1, DC-2, DC-3, DB, CPC, or A-4 examination or a score of 5 on the A-1 (EA-1), A-2(EA-2A), A-3 (EA-2B) examinations, not previously passed (15 credits/examination). Self-study time for these exams cannot be used for additional CPE credit. Credits will be applied to the cycle in which you receive your grade.
- Successfully complete a CPC module (3 credits per module).
- Successfully complete an RPF-1, RPF-2 or TGPC-1 exam (7.5 credits per exam).
ASPPA exams, including those taken to earn the first credential, may be claimed for credits in the two-year CPE cycle in which the grade is issued.
For more information concerning requirements and reporting, please click here.
ASPPA CPE Credit for ERPA Examinations & Review Sessions
An ERPA candidate can receive 20 ASPPA continuing education credits for successful completion of each ERPA exam part; NIPA is offering 15 CPE to credentialed members.
ERPA-SEE Review Sessions are approved for 1 credit per 50 minutes of instruction with a maximum of 15 credits.
Non-ASPPA CPE Credit for Examinations
Successfully completed ASPPA examinations have been approved for Certified Financial Planner (CFP) credit by the CFP Board. Credits through PACE have also been approved for Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations for the successful completion of the following activities:
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Examination
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CFP, ChFC & CLU Credits
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RPF-1 & RPF-2
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15 credits each
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DC-1, DC-2, DC-3, DB
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20 credits each
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PFC-1, PFC-2, C-3, C-4
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20 credits each
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ASPPA will report CFP CPE hours electronically to the CFP Board. CFP® certificants must complete the CFP Candidate Reporting Sheet in its entirety and submit to ASPPA at education@asppa.org after successful completion of an examination.
Please refer to the CFP web site for additional information on reporting and earning continuing education credits. The ChFC and CLU designations are designations awarded by the The American College. Please refer to The American College web site for information on reporting and earning continuing education credit.
ASPPA conferences also provide an opportunity to earn CFP, ChFC, CLU and NASBA credit. Please refer to the conferences web page for information on the number of credits.
Academic Credit
Most ASPPA examinations have been recommended for college credit by the American Council on Education (ACE). For information on specific examination recommendations, click here.
Questions? Please e-mail education@asppa.org.