Recognition for CE Participation Share your accomplishments with colleagues, clients, and employers.
As an investment professional, you know that staying current is critical to success. By engaging in lifelong learning you are demonstrating your commitment to professional excellence and dedication to serving your clients and employer.
Attest Your Participation
Each spring, you can attest to completing the minimum recommendation of 20 hours of CE activities, inclusive of 2 hours in the content areas of Standards, Ethics, and Regulations (SER), for the prior calendar year during the online membership renewal process. For example: You will be eligible to attest your participation in the 2011 CE Program during the online member renewal process in 2012.
View your CE attestation history.
Receive Your Certificate
After you attest during the online member renewal process, print your CE certificate by following step-by-step instructions (PDF).
Is this a milestone year?
If the participation year marks 5, 10, 15, 20, or 25 consecutive years of participation, you will receive a certificate by mail to recognize this significant achievement.
Questions? Contact us.