Continuing Education Credits for the FEA Designation

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Continuing Education Credits

FEA designates are required to commit to seven (7) hours of continuing education (CE) annually in order to keep current and retain their FEA certification. The yearly requirement for 7 CE credits runs from January 1 – December 31 every calendar year. CE credits must be earned during the current calendar year and cannot be carried forward to future years.

Examples of Pre-Approved Activities

4 credits

Book Report

1 credit / hour

Teaching (related to FEA)

4 credits

FEA Exam adjudication

1 credit / hour

Conferences/Symposiums

1 credit / hour

Seminars/Webinars

1 credit / hour

Workshops

1 credit / hour

Speaking event delivery

1 credit / hour

Formal education course

1 credit / hour

FEX education event

Credits will be assigned to activities which enhance, improve, or expand an FEAs skills, knowledge, and abilities in the field of family enterprise advising. Eligibility is based on whether the event has enhanced the advisor’s knowledge of family enterprise advising. The decision is based on the following: “Did the activity enhance the participant’s knowledge of family enterprise advising and make them a better advisor to business families?”

FEA designates are required to report 7 CE credit hours annually on their FEX member account by December 31 each calendar year. To report CE credit hours, log in to your FEX member account and select Track My CE Credits from the login menu.

Many FEX events are eligible for CE credits. When registering for an event, please ensure you are logged in to your FEX member account. After the event, the applicable CE credit(s) will be awarded to you.

New FEA designates are granted a grace period for CE credits.

Received designation Grace period Example
January 1 – May 31 The remainder of the calendar year. Received designation in April 2020.

CE credits are required by December 31, 2021.

June 1 – December 31 The following calendar year. Received designation in October 2020.

CE credits are required by December 31, 2022.

FEA designates should keep a detailed record of their CE credits should FEX choose to conduct an audit.

Designates who fail to report CE credits within the calendar year or fail to gain the 7 CE credits within the calendar year are in breach of the FEA Code of Ethics and Professional Standards.

Requests for a waiver of the CE requirement due to extenuating circumstances will be reviewed on a case-by-case basis. Written requests along with supporting documentation should be made to Russel Baskin National Director, Education & Programs.

Should a dispute arise regarding the granting of CE credits for various activities, a written request for review along with supporting documentation should be made to the FEA Standards & Ethics Committee. The Committee’s evaluation shall be considered a final determination of credit. The requirements stated above are subject to revision by the FEA Standards & Ethics Committee. Changes and additions will be posted on the FEX website and a notification of these changes will be sent to all FEA designates. Designates are responsible for staying up-to-date and meeting the current requirements.

Contact Us

Phone

1.866.849.0099 ext. 260
Email us about earning your CE credits
Questions about FEA CE credits?




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