CE Cycle Update

While work on the member portal’s CE module is progressing, it is still not at a point where it is ready for end-user access. Because members have been unable to self-report earned CEs, the Board of Directors approved a change to the CE submission process for the 2020-2022 cycle only. For this cycle, NAPFA-Registered Financial Advisors will not be required to report non-NAPFA CE. As a reminder, any CE you earned through NAPFA is automatically added to your CE record.

Per policy, NAPFA will conduct the required audit of 3% of the audience held to the CE requirement beginning in January 2022. Audited members will need to provide proof of earned CEs.

Any member who feels COVID-19 impacted their ability to earn CE during the cycle may request an extension through June 1, 2022. Members approved for an extension may still be included in the required audit. Information on the process for requesting an extension will be provided in a separate communication.

If you need proof of CE completion for an outside entity or want to verify your status, please contact NAPFA-CEs@napfa.org for assistance.

We appreciate your patience as we work to bring the module back online.