Continuing Education

Continuing Education

Earn CE credit with designation courses.

What courses are approved for CE in my state and how many credit hours are they worth?

Many of the programs at The College qualify for state insurance continuing education. Follow the links below, organized by program at The College, to obtain recent CE credit information by course. Understand that this information changes frequently, and while we will do our best to provide current data, it is your responsibility to verify CE credits with your state.

CE Grids by Program

FSCP® CE Grid 
RICP® CE Grid 
CLU® ChFC® CFP® Grid 
Graduate Courses Grid 
CFP Board Grid 
ChHC® CE Grid 
ChSNC® CE Grid 
REBC® CE Grid 

How do I get credit hours for The College courses reported to my state?

In order to comply accurately with state requirements for processing CE, The American College of Financial Services takes the following approach:

  • When CE is requested, applicable filing fees for the states that require them will be paid by The College.
  • When CE is requested, applicable filing fees for the states that require them must be paid. When a passing grade is achieved, CE credit will be reported and filing fees paid in accordance with state regulations. If a student is late in requesting that CE be filed and the state charges a late processing fee as a result, that fee will be passed on to the student.
  • When CE is declined, no fees will be assessed, completion of the course will not be reported to the state, and CE certificates will not be issued to the student.
  • If you are currently enrolled in courses and want CE reported to your resident state but did not select CE when registering, please contact a Professional Education counselor at 888-263-7265, Monday to Friday 8 a.m. – 6 p.m. ET

How long does it take to have CE credits reported to my state?

If CE was requested at course registration, credits will be reported in two weeks or less or within state guidelines if less than two weeks from the date of the exam. Most states have an electronic reporting system which means the credits will appear on the student's transcript shortly after being reported. Credits reported by paper roster will take longer, allowing for delivery time and manual processing by the state or CE vendor. Many states require paper rosters to report course completions that are outside the reporting allowance period. Paper rosters — whether mailed or faxed — are always processed in the order received regardless of the expiration date of individual licenses.

Does my state require a CE processing fee? How much?

The College will pay your CE processing fees in any state that requires a processing fee as long as CE was requested at the time of your course enrollment.

Has my course been reported to my state? What is my license number? What are the agent/producer license renewal requirements for my state?

It is your responsibility as a license-holder to know your state's CE requirements and procedures. Visit the Department of Insurance website for your state to obtain this information.

The American College of Financial Services emphasizes ethical topics throughout all of the study material we produce, but we also offer some specific courses dealing with this important subject. Included in our catalog are courses on ethics for holders of the CFP® Certification CE 126.


Examines the Principles of the CFP® Code of Ethics and engages students in reflecting on the Rules of Conduct and reviewing the Practice Standards. This course was completely revised in 2012.

The course, delivered through The College online course platform, has been approved for CE ethics credit by the Certified Financial Planner Board of Standards Inc. Includes online delivery with exam.

To enroll in CE 126 please call your Professioinal Education coulselor.

If you would like a duplicate certificate because you have misplaced the original, or you require your continuing education (CE) credits to be reported immediately outside of our normal processing time of five to seven business days, or if continuing education credit was never requested at the time of registration and you now require immediate processing and reporting, please complete the form here

A fee of $25.00 will be charged.

Final Exams For all HS and FA courses must be taken through The College's proctored online examination process (NY students will take a proctored paper-and-pencil exam).

The American College of Financial Services requires every examination be proctored by a disinterested third party who is not the moderator, not a relative, an immediate supervisor nor employee of the producer and one that has no financial or personal interest in the outcome of the examination. States having additional or alternate requirements are noted below. Students must follow all posted guidelines regardless of the reason for taking the course.

Please note: Pearson-Vue will act in lieu of the state required affidavit for the following states:

AL, CO, GA, PA, AZ, CT, MA, VA, VT, WV, NC, OH, IA, MT, MI, MN, HI and NY.

This means that students who take their exam at a Pearson-Vue testing center only for any of the above states will not have to submit a signed proctor affidavit back to the Continuing Education (CE) Department.

The remaining proctor affidavit states MUST have their affidavit signed at Pearson-Vue’s testing center and have it faxed to 610-526-1402 within 24-hours. These states are as follows:


Any student taking their exam outside of a Pearson-Vue testing center MUST have the proctor affidavit signed and returned regardless of the location for ALL affidavit states listed below.

Click on your domicile state below to access the proctor affidavit. Affidavits must be brought to the testing center on the day of the exam. The exam center will not be able to provide them for you. All affidavits must be faxed to The American College of Financial Services’ CE Department (fax: 610-526-1402) no later than the day following the exam. State insurance continuing education will not be granted if your monitor/proctor affidavit is not received in a timely manner. Students who fail to return the appropriate affidavit will have to take the exam again if CE is desired. If your state is not listed, you do not have to fill out a proctor affidavit but you do need to select a proctor in accordance with The American College's guidelines.


  • Colorado
  • Connecticut
  • District of Columbia
  • Hawaii
  • Kansas
  • Montana
  • Pennsylvania
  • Wisconsin

Please Click Here: Multiple State Proctor Form 


  • Michigan
  • Nevada

Please Click Here: Multiple State Proctor Form 2 


No state-specific proctor criteria.


The proctor must also be a licensed producer for this state.


No state-specific proctor criteria.


No state-specific proctor criteria.


The proctor may not be employed by the same company as the student.


The proctor must also be a licensed producer for this state with the exception of an exam administered at a Pearson VUE testing center.


The proctor must also be a licensed producer for this state or a CE Provider.


The proctor must have no corporate employment or course sponsor relationship to the student. However, employees of the company's personnel or compliance department with no direct financial connection to the student may proctor exams.

Minnesota (Single Student) 

Minnesota (Multiple Student 1) 

Minnesota (Multiple Student 2) 

No state-specific proctor criteria.


The student is required to have exams be administered by a disinterested third party such as a testing center or at a library. Insurance company or agency personnel are not considered to be disinterested third parties.


No state-specific proctor criteria.


No state-specific proctor criteria.

New York 

State requires pre-approval of a student's final exam proctor.

Path: Click here for a list of approved New York proctors. The proctor must fax their approval form, (received from The New York Department of Insurance), along with your name, course and section information to: The American College of Financial Services Attention: CE at 610-526-1402. You may also submit the name of a disinterested third party for approval. To do so, you will need to access New York Pre-Approval Forms Link for forms and directions.

North Carolina 

The proctor may not be employed by the same company as the student.


No state-specific proctor criteria.

South Carolina 

No state-specific proctor criteria.


No state-specific proctor criteria.


The proctor must be an individual from the company's corporate training department, or a supervisor-appointed co-worker, or an approved test administration service.

West Virginia 

No state-specific proctor criteria.