Fi360 Designations offers our designees many CE opportunities with the Broadridge Webinars, CE Catalog, and our annual conference. In addition to those opportunities and to expand CE opportunities for designees even further, Fi360 offers third party sponsors the opportunity to become a CE provider to Fi360.
These courses are part of our approved CE Providers. Only submitted and approved programs by our CE Team are applicable and eligible as accepted CE. Any other programs would need to be submitted as part of the 2 hours of outside CE.
Please see article on Outside CE Credits: Outside Continuing Education (CE) Credits
Below is a list our of growing approved CE Providers:
- Janus Henderson Investments
- Money Management Institute
- Prudential Retirement
- AccessPoint HSA, LLC
- Western Pension & Benefits Council
- City National Rochdale
- American Funds
- Principal Financial Group
- Royce and Associates, LP
- Natixis Advisors, LP
- Cetera Retirement Solutions
- Charles Schwab
- Federated Investors, Inc.
- Association of Professional Investment Consultants
- CUNA Mutual Retirement Solutions
- True Squid, LLC - The Wealth and Wellness Training Co.
- TD Ameritrade Institutional
- Manning & Napier
- Asset TV Inc.
- Rollover Saver
- Unified Trust Company
- American Society of Pension Professionals and Actuaries (ASPPA)
- Morningstar Investment Management, LLC
- BPAS
- Greenspring Advisors, LLC
- Cannon Financial Institute
- Prime Capital Investment Advisors, LLC
- The Standard
- Raymond James Financial
- Sage Advisory Services, Ltd. Co.
- First Eagle Investment Management
- Estate Planning & Trust Council of Long Beach
- 401k Fiduciary Summit
- Stadion Money Management
- Hynes Associates
- Inspired Meetings
- Pension Resource Institute
- The Legacy Companies, LLC
- Commonwealth Financial Network
- The SS&C Learning Institute
- Altigro Financial Group
- DriveHSA
- FiduciaryWor(k)s
- Quest Continuing Education Solutions
- Putnam Retail Management L.P.
- AdvisorAdit, LLC (dba ConferenceAdit)
- Global X ETFs
- National Association of Registered Social Security Analysts, Ltd., NARSSA
- Asia Pacific Association for Fiduciary Studies (APAFS)
- MyFiduciary
- Broker Educational Sales & Training, Inc.
- Toews Assets Management
- The Spark Institute, Inc.
- RISA, LLC
- Dimensional Fund Advisors
- Moniwell
- CFM Partners
- PIMCO
- MOXI Events, LLC
- Virtus Investment Partners
- 90 North Consulting
- Society of Financial Service Professionals
What is the program submission process?
Once an approved program submits a program application, the program is reviewed by the CE team. The programs need to be meet the activity requirements as below:
- address one or more acceptable topics; contribute to increasing the professional competency of participants;
- are developed and conducted by persons qualified in the subject matter and in instructional design;
- are current and correct in content;
- provide documentation to the attendee/participant by the activity provider;
- are at least 50 minutes in length (50 minutes of content = 1.0 CE hour); and
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meet one of the acceptable format types (see link below for Acceptable topics and formats)
Continuing Education (CE) Requirements
The turnaround time is up to 48 hours (depending on time of year). The CE provider is given a unique CE code for the program. The CE Provider has up to 30 days after the event to submit the attendance record. While we do not always receive the attendance record within 30 days, the CE Team is able to add CE hours at the request of designees once verified with the Provider and can be reported at a later date.