CE Credit FAQs: | ETF Trends

CE Credit FAQs:

Please contact events@etftrends.com regarding any webcasts or CE Credits if what you need goes beyond the following FAQs. Please include your CFP or CIMA number, the name your institution has on file for you, and the name of the webcast for any inquiries regarding missing CE credits.

 

Which institutions do we submit reports to?:

Our CE credits are only accepted for these accreditations: CFP, CIMA, CIMC, or CPWA.

How do you track CE Credits?:
  • During registration, you must enter your name and CFP or CIMA ID number exactly as your accreditation institution has on file for you.
  • CE credits are recorded by webcast attendance list via automated tracking for anyone who provided CFP or CIMA numbers when they registered for that webcast. Unfortunately, we do not maintain user profiles to track your progress for you; all attendances are tracked by webcast. it’s strongly recommended that you keep track of your own continuing education journey manually, or by downloading your certificates at the end of each webcast (see below).
  • CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker. We do not report for any CFA CE credits.
What are the requirements in order to receive CE credit?:
  • During registration, you must enter your name and CFP or CIMA ID number exactly as your accreditation institution has on file for you.
  • Live webcasts: watch at least 50 minutes.
  • On-demand webcasts: watch at least 50 minutes, then take the 10 question test with a passing grade of 70 percent within the first three tries.
When are CE credits reported?:

Our automated reporting system posts attendee lists for live-attended CE credits at the end of every week, and on-demand credits every two weeks.

How do I download my certificate?:

If you’ve already attended the live webcast for at least 50 minutes:

  1. Log back into the webcast using the same link and registration details as the live version.
  2. Download the certificate (which will be in the yellow icon in the navigation bar at the bottom of your screen within the webcast).

If you’re completing the on-demand version of the webcast:

  1. Log back into the on-demand webcast using the same link and login as the live webcast (make sure you have provided your CFP or CIMA ID when registering).
  2. Watch at least 50 minutes of the webcast.
  3. Complete the 10 question test (in the hot pink icon at the bottom of screen) with a passing grade of at least 70 percent within the first three tries.
  4. Download the certificate (which will be in the yellow icon in the navigation bar at the bottom of your screen within the webcast).
How will I be notified when I receive my CE credit?:

Your CE credits will be visible on your account.

I’ve entered my information, but not receiving credit:
  • You might have provided an incorrect CFP or CIMA ID number when registering for a webcast.
  • Make sure the webcast you are watching is eligible. Look for this graduate cap icon on the webcast description page on this website in the blue header image to confirm that webcast is eligible for credits.
  • 30-minute LiveCasts are not eligible for CE Credits.
  • If you believe your CE credit was missed, please email events@etftrends.com so we can re-report it for you. We require your CFP or CIMA number, the name your institution has on file for you, and the name of the webcast – all are required in order to submit or resubmit attendance.
Where can I find the CFP or CIMA course ID?:

It will be provided on your CE certificate, which is downloadable after 50 minutes of a webcast is completed, either live or on-demand. Note that on-demand attendees must take an additional test with a minimum passing score of 70 percent.