To check the staus of your CE credits with the CFP Board or NC & SC Insurance Departments:

  1. CFP – go to the CFP board web site at: and check the staus of filings. If not credited, you can credit your own account with the information on individual programs charted below. FPA Charlotte keeps the list of individuals that successfully completed the correct information with which to be able to file for 2 years.
  2. For NC Insurance credits. If credits are not posted check with to make sure your name was submitted.  If your name is registered and submitted, questions are directed to the third party CE processor Prometric.  Follow up for postings for CE credits is at their web site: or call 1-800-490-6551 
  3. For South Carolina Insurance credit postings and records, contact: www. or call 1-800-490-6551
  4. CPA’s – If you need a certificate or proof of attendance for CPE’s for sessions you have attended with FPA Charlotte, contact:

    For detailed information for past CE programs click here