CE Filing & Processing Contract Services Offered to Companies and Associations
The Society of FSP offers a full range of CE support services utilizing its highly trained staff and streamlined processes. Service and prices are listed below.
Type of Services Performed for Insurance Credit
Course Filing for other licenses/designations
Filing course for Insurance CE
FSP Fee for course submission
$150 per course, per state (minimum $1,500)
Billed at actual cost
Instructor (Presenter) Submission
Billed at actual cost
Workshop Submission Fee
$200 per workshop (We do not count workshops that are repeated)
CE Certificate processing and mailing
$5.44 per attendee (Billed after the meeting)
CE Roster submission
Roster fees billed at actual cost (varies from $1.00-$6.00 per credit/attendee in a particular roster state).
Travel and Hotel expenses
FSP staff travel and hotel accommodations are billed at cost
Course Filing for other licenses/designations (Must be in conjunction with insurance credit)
$2400 PLUS CLE state and roster fees are billed at actual cost
CFP, CPE, PACE filing
$1,800 (bundled fee)
FSP Program Responsibilities
FSP will work directly with speakers to obtain state instructor approval forms; FSP will work directly with company/association to ensure that speakers' materials are CE-worthy. FSP will make suggestions to company/association to help ensure award of CE credits.
FSP will monitor as independent third party as required by state insurance departments for live programs. FSP will be responsible if program is state audited. In order to keep expenses down, will work with company/ association's staff to help monitor. Typically 1-2 FSP staff provided for a program.
FSP is responsible for correct filing and reporting procedures, production and delivery of certificates.
Company/association is given specific instructions for attendees, explaining what they need to do to get credit.
FSP will maintain a page on www.financialpro.org listing the program credit approvals by state. Company/association is allowed to link to the page.
The Society has provided accreditation services for companies and associations, including:
LPL Financial, LLC
And many others. Contact Tony Smith, Managing Director, Marketing & Corporate Development, for more information.
"We believe that FSP is a worthy organization that is committed to providing valuable resources to its members."
— Kay Hall
Director, IDI Sales Operations