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Continuing Education
Financial Research Associates provides continuing education opportunities for:
CPAs and Financial Professionals: FRA is an approved sponsor on the National
Registry of CPE Sponsors (sponsor number 107438) for group-live based courses
(sponsor number 107438) and group-internet-based courses (sponsor number 107438).
To determine if CPE credits will be granted for your attendance, please refer to
the conference brochure for program eligibility.
Attorneys: FRA submits applications for Continuing Legal Education credits for
appropriate conferences. This process generally takes 6-9 months to advise FRA
of a determination if the program is approved for credit. FRA Typically only
applies to one state for CLE approval, typically a state with wide reciprocity.
Upon receipt of approval FRA will provide you with the pertinent information so
you can apply to your respective state. If you have questions or need further
information on other states, please contact our Head of Operations, Lori Boothe
at lboothe@frallc.com.
Hardship Policy: Financial Research Associates' hardship policy is handled on a
case-by-case basis. For those who cannot afford the standard fee to attend, our
executive committee reviews each request for a reduced fee and will in nearly all
cases accommodate the person needing to attend at a reduced fee. This reduced
fee is determined by contacting the person directly and determining how much s/he
can afford to pay. Typically, sole practitioners or attorneys in offices with
fewer than 5 employees with revenues of less than $500,000 per year are entitled
to a 20% discount. If you have questions contact Lori Boothe at
lboothe@frallc.com.
FAQ's on CLE and CPE
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What is the difference between CLE and CPE credits?
Continuing Legal Education (CLE) is required for attorneys. Continuing professional
education (CPE) is required for CPAs.
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How do I know if the program that I am attending is CLE or CPE eligible?
If a program is eligible for either CLE or CPE it will be listed in the conference
brochure. If you are not sure or have any questions, please email Lori Boothe at
lboothe@frallc.com.
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When can I expect my CPE certificate?
Approximately two (2) weeks after the conference your CPE Certificate will be emailed to you.
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When can I expect my CLE certificate?
Generally it takes 6-9 months to give us a determination if the program is approved for credits.
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Who do I contact with questions on CLE/CPE?
Please contact Lori Boothe with any questions at lboothe@frallc.com.
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