Executive Education

Royal Society of Fellows - RSOF grants 24 continuing education credits for the Chartered Wealth Manager designation course and the Chartered Trust and Estate Planner designation course.

Certified Financial Planners - We are registered sponsor with the CFP Board. The CFP Board grants 26 continuing education credits for the Chartered Wealth Manager designation course and 26 credits for the Chartered Trust and Estate Planner designation course. All applicable credit will be reported electronically by BSII to the CFP Board.

Attorneys - Attorneys from Alabama and North Carolina will be able to apply for credit to their respective Bars within 30 days after the course. We will have forms available during the course.

Attorneys from other states should check with their respective Bars.

Other Professionals - All other professionals should check with their respective regulatory organizations to see what credit applies.

Financial Planners Standards Council CEU Credits - FPSC does not pre-approve CE credits. Currently, it is up to the CFP Professional to self-assess their own CE activities in accordance with our CE requirements and examination syllabus.

The general rule of thumb in assessing an educational activity is if the activity covers one or more topics covered in the exam syllabus, then it would qualify towards their technical requirements

Any activities that cover "sales, marketing, product knowledge, communication skills and/or any other general topics" would qualify towards their general requirements. This assessment is detailed in our CE requirements located on our Web site at www.cfp-ca.org. For the most current CE requirements and examination syllabus visit our Website.

The general rule of thumb in calculating CE credits is 1 hour of education equals 1 CE credit; up to a maximum of 6 CE credits per day.

On our Web site (FPSC) we list different educational activities and note a maximum amount of credits awarded for a specific activity.

For a Canadian Certified Financial Planner there is a “requisite 30-hours of Continuing Education (CE) Requirements annually. Of the 30 CE credits required, a minimum of 20 CE credits must be in the "technical" category with the remaining credits from the "general" category. A CFP professional can claim up to a maximum of 10 general CE credits per year.

Effective for the 2004 calendar year, the CFP professional who has earned technical credits in excess of their CE requirements for the current calendar year will be permitted to effectively "carry over" these technical CE credits and apply them towards their CE requirements for the following calendar year.

"We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP licensee to determine whether completion/attendance at this seminar/program/course qualifies for CE credits."

Business Services International, Inc. will provide all supporting documentation required for verification of technical CE activities.

The following areas of the Chartered Wealth Manager and the Chartered Trust and Estate Planner Designation topics that are covered on the FPSC CFP exam are:

Risk Management

Tort and Legal Liability

Reducing Liability

Defenses against Liability – Asset Protection

Life Insurance

Taxation of Life Insurance

Estate Planning

Wills

Trusts

U.S. Estate Taxation

Family Law – Marital Property

Tax Implications of Marriage Dissolution

Property Settlement

Tax Planning

Investment Vehicles

Limited Partnerships

Tax Effective Investment Planning

Insurance Based Investments

Options, Futures, Derivatives

Taxation of Investments

International Investments

Investment Theory, Environment and Financial Markets

Investment Strategies and Tactics

Modern Portfolio Theory

Forms of Organizations