The following continuing education credits  can be awarded up to:

• CFP®
  • 7 hours of regular CFP® CE
  • 2 hours of CFP® ethics CE
• Ohio Insurance
  • 7 hours of CE for Ohio Insurance Providers
  • 2 hours of ethics CE for Ohio Insurance Providers
• Self-reporting
  • 7 hours of CE for self-reporting designations such as CPA, CWS
  • 2 hours of ethics CE for self-reporting designations such as CPA, CWS

REPORTING: In order to receive credit attendees must use the following procedure. 

In Person: At the start and conclusion of each session, you MUST complete a CE survey, which will be accessible here on the days of the program and via QR code on site. 

Virtual: Virtual attendees must complete a survey and/or answer random questions throughout the each session.