Retirement Plan Governance Best Practices: Fiduciary Responsibility 1 Credit 1 Credit
Learning mode
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Enrolled Agents (EA) (Approval No. GEHNZ-T-00555-21-O) | 1 CE | Approved |
| Annual Filing Season Program (AFSP) | 1 CE | Approved |
| California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-00535) | 1 CE | Approved |
| Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00555-21-O) | 1 CE | Approved |
| Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-00576-21-O) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00555-21-O) | 1 CE | Approved |
| Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Enrolled Agents (EA) (Approval No. GEHNZ-T-00555-21-O) | 1 CE | Approved |
| Annual Filing Season Program (AFSP) | 1 CE | Approved |
| California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-00535) | 1 CE | Approved |
| Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00555-21-O) | 1 CE | Approved |
| Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-00576-21-O) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00555-21-O) | 1 CE | Approved |
| Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| CIPM | 1 PL | Eligible |
Credit
1
Course Level
Advanced
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
Basic Understanding And Experience Of Retirement Plan In Financial Planning
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Kathleen Dulko started her financial services
career as a CPA focusing on retirement plan, health care, and government
audits. In 2010, she earned the position of Corporate Controller for a
tax-supported healthcare system, where she was a member of the Retirement Plan
and Investment Committees, overseeing more than $1 billion in assets. Ms. Dulko
joined Ashford Investment Advisors in 2017 where she serves as a 3(38)
Investment Manager to her retirement plan clients. Connect on LinkedIn for
regular updates on Plan Governance!
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
PRL
Ms. Dulko was very knowledgeable in this subject, she gave us time to ask question; she informed us of her background, which I thought was very helpful. I just enjoyed the way she presented the lesson.
DS
Real life examples, knowledge of the presenter and the simplification of the material
May 09, 09:00 AM ET
.webp "Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)")
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