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Renewing your designation isn’t just a formality—it keeps your credentials active, recognized, and respected in the financial planning profession. Staying up to date shows your commitment to continued learning and professional excellence. How to Renew Your Designation: Log in to your portal before your renewal date.…
⏳ Don’t Forget Your CE! Stay on Track for Renewal Let’s keep your designation active and your knowledge sharp. Have you reviewed your CE status recently? Staying current with your Continuing Education (CE) isn’t just about meeting a requirement — it’s about maintaining credibility, staying compliant, and continuing to grow…
Let’s Talk Continuing Education (CE) Whether you're renewing your designation or planning ahead, it's important to know what qualifies as CE credit — and what doesn’t. We’re here to clear up the confusion and help you stay on track. ✅ What Counts as Acceptable CE Documentation? To meet designation renewal requirements, CE…
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