Continuing Education Credit

Request continuing education (CE) service on the conference registration form. A $25 service charge is due at the time of your request. Make sure to indicate your profession(s) and state(s) you are licensed in.

Onsite Information and Hotline

CE information is available on site. Personal assistance is available via the courtesy phone at the CE table (located in the registration area). The International Foundation's CE administrator will be available to answer your questions.
You may also contact the Continuing Education Department following the conference at (262)786-6710, option 2, or email continuinged@ifebp.org .

Attendance

Attending professionals must be aware of CE requirements and procedures; i.e., for insurance credit, state preapproval requirements must be met. Lists of sessions applicable for credit will be available on-site at the continuing education table, as well as on the Foundation web site and mobile app (coming soon).  

Continuing education attendance forms must be submitted at the conclusion of each session. Personalized yellow CE attendance forms will be included in your registration packet on-site if you request continuing education credit in advance. You may also request CE onsite in the Registration area and obtain blank forms. The $25 service fee must be paid at the time of your request.
Make sure to fill out all CE attendance forms completely! Failure to complete forms properly may prohibit administration of your continuing education.

Insurance Producers

The International Foundation seeks approval of the Annual Conference from state insurance departments based on requests made on the program registration forms. Approval is not automatically sought in all states. See the chart below for state approvals from the 2011 Annual Conference.

Most states require receipt of an approval request at least 60 days in advance of the program. It is important that insurance producers who need continuing education credit register early to ensure program approval will be sought in your state! Please direct any questions you may have to Lisa Walbrandt at (262)373-7642 or lisaw@ifebp.org.

Click here for a list of pre-approved insurance sessions from the 2011 conference. 2012 preapproved sessions will be posted as the information becomes available.  

If your state is not listed in the insurance approval chart below, no request for credit was made for 2011. Please contact the Continuing Education department with any questions.

NASBA (Credit for CPAs)

The INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Registry ID# 103063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417; Web site: www.nasba.org. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.

Click here for a listing of NASBA topic recommendations by session from the 2011 conference. 2012 topic recommendations will be posted as the information becomes available.

The Annual Employee Benefits Conference is a group-live instructional course and is an update for CPAs regarding topical concerns in the employee benefits field. There is no prerequisite or advance preparation required. For more information regarding administrative policies such as complaint and refund, please contact our offices at (262) 786-6700.

Enrolled Actuaries

The International Foundation is an approved sponsor of continuing education programs for enrolled actuaries under Section 20 CFR Part 901.11 (g)(2)(iii) of the final Rules and Regulations governing those enrolled to perform actuarial services under ERISA.

Recommendations for CORE and NONCORE credit will be provided on site as well as the link below. The final decision as to applicable credit rests with the Joint Board for the Enrollment of Actuaries.

Click here for a list of sessions recommended for CORE and NONCORE credit from the 2011 conference. 2012 core/noncore recommendations will be posted as the information becomes available.

Attorney MCLE

State CLE credit approvals are based upon requests for credit received on registration and CE attendance forms. The 57th Annual Employee Benefits Conference was eligible for a maximum of 825 minutes of MCLE instruction (11 sessions).

Click here for a list of sessions recommended for MCLE credit from the 2011 conference. 2012 MCLE recommendations will be posted as the information becomes available.  

Certified Financial Planners (CFP)

The International Foundation is a registered sponsor of continuing education with the Certified Financial Planner Board of Standards. The 57th Annual Employee Benefits Conference was approved for a maximum of 16.5 credit hours. 2012 approval information will be posted as it becomes available. 

Certified Financial Analysts (CFA)

The 57th Annual Employee Benefits Conference was approved by the CFA Institute for 11 credit hours. Note the tracks approved for credit:
Fiduciary Responsibility, Pension, Investments.
Each session was qualified for 1 CE credit hour. 
2012 approval information will be posted as it becomes available.
 

Certified Investment Management Analyst (CIMA)

The 57th Annual Employee Benefits Conference has been approved by the Investment Management Consultants Association (IMCA) for 21 CE hours (toward CIMA/CIMC/CPWA certifications).
Main Conference
Sunday, October 30 - 1.5 CE
Monday, October 31 - 7.5 CE
Tuesday, November 1 - 7.5 CE
Wednesday, November 2 - 4.5 CE

Certificants who attend the program are individually responsible for completing and submitting the CE form, http://www.imca.org/main/do/ReportCIMACE in order to receive CE credit.
2012 approval information will be posted as it becomes available.

Continuing Education Credit for Other Professionals

For information regarding earning credit for professions other than those listed here, contact the Continuing Education Department at (262)786-6710, option 2; email: continuinged@ifebp.org.