Is VettaFi an approved CE Sponsor?
We are a CFP Board CE Sponsor. You will find many of our live and on-demand webcasts are accepted by the CFP Board for continuing education credits. CFP CE eligibility will be indicated in the summary description of each 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 webcast.
We are a recognized continuing education sponsor with the Investment and Wealth Institute. You will find many of our live and on-demand webcasts 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 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 webcast.
We are an approved continuing education provider with The American College of Financial Services. Please include your identification number with The American College and the name the College has on file for you, at the time of registration for every eligible live and on-demand webcast.
CFA Institute allows CFA Institute members to self-report live and on-demand webinars for CFA® and CIPM® CE credit.
What do I need to do to complete a CE-eligible program?
- First, register for a CE-eligible webcast (live or on-demand). CE eligibility will be indicated in the summary description of the webcast.
- During registration, enter your name and applicable ID number, exactly as your accreditation institution has on file for you.
- Live webcasts:
- Watch at least 50 minutes of the live webcast.
- On-demand webcasts:
- Watch at least 50 minutes of the on-demand webcast and successfully complete the quiz (70% or higher) within the first three tries.
When is successful completion of CE-eligible webcasts reported?
We report your completion of our eligible live and on-demand webcasts to the CFP Board, Investments & Wealth Institute, and The American College at the end of each week. Should you need immediate verification of your completion, simply download the certificate available from the online webcast platform.
How do I download my certificate?
If you’ve already attended the live webcast for at least 50 minutes:
- Log back into the 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 webcast:
- Watch at least 50 minutes of the webcast.
- Complete the quiz (click on the pencil and paper icon at the bottom of screen) with a 70% 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 webcast description page on this website in the blue header image
to confirm that webcast is CE-eligible with your institution. - You might have provided an incorrect CFP, IWI, or American College ID number when registering for a webcast.
Where can I find the CFP or IWI course ID number?
This number is available on your CE certificate, which is downloadable 50 minutes after a live webcast is completed. For on-demand, the certificate becomes available after successful completion of the quiz (passing score of 70%) at the end of the webcast.