CE Request Forms for Fi360 Training

Overview

This helpdesk article provides guidance on submitting Continuing Education (CE) Request Forms for Fi360 Training, including AIF®, PPC®, and AIFA® Designation training, to other designation conferring bodies. It outlines submission steps via email or fax, automatic reporting for CFP® and CFA Charter credits, and a 10-business-day response timeline for other designations.

Skip to… Continuing Education Eligibility

 

CE Request Forms for Fi360 Training and CE Eligibility

The Continuing Education (CE) Request Forms for submitting Fi360 Training CE hours completion to other designation conferring bodies are attached at the bottom of this article. 

AIF®, PPC®, and AIFA® Designation Training CE Request Form - attached at bottom of article

FEDC CE Request Form - attached at bottom of article

Submission Instructions:

1. Complete the appropriate form after receiving your final exam score.

2. Submit the form by emailing [e-mail].

Reporting Process:

For CE requests related to CFP® Certification or CFA Charter, credits will be automatically reported to the respective boards on the last business day of each month.

For other designations or organizations, expect a response via email within 10 business days of form receipt.

 

For Unlisted Credentials/Designations:

If your industry credential/designation is not listed on the CE Request Form, you may send the form to Fi360's Designee Team to request a general CE voucher. You can then submit this voucher to the unlisted organization, though acceptance is subject to their discretion.

Continuing Education Eligibility:

Broadridge Fi360 (formerly 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 in the CE Training Eligibility document attached to this article.  

Please reach out to [e-mail] for additional information.