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NAEPC Continuing Education

56th Annual NAEPC

 Advanced Estate Planning Strategies Conference

November 6 - 8, 2019       l     Las Vegas, NV

CE Course Approvals

 

License Location

Insurance Credits

Legal Credits

 

Alabama

17

14 (including 1 Eth)

 

Alaska

Pending

N/A

 

Arizona

17 (including 1 Eth)

14

 

Arkansas

17

14.25 (including 1 Eth)

 

California

17

14 (including 1 Eth)

 

Colorado

17 (including 1 Eth)

17 (including 1.2 Eth)

 

Connecticut

17 (including 1 Eth)

N/A

 

Delaware

17

17 (including 1 Eth)

 

District of Columbia

17

N/A

 

Florida

14

Pending

 

Georgia

17 (including 1 Eth)

Pending

 

Hawaii

17

N/A

 

Idaho

17 (including 1 Eth)

14.25 (including 1 Eth)

 

Illinois

12

17 (including 1 Eth)

 

Indiana

Pending

14.2 (including 1 Eth)

 

Iowa

17

14 (including 1 Eth)

 

Kansas

17

Pending

 

Kentucky

17

14.25 (including 1 Eth)

 

Louisiana

17 (including 1 Eth)

Pending

 

Maine

17

14.16 (including 1 Eth)

 

Maryland

Pending

N/A

 

Massachusetts

14

N/A

 

Michigan

17 (including 1 Eth)

N/A

 

Minnesota

Pending

14 (including 1 Eth)

 

Mississippi

17 (including 1 Eth)

14 (including 1 Eth)

 

Missouri

16

17 (including 1.2 Eth)

 

Montana

17

14.25 (including 1 Eth)

 

Nebraska

17 (including 1 Eth)

14.17 (including 1 Eth)

 

Nevada

17 (including 1 Eth)

14 (including 1 Eth)

 

New Hampshire

13 (including 1 Eth)

14

 

New Jersey

Pending

14

 

New Mexico

Pending

14 (including 1 Eth)

 

New York

Pending

17

 

North Carolina

17 (including 1 Eth)

Pending

 

North Dakota

17

14.25 (including 1 Eth)

 

Ohio

16

14 (including 1 Eth)

 

Oklahoma

17

17 (including 1 Eth)

 

Oregon

Pending

14

 

Pennsylvania

17

14 (including 1 Eth)

 

Rhode Island

17 (including 1 Eth)

N/A

 

South Carolina

17

14.16 (including 1 Eth)

 

South Dakota

10

N/A

 

Tennessee

17

14.17 (including 1 Dual)

 

Texas

3

14 (including 1 Eth)

 

Utah

17 (including 1 Eth)

14 (including 1 Eth)

 

Vermont

17 (including 1 Eth)

14 (including 1 Eth)

 

Virginia

17 (including 1 Eth)

Pending

 

Washington

5

14.25 (including 1 Eth)

 

West Virginia

17 (including 1 Eth)

17 (including 1.2 Eth)

 

Wisconsin

17

17 (including 1 Eth)

 

Wyoming

17 (including 1 Eth)

14.25 (including 1 Eth)

 

 

 

 

 

 

 

AEP

17 (including 1 Eth)

 

 

 

*CPE (Accounting)

17 (including 1 Behavioral Eth)

 

 

 

CFP (Certified Financial Planner)

Up to 14 hrs.

 

 

EA (Enrolled Agents)

Up to 5 hrs.

 

 

 

ICB (Bankers)

18

 

 

 

Professional Recertification (formerly PACE)

17 (including 1 Eth)

 

 

 

Approvals updated: 10/31/2019

 

*The Society of Financial Service Professionals 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 registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 The Society offers programs at intermediate to advanced levels of continuing professional education.  Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required. 

 

The Society’s Refund Policy states that a refund may be given in most circumstances, less a $50 service fee.  For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.

 

The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:

 

 

Alabama

 

Hawaii

 

Michigan

 

North Carolina

 

Texas

Alaska

Idaho

Minnesota

North Dakota

Utah

Arkansas

Iowa

Mississippi

Ohio

Vermont

California

Illinois

Missouri

Oklahoma

Virginia

Colorado

Indiana

Montana

Oregon

West Virginia

Connecticut

Kansas

Nebraska

Pennsylvania

Wyoming

Delaware

Kentucky

Nevada

Puerto Rico

 

District of Columbia

Louisiana

New Hampshire

Rhode Island

 

Florida

Maine

New Jersey

South Carolina

 

Georgia

Maryland

New Mexico

South Dakota

 

Guam

Massachusetts

New York

Tennessee

 

There are no formal registration requirements for course providers in the balance of the states.


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