Outsource your CE to the Society of FSP!

CE Filing and 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.

Course filing for:

  • Insurance (CIE)
  • Legal (CLE)
  • CFP
  • Accounting (CPE)
  • Certified Trust and Financial Advisor (CTFA)
  • Enrolled Agent
  • Certified Regulatory Compliance Manager (CRCM)
  • Certified Retirement Services Professional (CRSP)
  • PACE


  • Filing Submission
  • Instructor Submission
  • Presentation Submission
  • CE Certificate Production and Mailing
  • CE Roster Submission

FSP CE Responsibilities:

  • Work directly with your speakers to obtain state instructor approval forms.
  • Work directly with the company/association to ensure that speakers’ materials are CE-worthy.
  • Make suggestions to company/association to help ensure award of CE credits.
  • Monitor on-site as an independent third party as required by state insurance departments for live programs.
  • Responsible party if program is audited. In order to keep expenses down, will work with company/association’s staff to help monitor.
  • Responsible for correct filing and reporting procedures, production and delivery of CE certificates.
  • Produce specific instructions for attendees explaining what they need to do to earn credit at the program.
  • 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
  • LISA
  • AALU
  • Forum 400
  • MDRT

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