How Do I Report My CE Credits for Ascend?

Thank you for attending Ascend.

As a retirement services industry professional, you must remain current with law changes, new regulations, and market trends to provide the best service to your clients. Continuing your professional education is one way to stay abreast of the changes and maintain your competitive edge.

Ascend is approved for continuing education credits with the following certification sponsors.

To ensure that your continuing education credits are tracked properly, simply follow the steps below.

  • CFP – Complete the certificate of completion and retain for your records. To have Ascensus report your CFP credits to the CFP Board, email education@ascensus.com and indicate that you hold the CFP designation, and the date and location of where you attended Ascend. Within 30 days of receiving your email, Ascensus will contact you to obtain your CFP Board number along with a list of the courses that you attended at Ascend.
  • CISP, CRSP, and CTFA – Complete the certificate of completion and retain for your records. To report CISP, CRSP, and CTFA credits, you must visit the Member Services page of the ICB website: http://www.icbmembers.org. You must have a member ID and password to access your personal information. If you do not have your five digit member ID, please contact ICB at 202-663-5092 or by email at icb@aba.com.
  • CPA/PFS – To receive a CPA/PFS designation specific certificate of completion, email education@ascensus.com and indicate that you hold either the CPA or PFS designation, and the date and location of where you attended Ascend. Within 30 days of receipt of your email, Ascensus will issue a certificate of completion and email the certificate to you.
  • CPC/QKA/QPA – Complete the certificate of completion and retain for your records. To obtain an ASPPA attendance verification form from Ascensus, email education@ascensus.com indicating which ASPPA designation you hold, and the date and location of where you attended Ascend. Within 30 days of receipt of your email, Ascensus will issue an attendance verification form and email the form to you.

Ascend meets the continuing education standards and is appropriate for the following designations. Complete a certificate of completion and retain for your records. For procedures on tracking your continuing education credits for these designations, contact the sponsoring organization.

  • AAMS
  • AIF/AIFA
  • CFA
  • ChFC
  • CIMA
  • CRC
  • CRPC
  • CRPS
  • NCCO
  • QPFC
  • RICP
  • RP