This page will provide a brief overview of continuing education (CE) credits but the information provided is not complete. We recommend you read the complete ASPPA CE guidelines.
Who Needs CE?
Credentialed members of ASPPA who hold a QKA, QPA, CPC or APM must earn the required number of CE credits each cycle to maintain their credential(s).
If you hold the FSPA or MSPA credential, or are an Enrolled Retirement Plan Agent (ERPA), and are in good standing with the Internal Revenue Service (IRS) and/or the Joint Board for the Enrollment of Actuaries (JBEA) with regard to meeting all required CE requirements for your related credential, you are deemed to have satisfied all ASPPA CE requirements. It is your responsibility to provide the necessary verification of this satisfaction to ASPPA prior to the end of the CE cycle.
How Much CE Do I Need?
You can check how many CE credits you currently have and how many you need before the end of the cycle here.
The CE Cycle
The current CE cycle began on January 1, 2017 and will end on December 31, 2018. In order to maintain your ASPPA credential(s), you must earn 40 CE credits during this cycle (and in each future two‐year cycle). Two of the 40 CE credits must be on ethics/professionalism topics.
For the initial CE cycle in which you earn your credential(s), the number of CE credits required is prorated based on the credential or date of admittance within the two‐year CE cycle. The proration schedule is shown below.
First six months of the cycle: 30 CE credits required (2 CE credits of ethics/professionalism)
Second six months of the cycle: 20 CE credits required (1 CE credit of ethics/professionalism)
Third six months of the cycle: 10 CE credits required (1 CE credit of ethics/professionalism)
Fourth six months of the cycle: 0 CE credits required (0 CE credits of ethics/professionalism)
What CE Opportunities Does ASPPA Offer?
The ARA offers a wide variety of educational programs that allow you to stay current on industry issues while maintaining your credential, including:
- Virtual conferences
- Live and on-demand webcasts
- Certificate programs
- CPC Modules
- Plan Consultant Quizzes
What Other Opportunities Count as Credit?
Non–ASPPA-sponsored activities may be counted towards CE credit, provided they meet the necessary requirements. Nationally recognized professional societies, non-profit associations, colleges, universities, commercial vendors or government agencies may sponsor education activities that qualify for ASPPA CE credit.
Non–ASPPA-sponsored activities do not require pre-approval; however, the attendee and the sponsor of the activity must comply with the guidelines and requirements. In the event of an audit, the candidate will be required to submit further documentation to verify compliance.
Some additional ways to earn CE include:
- Serve as a speaker at a professional meeting
- Publish an article
- Serve as an instructor for one of our courses
- Prepare and Present a Webcast
- Volunteer with us
To calculate CE:
- 1 CE credit = 50 minutes of activity
- At least 45 minutes (.90 CE credit) must be earned per activity in order to apply
- ASPPA CE may be earned in partial credits above 45 minutes
- No more than 25 CE credits may be earned per activity.
Refer to the CE guidelines for complete information on qualifying activities, documentation and reporting guidelines.
What Happens if I Don’t Meet the CE Guidelines?
If you are a credentialed member who holds one or more credentials and you do not earn sufficient CE credits during a two-year cycle, ASPPA will suspend your credential(s). You will need to complete the required CE before you are reinstated as a credentialed member. Once reinstated, CE credits will be pro-rated. For further information, please review the CE guidelines.
Are CE Credits Audited?
ASPPA’s CE requirements serve to increase the technical, professional and ethical skills of each individual member and thereby elevate the organization as a whole. In order to ensure that members are complying with ASPPA’s CE Guidelines, periodic audits of CE credit are conducted. Individuals chosen for audit are selected randomly from the overall membership. If you are selected to be audited and have self-reported CE credits, you will be asked to provide documentation verifying proper completion of CE requirements. To ensure your self-reported CE activities meet ASPPA’s requirements and that you have the documentation necessary, please refer to the complete ASPPA CE Guidelines.