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CE Resources

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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


Health Care: The Times They Are A-Changin'


CIE State CE Credit Approvals
State CE Credits State CE Credits State CE Credits
Alabama Kentucky North Dakota
Alaska Louisiana Ohio
Arizona Maine Oklahoma
Arkansas Maryland Oregon
California Massachussetts Pennsylvania
Colorado Michigan Rhode Island
Connecticut Minnesota South Carolina
DC Mississippi South Dakota
Delaware Missouri Tennessee
Florida Montana Texas
Georgia Nebraska Utah
Hawaii Nevada Vermont
Idaho New Hampshire Virginia
Illinois New Jersey Washington
Indiana New Mexico West Virginia
Iowa New York Wisconsin
Kansas North Carolina Wyoming

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CLE State CE Credit Approvals
State CE Credits State CE Credits State CE Credits
Alabama Kentucky North Dakota
Alaska Louisiana Ohio
Arizona Maine Oklahoma
Arkansas Maryland Oregon
California Massachussetts Pennsylvania
Colorado Michigan Rhode Island
Connecticut Minnesota South Carolina
DC Mississippi South Dakota
Delaware Missouri Tennessee
Florida Montana Texas
Georgia Nebraska Utah
Hawaii Nevada Vermont
Idaho New Hampshire Virginia
Illinois New Jersey Washington
Indiana New Mexico West Virginia
Iowa New York Wisconsin
Kansas North Carolina Wyoming

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CPE CE Credit Approvals

The recommended number of CPE credit hours is:

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.learningmarket.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
Alaska
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Iowa
Illinois
Indiana
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
North Carolina
North Dakota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
West Virginia
Wyoming

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

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CFP CE Credit Approvals

This program has been awarded up to: hours of CFP credit.

"The marks CFP and Certified Financial Planner are owned by the Certified Financial Planner Board of Standards, Inc."

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PACE CE Credit Approvals

This program has been awarded up to: hours of PACE credit.

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CPC CE Credit Approvals

This program has been awarded up to: hours of CPC credit.

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Enrolled Actuary CE Credit Approvals

This program has been awarded up to: hours of Enrolled Actuary credit.

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ICB CE Credit Approvals
Title CE Credits Title CE Credits
CCTS: CRSP:
CISP: TAX:
CTFA: FP:

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CE Credits [For National Showings]†
ICB CFP CIE CLE CPE PACE CPC Enrolled Actuary

A Video Teleconference (VTC) produced by the Society of FSP. VTCs are educational programs streamed over the Internet and hosted by local Chapters.

† New York Residents: To receive CE credit you must be present at the live broadcast.

National Broadcast Dates:

February 20, 2013 – 1:00 – 3:10 p.m. ET
February 21, 2013 – 10:00 a.m. – 12:10 pm. ET

*Chapters can offer programs on national broadcast dates or a date of their own choosing. Each Chapter also determines the cost and location for its program. Consult your Chapter about its plans to present this program.

Participating Chapters

Program Overview

With President Obama's reelection, health care reform will move toward full implementation. Our February Video Teleconference features a distinguished panel of experts discussing the Patient Protection and Affordable Care Act and what it will mean for consumers, providers, and advisors. The panel will focus on main issues such as: state-based exchanges; episodes of care; and the "pay or play" feature. If you are in any way connected to the health care business, you will need to know how to advise your clients on these and related issues under the law.

Attendees will learn about:

  • What the Affordable Care Act will mean for their business
  • State-based exchanges as a way to help insurers meet consumer protection requirements
  • How an episode-of-care payment system will work
  • The implications of "pay or play" (payments as alternatives to buying coverage)
  • What the role of an agent will be in the health care reform environment penalty

Who should attend?

Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.

Educational Level

Intermediate

Moderator

Gayle C. Holcom, CLU, ChFC,FLMI, is vice president of Pilkey, Hopping & Ekberg, Inc., managing the Life & Employee Benefits Department. She is a member of the Tacoma Estate Planning Council, the National Association of Health Underwriters and the National Association of Insurance and Financial Advisors. She has also served as the chair of the Employee Benefit Section of the Society of FSP.

Panel of Experts

Gerald Frye, CLU, ChFC, RHU, REBC, CASL, is president and owner of The Benefit Services Group, Inc. (BSG®), an employee benefit brokerage firm he co-founded in 1987. BSG serves nationwide employers in a wide variety of industries, consults for health care systems in Wisconsin and Illinois, and has won several regional "best workplace" awards. Mr. Frye has served for over 25 years in various roles in the insurance and employee benefits industry.
Arthur Tacchino, JD, is an assistant professor of health insurance at The American College where he is responsible for several Huebner School courses as well as course development and design. He has taught business law and ethics at Widener Undergraduate in Chester, PA. Mr. Tacchino is currently assisting with the responsibilities of several health insurance courses offered by the American College and extensively researching Health Care Reform.

Questions?

If you have a problem contacting your local chapter, call 800-392-6900 (M–F, 9 a.m.–4:30 p.m. ET ) or contact us via e-mail at Info@FinancialPro.org