Continuing Education Details
Continuing Education Credits
The CEA® course is accredited by many state insurance depart-ments for 15 hours continuing ed credits for life insurance licensees (a few states allow less credits). See attached list of states which approve continuing ed, or contact ashley@nafep.com to inquire about your state. Also, the course material is accepted by and meets the requirements of the CFP™ Board for 15 hours of continuing ed for CFP™ certificants. Successful com-pletion of the CEA® exam is required in order to receive continuing ed credits.
Note that there are additional charges for continuing ed credits, see the next topic.
Costs
The CEA® price covers the study material, exam and certification process, and maintains the NAFEP membership status for one year. Also included are the items listed in the Other Benefits and Materials text box to the left. In each subsequent year the CEA® must pay $90 dues. Annual dues cover the cost of NAFEP professional mailings, new client tools and materials, keeping CEAs posted on important new information in the estate planning field, NAFEP monitoring of the status of the CEAs' underlying licenses, and the cost of maintaining active CEA® status.
Price Schedule and Options:
$495 - Basic CEA® costs, ships with materials listed Below. Shipping costs are covered.
$65 - Additional for either the CFP™ or the State life insurance continuing ed.
$95 - Additional for BOTH CFP™ and State life insurance continuing ed.
Other Benefits and Materials Received
As a NAFEP Certified Estate Advisor®, you will receive a host of free materials and services which are invaluable in your existing practice. At no extra charge, CEAs receive the following:
- CEA® Training Manual
- Trust & Estate Planning Seminar (PowerPoint)*
- Seminar Study Guides (reproduce freely)
- An Array Of Client Handout Material
- NAFEP Newsletter on Relevant Estate Topics
- NAFEP Assistance in Client Estate Planning
- Discount Attendance, NAFEP Training Seminars
- Affiliation With The Top Expertise in the Field
* The seminars alone, which include scripts and study guide handouts, are worth thousands of dollars. These are professionally prepared, visually striking, color presentations which allow you to put on first class seminars and other presentations.
State Life Insurance Continuing Education Credits
NAFEP's Continuing Education program is a new option we are offering to CEA® candidates. Below is a list of the states in which NAFEP intends to receive authorization for CE credits in the near future. Please be aware, if you are under a deadline, and need CE credits immediately and your state has not yet approved our program, you may want to consider a different CE provider.
List of States and Continuing Education Approval Status.
| Alabama (15) |
Alaska (*Pending) |
Arizona (22) |
Arkansas (15) |
California (15) |
| Colorado (14) |
Connecticut (22) |
Delaware (15) |
District of Columbia (15) |
Florida (*Pending) |
| Georgia (7) |
Hawaii (13) |
Idaho (*Pending) |
Illinois (15) |
Indiana (15) |
| Iowa (18) |
Kansas (12) |
Kentucky (12) |
Louisiana (*Pending) |
Maine (12) |
| Maryland (16) |
Massachusetts (18) |
Michigan (12) |
Minnesota (*Pending) |
Mississippi (*Pending) |
| Missouri (15) |
Montana (13) |
Nebraska (*Pending) |
Nevada (*Pending) |
New Hampshire (13.5) |
| New Jersey (15) |
New Mexico (*Pending) |
New York (15) |
North Carolina (*Pending) |
North Dakota (15) |
| Ohio (20) |
Oklahoma (15) |
Oregon (15) |
Pennsylvania (12) |
Rhode Island (*Pending) |
| South Carolina (*Pending) |
South Dakota (9) |
Tennessee (12) |
Texas (*Pending) |
Utah (6) |
| Vermont (22) |
Virginia (22) |
Washington (7) |
West Virginia (12) |
Wisconsin (*Pending) |
| Wyoming (15) |
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States with "(number of hours)" have been approved for the number of credit hours listed. Remaining states show anticipated approval date. "Pending" status means application for continuing education credits have been submitted and are awaiting approval from the respective state's department or commission of insurance.
*Status is as of August 4, 2005
Click here to Start the CEA® Program Enrollment Process
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® The CEA and CERTIFIED ESTATE ADVISOR are registered service marks of NAFEP.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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