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Get the free CFP Board CE Reporting Form for attendees of this event - TAPPP - tappp

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CFP Board CE Reporting Form This form must be returned to PPP no later than two weeks following the seminar broadcast date. Please email to Yeager planet.org or fax to (317) 269-6268 attention Barbara
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How to fill out cfp board ce reporting

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How to fill out CFP Board CE reporting:

01
Login to your CFP Board account using your credentials.
02
Navigate to the CE Reporting section or find the option to report your CE credits.
03
Enter the date of the completed CE activity, the name of the course or activity, and the provider's name.
04
Specify the number of CE credits earned for each activity.
05
If applicable, include any additional information or documentation required, such as proof of completion or course certificates.
06
Review the information entered to ensure accuracy.
07
Submit the CE reporting form or confirm the submission.
08
Keep a copy of the submitted CE reporting for your records.

Who needs CFP Board CE reporting?

01
Certified financial planners (CFP® professionals): CFP® professionals are required to complete and report a specific number of continuing education (CE) credits to maintain their certification. Therefore, they need to complete the CFP Board CE reporting.
02
Those seeking to maintain CFP® certification: Individuals who are in the process of becoming a CFP® professional or recently obtained the certification may need to fulfill CE requirements and submit the CE reporting to the CFP Board.
03
Employers or supervisors of CFP® professionals: Employers or supervisors may need to ensure their CFP® professionals are completing their CE requirements and submitting the necessary reports to the CFP Board to comply with certification regulations.
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CFP Board CE reporting is a process where certified financial planners report their continuing education activities to the CFP Board.
Certified financial planners who hold the CFP designation are required to file CFP Board CE reporting.
CFP Board CE reporting can be filled out online through the CFP Board's website by logging in to your account and entering the required information about your continuing education activities.
The purpose of CFP Board CE reporting is to ensure that certified financial planners are continuously improving their skills and knowledge through ongoing education.
Certified financial planners must report details of their continuing education activities, including the name of the provider, the date of completion, and the number of hours completed.
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