CPE Guidelines for ASPPA-sponsored Activities

ASPPA Conferences (NEW reporting requirements)

• Submit an attendance verification form on-site at the end of each ASPPA conference session attended to obtain CPE credits. This requirement includes conferences co-sponsored by ASPPA (e.g., Western Benefits Conference) or its affiliates (e.g., NTSAA).

 
ASPPA Web-based Education (NEW webcast pricing)

• Register for an ASPPA webcast, webinar, podcast or webcourse and complete the required CPE verification process.
  • Individually attended live and recorded webcasts: Connection time tracked automatically by ASPPA (login/logout).
  • Classroom Setting live and recorded webasts: Appropriate fees paid and attendee roster verified by ASPPA member and submitted to ASPPA office.
  • Individually attended recorded webcourses: Pass the accompanying online assessment to earn CPE.
  • Classroom Setting recorded webcourses: Appropriate fees paid and attendee roster* verified by ASPPA member and submitted to ASPPA office.

ASPPA, Enrolled Actuary and ERPA-SEE Examinations

• Receive a score of 7, 8 or 9 on any PFC-1, PFC-2, DC-1, DC-2, DC-3, DB, CPC, TGPC-2 or A-4 examination, or a passing score on the ERPA-SEE, A-1 (EA-1), A-2 (EA-2A) or A-3 (EA-2B) examination not previously passed and receive 20 CPE credits per examination. ASPPA examinations, including those taken to earn the first credential, may be claimed for credits in the CPE cycle in which the score is issued. Self-study time for these examinations cannot be used for additional CPE credit.
• Receive a score of 5 or 6 on any PFC-1, PFC-2, DC-1, DC-2, DC-3, DB, CPC, TGPC-2 , A-1 (EA-1), A-2 (EA-2A), A-3 (EA-2B) or A-4 examination not previously passed and receive 15 CPE credits per examination. Credits will be applied to the CPE cycle in which the score is issued. Self-study time for these examinations cannot be used for additional CPE credit.
• Successfully complete the Retirement Plan Fundamentals Course (RPF-1 and RPF-2 examinations) or receive a passing score on the TGPC-1 examination (7.5 CPE credits per examination). ASPPA examinations, including those taken to earn the first credential, may be claimed for credits in the CPE cycle in which the score is issued.
• Receive a passing score of 70% on any CPC topical educational module (20-question online examination) and receive 3 CPE credits.

Other ASPPA Sponsored Activities

• Attend a local ASPPA Benefits Council (ABC) meeting. Program outline and attendee roster* verified and submitted to ASPPA office by designated ABC representative. Written attendance verification retained by ASPPA member for two years.
• Successfully pass The ASPPA Journal Continuing Professional Education Quiz (1-3 CPE credits).
• Attend a weekend Enrolled Actuary review course (up to 25 CPE credits).  

For further information on CPE credits earned for ASPPA-sponsored activities, please contact the ASPPA Customer Support department at customersupport@asppa.org or 1.800.308.6714 / 703.516.9300.