The Western Benefits Conference offers up to 20 hours of ASPPA CE credit, including 3 hours of ethics credit. The conference is designed to provide up to 17 ERPA CE and 19 formal JBEA CE credits for enrolled actuaries, with core and non-core sessions offered during each time segment. The final decision as to the number of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries (JBEA).
This conference offers up to 20 hours of ASPPA CE credits with 3 ethics credits available.
This conference is a “group-live” event and will grant a total of 19 CE credits.
The American Society of Pension Professionals & Actuaries (ASPPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CE Sponsors through its website: www.learningmarket.org.
Attorneys (CLE Credit)
Pending Approval: California, Colorado, Ohio, and Washington
CLE credit is approved for a total of 21.5 hours.
Certified Financial Planners (CFP® Credit)
CFP® credit is approved for a total of 15 credits for the following sessions: General Session 1, General Session 2, Monday Lunch Keynote, Tuesday Lunch Keynote, Workshop 3, Workshop 8, Workshop 9, Workshop 15, Workshop 19, Workshop 22, Workshop 29, Workshop 35 and Workshop 38.
For your attendance and credit to be submitted to the CFP® Board, you must complete a CFP® worksheet found at the conference registration desk and submit your attendance verification through text or paper form. We must have your CFP® Registrant ID number and the last four digits of your SSN to submit your credit.
Enrolled Actuaries (JBEA)
The conference is designed to provide up to 19 JBEA credits for enrolled actuaries with Core/Non-Core workshops offered. The final decision as to the number of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries (JBEA).
ASPPA is an approved provider of CE credit for courses in Federal Taxation or Federal Tax-related matters.
Enrolled Retirement Plan Agent (ERPA)
This conference qualifies for up to 16 ERPA CE credits and 3 ERPA Ethics credits available. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.
Continuing Education Credit Approval
For other types of continuing education credit, including CLE or state insurance credit, please contact the conferences staff at email@example.com by June 1, 2017 to submit your request for approval. We will apply for advance approval of the program if the application process and filing fees are not prohibitive.
Please check the website periodically for updates. We will post approved credit and credit applied for as it is available.