Continuing Education (CE)

Continuing Education (CE)

The financial services profession is constantly changing, and The American College of Financial Services wants to ensure the credentials you worked so hard to earn remain current, relevant, and serve as an emblem of excellence and expertise with both your peers and your clients. That is why continuing education (CE) is vital to our mission, and your success.

Many programs at The College, including webcasts, workshops, and special events qualify for state insurance CE credit. Search below to view recent CE credit information by course. This information changes frequently, and while we do our best to provide current data, it is your responsibility to verify CE credits with your individual state.

If your resident state is in a “Pending” status, CE will not be granted until your resident state reflects a credit value.


Search CE by State

3 State-approved CE Courses are available

HS 353 Retirement Income Process, Strategies and Solutions
RICP® | ChSNC® | MSFS - Legacy Planning | MSFS - Retirement Planning | MSFPR
Select State to see available CE Credit hours
HS 354 Sources of Retirement Income
RICP® | ChSNC® | MSFS - Legacy Planning | MSFS - Retirement Planning | MSFPR
Select State to see available CE Credit hours
HS 355 Managing the Retirement Income Plan
RICP® | MSFS - Legacy Planning | MSFS - Retirement Planning | MSFPR
Select State to see available CE Credit hours

Management courses (HS 378-380 series and GS 900 series) do not qualify for CFP credit. Course credits are subject to change without notice.

FAQs

Many of The College’s educational offerings and programs are eligible for CFP® CE credit. Because of procedural changes in how the CFP Board evaluates courses, CE credit will no longer be given for ethics-related courses until they deal specifically with the CFP Code of Ethics. Also, the CFP Board will now grant a maximum of 1 credit hour for every 10 questions on a course’s final exam. Management courses, such as the HS 378-380 series and the GS 900 series, do not qualify for CFP® CE credit.

If you would like a duplicate certificate because you have misplaced the original, or you require your CE credits to be reported immediately outside of our normal processing time of 5 to 7 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 $35.00 will be charged.

The American College of Financial Services requires every course examination be proctored by a disinterested third party who is not the course moderator, not a relative or 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 a course.

Final exams for FSCP® program courses must be taken through The College's proctored online examination process. For courses in our Huebner School (RICP®, WMCP®, CLU®, ChFC®, and CLF®) and graduate programs, unless the professor has specifically indicated otherwise, The American College of Financial Services partners with Pearson VUE to deliver our course examinations. Pearson VUE will act in lieu of the state required affidavit for the following states:

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

This means that students who take their exam for any of the above states will not have to submit a signed proctor affidavit form in order to receive CE credit.

The remaining states require a proctor affidavit form signed at Pearson VUE testing center and faxed to 610-526-1402 within 24 hours. Students whose resident state requires a signed proctor affidavit form MUST take their exam at a Pearson VUE testing center in order to receive CE credit. These states are as follows:

SC, AR, FL, NV, IN, WI, DC

Due to each state’s mandated guidelines, we may not be able to fulfill your CE request if you are taking your exam via Pearson VUE’s OnVUE online proctoring system. Students whose resident state requires a signed proctor affidavit form must take their exam at a Pearson VUE testing center in order to receive CE credit. If you do not wish to receive CE credit upon completion of your course, you are able to take your exam via OnVUE.

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 resident state below to access your proctor affidavit form. An affidavit form 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 or emailed to The American College of Financial Services’ CE Department (610-526-1402 or CE@TheAmericanCollege.edu) no later than the day following the exam. State insurance CE credit 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.

For states including:

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

Please Click Here: Multiple State Proctor Form 

For:

  • Michigan
  • Nevada

Please Click Here: Multiple State Proctor Form 2 

Alabama

No state-specific proctor criteria.

Arizona

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

Arkansas 

No state-specific proctor criteria.

Florida 

No state-specific proctor criteria.

Georgia

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

Indiana 

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

Iowa

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

Massachusetts 

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.

Mississippi

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.

Missouri 

No state-specific proctor criteria.

Nebraska

No state-specific proctor criteria.

New York 

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

Ohio 

No state-specific proctor criteria.

South Carolina 

No state-specific proctor criteria.

Vermont 

No state-specific proctor criteria.

Virginia 

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.