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.

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.

© 2013-2020 Charitable Estate Planning Institute

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