Fi360 Training – CE Eligibility

Fi360, Inc is registered as a sponsor of continuing professional education with the following organizations. The number of credit-hours approved for Fi360, Inc trainings are listed below.  

 

CFP Board of Standards1 (CFP designation)
AIF Self-Paced Online Training 7 hours
AIF Capstone Training 15 hours
AIFA Designation Training 11 hours
PPC Self-Paced Online Training Not Eligible
PPC Classroom Training 12 hours
Fiduciary Essentials of Defined Contribution Plans (Online) Not Eligible
Fiduciary Essentials for Advisors Not Eligible

 

IMCA2 (CIMA, CIMC and CPWA designations)
AIF Self-Paced Online Training 14 hours
AIF Capstone Training 22 hours
AIFA Designation Training 23 hours
PPC Self-Paced Online Training Not Eligible
PPC Classroom Training Not Eligible
Fiduciary Essentials of Defined Contribution Plans (Online) Not Eligible
Fiduciary Essentials for Advisors Not Eligible
 

 

NASBA (CPA designation)
AIF Self-Paced Online Training Not Eligible
AIF Capstone Training 7 hours
AIFA Designation Training 23 hours
PPC Self-Paced Online Training Not Eligible
PPC Classroom Training Not Eligible
Fiduciary Essentials of Defined Contribution Plans (Online) Not Eligible
Fiduciary Essentials for Advisors Not Eligible

 

CFA Institute1 (CFA Institute Charterholders)
AIF Self-Paced Online Training 7 hours
AIF Capstone Training 15 hours
AIFA Designation Training 22 hours
PPC Self-Paced Online Training Not Eligible
PPC Classroom Training Not Eligible
Fiduciary Essentials of Defined Contribution Plans (Online) Not Eligible
Fiduciary Essentials for Advisors Not Eligible

 

Society of Human Resource Management (SHRM)
AIF Self-Paced Online Training Not Eligible
AIF Capstone Training Not Eligible
AIFA Designation Training Not Eligible
PPC Self-Paced Online Training Not Eligible
PPC Classroom Training Not Eligible
Fiduciary Essentials of Defined Contribution Plans (Online) 3 hours
Fiduciary Essentials for Advisors Not Eligible

 

HR Certification Institute (HRCI)
AIF Self-Paced Online Training Not Eligible
AIF Capstone Training Not Eligible
AIFA Designation Training Not Eligible
PPC Self-Paced Online Training Not Eligible
PPC Classroom Training Not Eligible
Fiduciary Essentials of Defined Contribution Plans (Online) 3 hours
Fiduciary Essentials for Advisors Not Eligible

 

1CFP®, CFA and IMCA CE CREDITS WILL BE REPORTED ELECTRONICALLY FOR ALL STUDENTS WHO INDICATE CFP,CFA or IMCA ON THE CE REQUEST FORM THAT ACCOMPANIES THIS LETTER ON THE LAST FRIDAY OF EVERY MONTH. ALL OTHER CE REQUESTS WILL BE PROCESSED WITHIN 10 BUSINESS DAYS OF RECEIPT OF REQUEST. A CERTIFICATE WILL BE SENT TO EACH STUDENT WHO INDICATES THE CPA DESIGNATIONS ON THE CE REQUEST FORM. STUDENTS INTERESTED IN OBTAINING CE CREDITS FOR OTHER DESIGNATIONS/ORGANIZATIONS, CAN SELECT OTHER AND A GENERIC CERTIFICATE WILL BE GENERATED AND SENT WITHIN 10 BUSINESS DAYS. THOSE STUDENTS ARE RESPONSIBLE FOR SUBMITTING THEIR CONTINUING EDUCATION PAPERWORK TO THE RESPECTIVE ENTITIES

2ALL HOURS ARE NON-IMCA SPONSORED.

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