Continuing Education

Access Your CE Reporting Form

CE Guidelines

As a professional society, ASPPA recognizes the importance of the continuing educational development of its members. ASPPA has a mandatory program of Continuing Education (CE) that affects all ASPPA, NAPA and NTSA credentialed members who hold the following credentials:

 

QKA 

QPA 

CPC

QPFC

TGPC

APM


Members who have the FSPA or MSPA credential or are Enrolled Retirement Plan Agents (ERPA), and are in good standing with the IRS/JBEA with regard to meeting all required CE requirements for the related credential, are deemed to have satisfied all ASPPA CE requirements.

 

ASPPA’s CE program is dedicated to helping you stay abreast of developments in the retirement plan arena. CE requirements apply to all members who hold the credentials noted above, regardless of when the credential(s) were awarded.

 

Click on the following links for additional information:

 

CE Tracking: Review and Self-Report CE Credits

To view your summary of CE earned and credits remaining for the current CE cycle, visit the CE Tracking webpage. You will be required to log into your account.

 

Unless otherwise indicated, ASPPA will automatically post CE credits earned to a member’s record for any ASPPA, ACOPA, NTSA or NAPA-sponsored educational activity.  Please allow 60 days for the CE Tracking form to reflect earned CE credits.

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Credit Requirement

Current CE Cycle: January 1, 2013 - December 31, 2014

Credits Required: In order to maintain your credential(s), you must earn 40 CE credits this cycle (unless prorated as noted below under Newly Credentialed Members) and in each future two-year cycle. Two (2) of the 40 CE credits must be on ethics/professionalism topics. Members who hold more than one credential need only meet the 40 CE credit requirement (including 2 Ethics/Professionalism) once per cycle.

 

Current Credentialed Members

Credential

CE Requirements

FSPA

Comply with JBEA CE requirements and certify good standing each cycle.

MSPA

Comply with JBEA CE requirements and certify good standing each cycle.

ERPA

Comply with IRS CE requirements and certify good standing each cycle.

CPC, QPA, QKA,
QPFC, TGPC and APM

40 CE credits between January 1, 2013 and December 31, 2014 including 2 credits in Ethics related subjects and compliance with succeeding cycles.

 

Newly Credentialed Members

For the initial CE cycle in which you earn your credential(s), the number of CE credits required is prorated based on the credential or date of admittance within the two-year CE cycle. The pro-ration schedule is as follows:

Join Date

CE Credit Requirements

Jan. 1 – June 30, 2013

30 CE credits between January 1, 2013 and December 31, 2014 including 2 credits in Ethics related subjects and compliance with succeeding cycles.

July 1 – Dec. 31, 2013

20 CE credits between July 1, 2013 and December 31, 2014 including 1 credit in Ethics related subjects and compliance with succeeding cycles.

Jan. 1 – June 30, 2014

10 CE credits between January 1, 2013 and December 31, 2014 including 1 credit in Ethics related subjects and compliance with succeeding cycles.

July 1 – Dec. 31, 2014

No CE credits are required.

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Policies & Guidelines

CE GUIDELINES (PDF)

Credit Equivalence: CE credit is based on total minutes of continuing education. One (1) CE credit is equal to 50 minutes of instruction. No qualifying CE event will be less than 50 minutes, and partial ASPPA CE credit is allowed for programs that exceed 50 minutes.

Maximum Credit:  No single CE event will qualify for more than 25 CE credits (i.e., there is a 25 CE credit maximum per educational event).  This limit ensures that each member obtains continuing education from at least two sources every cycle. 

CE Acceptable Subject Matter Topics: All continuing education topics that promote an ASPPA, ACOPA, NTSA or NAPA member’s professional development in the retirement field qualify for ASPPA CE (including non-technical topics such as marketing and advanced IT training). Broad categories include topics such as:

 

Qualified Plans

Nonqualified Plans

Tax-Exempt & Governmental Plans

IRAs

Actuarial Issues

Investments & Insurance

Participant Issues

Business Management, Operations & Development

Personal Development

Technology

 

Non-Compliance

If you do not earn sufficient CE credits during any CE cycle, ASPPA will suspend your credential(s) until you have completed 40 hours of CE credits (2 must be on Ethics/Professionalism) in the 24 months prior to applying for reinstatement as a credentialed member. Once reinstated, CE credits will be pro-rated as noted above.

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CE Templates and Forms

Click on the following links to access the guideline or form (PDFs will require Adobe Reader to view): 

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Information for CE Sponsors

Nationally recognized organizations that offer training and education programs to the public in the normal course of business fall within the definition of an acceptable sponsor for the purposes of issuing CE credits to ASPPA, ACOPA, NTSA and NAPA members. For more information about qualified activities and guidelines, please visit CE Information for Sponsors page.

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Questions

Contact our Customer Care representatives at:

 

Email: customercare@napa-net.org

Phone: 800.308.6714 (available Monday-Friday, 8:30 a.m. - 5:30 p.m. ET)

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