Continuing Education

Continuing Education Credits

The goal in requiring continuing education is to maintain and improve professional standards. Through continued learning, we hope FEA designates will stay relevant and build depth of practice to better serve Family Enterprises.

Requirements

FEA designates are required to commit to seven (7) hours of continuing education 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.

FEA designates have the balance of the calendar year in which they receive their designation as a grace period, with no CE requirements. Individuals who receive their designation in the months of October, November, or December will have the balance of the following calendar year to a maximum of a 15-month grace period. For example, if you completed your designation in November 2016, 7 CE credits will not be required until the end of 2018.

CE credits must be earned during the current calendar year, and cannot be carried forward to future years.


CE Activities & Credits

Activity Credit
Book Report 4
Teaching (related to FEA) 1 per hour of teaching
Adjucation for FEA exams 4 per session
Conferences/Symposiums 1 per hour of education
Seminars 1 per hour of education
Workshops 1 per hour of education
Formal Education Programs      1 per hour of education
Webinars 1 per hour of education
Speaking Events
1 per our of delivery
FEX Educational Events
1 per our of education


These pre-approved activities constitute a sample of education available in this field.


How does FEX Assign Credits?

Credits will be assigned to activities which enhance, improve, or expand advisors’ skills, knowledge, and abilities in the field of Family Enterprise advising. Eligibility is based on whether the event has enhanced the advisors 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?”

Reporting and Tracking CE Credits

CE hours should be reported online via the FEX website by completing the CE Credits completion form. Designates can either complete the form for single or multiple programs. CE hours must be submitted to FEX before the end of each calendar year. Extra CE hours, above the 7 required cannot be carried forward into future years. Designates should keep a detailed record of their CE credits should FEX choose to conduct an audit.

Submit CE Credits


Failure to Comply with CE Credit Requirements

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.

Waivers

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 FEA Standards & Ethics Committee.

Review of CEC Assessment

Should a dispute arise regarding the granting of CEC’s for various activities, a written request for review along with supporting documentation should be made to 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.

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Oakville, Ontario  L6K 3W7
866.849.0099
905.337.8375