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Keeping trusts on tracked Continuing Education Credits For CFA & CFP Designations attended the following webinar provided by IT TwentyFirst and I wish to receive Continuing Education Credit: Name:
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How to fill out continuing education credits

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How to fill out continuing education credits

01
To fill out continuing education credits, follow these steps:
02
Determine the specific requirements for continuing education credits based on your profession or industry.
03
Research accredited providers or institutions that offer relevant courses or programs for continuing education credits.
04
Select the courses or programs that align with your professional development goals or requirements.
05
Register for the chosen courses or programs and ensure they meet the necessary criteria for continuing education credits.
06
Attend the courses or complete the programs according to the specified duration and requirements.
07
Keep track of the completion certificates or any other documentation provided by the course or program providers.
08
Collect all the required documentation, such as certificates, course descriptions, and proof of attendance.
09
Fill out the continuing education credit application form provided by the certification or licensing board.
10
Provide accurate information and attach the necessary documentation as requested.
11
Submit the completed application along with the required fees, if applicable.
12
Await the review and approval process by the certification or licensing board.
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Once approved, you will receive confirmation of the continuing education credits earned.
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Maintain a record of all continuing education credits earned for future reference or possible audits.
15
Remember to always consult your specific profession or industry guidelines for accurate and up-to-date information on filling out continuing education credits.

Who needs continuing education credits?

01
Continuing education credits are typically required by professionals who are regulated or licensed in specific industries. This may include:
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- Healthcare professionals such as doctors, nurses, and pharmacists
03
- Lawyers and legal professionals
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- Teachers and educators
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- Real estate agents and brokers
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- Certified public accountants (CPAs)
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- Engineers and architects
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- Financial advisors and investment professionals
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- Insurance agents and brokers
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- Social workers and counselors
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These are just a few examples, and the specific requirements for continuing education credits vary depending on the profession and jurisdiction. It's important to review the guidelines and regulations set forth by the relevant governing bodies to determine if continuing education credits are necessary for your profession.
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Continuing education credits are units earned by professionals to maintain their license or certification, which demonstrates their commitment to ongoing learning and professional development.
Professionals in certain industries, such as healthcare, finance, and education, are often required to file continuing education credits to renew their licenses or certifications.
Professionals can fill out continuing education credits by attending approved courses, events, or workshops and documenting their participation with certificates of completion or other verification forms.
The purpose of continuing education credits is to ensure that professionals stay current with industry trends, best practices, and regulations, ultimately enhancing their knowledge and skills.
Continuing education credits typically require professionals to report the name of the course or event, date attended, provider, number of credits earned, and any other relevant details.
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