Financial Planning Association:

To check the staus of your CE credits with the CFP Board or NC 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.  For program ID please check your profile for programs attended or contact administrator.
  2. For NC Insurance credits. If credits are not posted check with administrator 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


The North Carolina Department of Insurance  North Carolina Department of Insurance

NC Department of the Secretary of State

Social Security Administration

Allied Organizations:

The North Carolina Association of CPA's

National Association of Insurance and Financial Advisors


The FPA of the Triangle does not endorse or recommend any particular provider listings on this page.  They are simply for the benefit of information sharing with FPA Members.

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