Below are copies of CE Request Forms for Fi360 Training.
Complete and submit the appropriate form after you have received your final exam score.
Submit by emailing Fi360support@broadridge.com or faxing (412) 569-3441.
If you have requested CE for the CFP® Certification or CFA Charter, the CE will be automatically reported to the respective board on the last business day of each month.
If you have requested CE for any of the other designations/organizations, you will receive a response via email within 10 business days of receipt of the form.
If you do not see your industry credential/designation listed on the CE Request Form, you may send the CE Request Form to Fi360's Designee Team to request a general CE voucher. You may submit this general voucher to the unlisted organization, though eligibility/acceptance is at their discretion.
For more information, please contact our Fi360 Designee Team (Fi360_professional.firstname.lastname@example.org).