To report your experience hours from the FPA Annual Conference please follow these steps:

 

Step 1: Log into your secure CFP Board account at CFP.net/login

Step 2: Click on Experience in the Certification Tracker

Step 3: Experience Type:

  • Select "I completed an internship or the Financial Planning (FPA) Residency Program"
  • Select "I completed the FPA Residency Program"; Continue

Step 4: Experience Details:

  • Start Date: enter 10/3/2018
  • End Date: enter 10/5/2018

 

When you click Save, the status will read Under Internal Review. When your entry is verified, within 1-3 business days, the status will change to Provisionally Accepted. When you pass the CFP Board exam, the status will change to Accepted.