Beginning on January 1, 2019, Fi360 instituted an updated CE policy. The new policy requires that no more than two hours of the continuing education requirement can come from sources that have not been reviewed and accepted by Fi360 and that come from an approved reporting source (i.e., they cannot be self-reported by the designee).
Accepted sources of CE continue to include:
- Free weekly webinars
- Sessions at the annual Fi360 Conference
- Free sessions available in the CE catalog of the Designee Portal
- Sessions provided by a pre-approved CE provider
As part of Fi360’s program for reviewing and accepting sources of continuing education from outside providers, any organization or event that is part of our outside CE provider program is also eligible as accepted CE.
A designee may still earn and self-report up to two hours of continuing education from non-vetted sources. Examples include authorship, teaching, or attending live events. Those sources must meet the requirement of acceptable topics per our continuing education policies.
Renewal Requirements with CE Policy
The following steps must be completed annually in order to retain the AIF® Designation:
- Accrue and report six (6) hours of continuing education (CE), a minimum of four (4) of which must be delivered by Fi360 or one of Fi360's approved CE providers
- Satisfy the Code of Ethics and Conduct Standards
- Submit the application and remit payment of annual dues ($325)
The following steps must be completed annually in order to retain the AIFA® Designation :
- Accrue and report ten (10) hours of continuing education (CE), a minimum of eight (8) of which must be delivered by Fi360 or one of Fi360's approved CE providers
- Satisfy the Code of Ethics and Conduct Standards
- Submit the application and remit payment of annual dues ($325)
The following steps must be completed annually in order to retain the PPC® Designation:
- Accrue and report six (6) hours of continuing education (CE), a minimum of four (4) of which must be delivered by Fi360 or one of Fi360's approved CE providers
- Satisfy the Code of Ethics and Conduct Standards
- Submit the application and remit payment of annual dues ($245)