CONTINUING EDUCATION
CFRE, CFP, CLE, FCEP, etc...
Here we will list the continuing education programs that we've submitted the Institute for approval for 2021, along with their statuses.
Upon registration, you may indicate what CE/CLE credits you desire. The Institute will apply for continuing education credit for CFP, CFRE, and any states requested for CLE. In the past, the Institute has also qualified for CE credit for CSPG, The American College (CAP or ChFC), and Seventh-day Adventist Planned Giving and Trust Services Certification. If you request CE credits outside of these we urge you to contact our office in advance with questions regarding the availability of credit for a specific profession, as we cannot guarantee that credit will be available in all cases.
Once we receive your completed registration, we will apply to your desired program(s) to have the Institute approved for credit. For 2021, we’ll tentatively submit for 20 credit hours (pending any agenda changes). As soon as we receive notice of the approval, we will add it to the list below.
This list will be updated as more programs are requested, submitted, and approved.
2021 CE/CLE PROGRAM SUBMISSIONS
Qualified
24 hours
Submitted
20 hours (includes 1 Ethics hour)
Submitted
20 hours (includes 1 Ethics hour)
20 hours (includes 1 Ethics hour)
20 hours (includes 1 Professional Conduct hour)
Submitted
20 hours (includes 1 Ethics hour)
Submitted
Qualified
Qualified
Certified Fund Raising Executives (CFRE)
To request
Certified Financial Planner (CFP)
To request
Continuing Legal Education (CLE)
California
Colorado
Florida
Georgia
Illinois
Iowa
Minnesota
Ohio
Tennessee
Texas
Washington
Certified Public Accountancy (CPA)
Colorado
South Carolina
Other Continuing Education
California Licensed Professional Fiduciary Approved
The American College, CAP or ChFC Qualified
Certified Specialists in Planned Giving Qualified
Seventh-day Adventist Planned Giving & Trust Services Certification Qualified
2020 CE/CLE PROGRAM SUBMISSIONS
This list will be updated as more programs are requested, submitted, and approved.
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Qualified
24 hours
24 hours (includes 1 Ethics hour)
20 hours (includes 1 Ethics hour)
20 hours (includes 1 Professional Responsibility hour)
20 hours (includes 1 Ethics hour)
20 hours (includes 1 Ethics hour)
20 hours (includes 1 Professional Conduct hour)
20.5 hours (includes 1 Dual hour)
20 hours (includes 1 Ethics hour)
20 hours (includes 1 Ethics hour)
Qualified
Qualified
Certified Fund Raising Executives (CFRE)
20 points
Certified Financial Planner (CFP)
20 Credit Hours
Continuing Legal Education (CLE)
California
Colorado
Florida
Georgia
Illinois
Iowa
Minnesota
Ohio
Tennessee
Texas
Washington
Certified Public Accountancy (CPA)
Colorado
South Carolina
Other Continuing Education
California Licensed Professional Fiduciary Approved
The American College, CAP or ChFC Qualified
Certified Specialists in Planned Giving Qualified
Seventh-day Adventist Planned Giving & Trust Services Certification Qualified
Continuing education credits are awarded for actual classroom hours at the Institute and attended by the applicant.