FREQUENTLY ASKED QUESTIONS

CE Credits
  • For attendees who viewed the Women Adviser Summit Live on June 23rd, you are eligible to receive 3 CFP Board Credits. You must have provided your CFP number upon registration.
  • For those who provided a CFP number, we will automatically submit the credits for you. You will also receive a certificate, via email, showing completion.
  • For those who did not provide/have a CFP number, you will receive a certificate of completion and you must self-submit to your appropriate accrediting agency.

CFP Board Continuing Education Credit

  • FPA applies for acceptance from CFP Board and reports continuing education to CFP Board on behalf of attendees. CFP Board has final authority on acceptance of eligible sessions. To ensure that your CFP Board CE credit is processed, please be in the room within the first 10 minutes of the session.
  • Reporting Continuing Education Credit 
    • FPA will automatically report credit to CFP Board within three weeks of the conference. Please be certain your FPA online profile contains your CFP Board ID to ensure timely reporting. If you hold another designation, please plan to self-report credit to other associations or boards, including Society of Financial Service Professionals (SFSP), Professional Achievement in Continuing Education (PACE), The Investments & Wealth Institute (CIMA) and American Institute of CPAs (AICPA). Download and print a certificate of completion from the FPA website one to two weeks following the conference for self-reporting purposes.

Instructions on how to receive CE credit will be available in the mobile app and at the FPA Booth in the Exhibit Hall. Attendees must attend the required duration in order to receive credit. For additional questions related to continuing education credit, please contact FPA Support at (800) 322-4237 or info@onefpa.org

How do I access the Virtual Theater page?

1. If you are logged in, you will see the Virtual Theater tab on the top navigation bar. Click there to get to the player. This is where all the sessions will take place.

2. If you are not logged in, you'll see the PURPLE LOGIN button at the top right of your screen. Click to log in.

 

How can I make my profile private?

If you don't want your profile to be visible to other attendees on the event's website, click on the edit icon on the top right of your profile page (a 'pencil' icon in a blue circle). Under Profile Privacy, switch to Private Profile. You can change your privacy preference at any time.

 

How can I network with other attendees?

Visit the NETWORKING page on the event's website. Here you can see who is registered for the event. You can search by name or company name. Once you find someone you are interested in connecting with, click on their name. You can view their profile and message them.

 

Can I have a group discussion with the attendees?

Yes! On the Networking Page, scroll down past the attendee list to Join the Conversation Area. This chat function is available to everyone and it is a great opportunity to engage with your fellow attendees. PLEASE NOTE: if you’d like to ask a question to a speaker, you need to do it on the Virtual Theater page in the Q&A widget.

How can I ask a question to a speaker during the session?

To the right of the player you'll see a Q&A widget. If you have a question for one of our speakers, type your question there. Our speakers will do their best to answer your questions, if not during this event, then after it.

Where can I find speakers' presentations/ slides?

If a speaker made her/ his slides available to share, you can find the presentation, and any other materials, in the speaker's profile.  Visit the Speakers page, click on a speaker's photo, scroll down their profile to see the documents available to download. 

Will sessions be available to watch on-demand after the event?

Yes, we will have all of the sessions available on-demand 48 hours after the event. We will email you when the videos are available on our website.