Is VettaFi an approved CE Sponsor?
We are an approved continuing education provider with the CFP Board. You will find many of our live and on-demand Educational Webcast are accepted by the CFP Board towards CFP®. CFP CE eligibility will be indicated in the summary description of each Educational Webcast. Please include your CFP identification number and the name the Board has on file for you, at the time of registration for every eligible live and on-demand Educational Webcast.
We are an approved continuing education provider with the Investment and Wealth Institute. You will find many of our live and on-demand Educational Webcast are accepted by the Institute for CE credit towards CIMA®, CPWA®, RMA®, and CIMC® certifications. IWI CE eligibility will be indicated in the summary description of each Educational Webcast. Please include your IWI identification number and the name the Institute has on file for you, at the time of registration for each live and on-demand Educational Webcast.
We are an approved continuing education provider with The American College of Financial Services. You will find many of our live and on-demand Educational Webcast are accepted by the The American College of Financial Services for CE credit towards ChFC®, CLU®, RICP®, WMCP®, CLF®, FSCP®, CAP® and ChSNC® certifications. The American College of Financial Services CE eligibility will be indicated in the summary description of each Educational Webcast. Please include your The American College of Financial Services identification number and the name the Institute has on file for you, at the time of registration for each live and on-demand Educational Webcast.
We are an approved continuing education provider with The ETF Institute. You will find many of our live and on-demand Educational Webcast are accepted by the The ETF Institute for CE credit towards CETF® certifications. The ETF Institute CE eligibility will be indicated in the summary description of each Educational Webcast. Please include your The ETF Institute identification number and the name the Institute has on file for you, at the time of registration for each live and on-demand Educational Webcast.
CFA Institute allows CFA Institute members to self-report live and on-demand Educational Webcast for CFA® and CIPM® CE credit.
What do I need to do to complete a CE-eligible program?
- First, register for a CE-eligible Educational Webcast (live or on-demand). CE eligibility will be indicated in the summary description of the Educational Webcast.
- During registration, enter your name and applicable ID number, exactly as your accreditation institution has on file for you.
- Live Educational Webcast:
- Watch at least 50 minutes of the live Educational Webcast.
- On-demand Educational Webcast:
- Watch at least 50 minutes of the on-demand Educational Webcast and successfully complete the quiz (80% or higher) within the first three tries.
When is successful completion of CE-eligible Educational Webcast reported?
We report your completion of our eligible live and on-demand Educational Webcast to the CFP Board, Investments & Wealth Institute, The American College of Financial Services and The ETF Institute at the end of each week. Should you need immediate verification of your completion, simply download the certificate available from the online platform.
How do I download my certificate?
If you’ve already attended the live Educational Webcast for at least 50 minutes:
- Log back into the Educational Webcast using the same link and registration details as the live version.
- Download the certificate from the certificate folder in the navigation bar at the bottom of your screen.
If you’re completing the on-demand version of the Educational Webcast:
- Watch at least 50 minutes of the Educational Webcast.
- Complete the quiz (click on the pencil and paper icon at the bottom of screen) with a 80% or higher score, within the first three tries.
- Download the certificate from the certificate folder in the navigation bar at the bottom of your screen.
How will I know when I receive my CE credit?
You should be able to see your completed CE credits within your personal dashboard through your accreditation institutes’ website within 7 business days of completion.
It’s been 7 business days and I don’t see my completed CE credits on my institutional profile. Why?
- Look for the graduate cap icon on the Educational Webcast description page on this website in the blue header image
to confirm that the Educational Webcast is CE-eligible with your institution. - You might have provided an incorrect CFP, IWI, American College of Financial Services or The ETF Institute ID number when registering for a Educational Webcast.
Where can I find the appropriate course ID number to self-report my CE Credits?
This number is available on your CE certificate, which is downloadable 50 minutes after a live Educational Webcast is completed. For on-demand, the certificate becomes available after successful completion of the quiz (passing score of 80%) at the end of the Educational Webcast.