✅ CEU Eligibility Summary (Provisional)
While the FSP Institute does not currently advertise CEU eligibility, many sessions appear to align with continuing education standards for financial, insurance, and estate planning professionals. Based on historical precedent and session content, attendees may be able to:
- Self-report CE hours to relevant credentialing bodies
- Request a certificate of attendance from the organizer (if available)
- Apply CE toward designations such as CFP®, CLU®, ChFC®, RICP®, and others supported by The American College or NAIFA
Until formal CEU details are published, professionals should consult their licensing body or contact NAIFA directly for guidance.
===============
Topics to include:
- ESOPs
- Financial Gerontology
- Next Generation Estate Planning
- Opportunity Zones
- Post-Mortem Estate Planning
- Social Security Optimization
- Special Needs Planning
- Tax Planning for 2025 & Beyond
