Continuing Education (CE)
We partner with expert practitioners in finance, accounting, law and a range of industries that cater to wealth management professionals to offer real-world, practical education that qualifies for continuing education credits. The Family Wealth Alliance is a CFP Board Continuing Education Provider and has successfully met the criteria established by the Certified Financial Planner Board of Standards, Inc. We are also registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. CE credit for CFP® and CPA professionals is available on a variety of topics throughout the year. Be sure to look for the official registry statements on all programming.
The Family Wealth Alliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding sponsors may be submitted to the National registry of CPE Sponsors through its website: www.nasbaregistry.org.
CFP® certification: This program will be submitted to the CFP Board for review. The Institute will report attendance on your behalf to the CFP Board approximately two weeks after the event. The CFP ID field on your Institute account must be complete and accurate for this process to take place. To verify: log in to your dashboard account and click “update my demographic information” on the right-hand side to locate the CFP ID field.