CEP & CE Credits

Workshops Eligible for CEP Credit

Designated workshops have been approved by the Certified Equity Professionals Institute (CEPI) for Continuing Education for Certified Equity Professionals (CEPs).

If you are a CEP and you attend a workshop which has been approved for CEP Continuing Education credit, you should note in your own records for your next CE filing. Further information and filing forms can be obtained at the CEPI website.
Workshop eligible for CEP credit:
  • Employee Stock Purchase Plans: Trends and Best Practices
  • Equity Programs Need Not Stand Alone: Build Them Into Your Financial Wellness Program
  • Global Gurus: Learn From the Masters
  • News You Can Use: Key Trends in Global Equity Compensation

Workshops Eligible for CE Credit

We are a continuing education (CE) sponsor and several of the Bank of America Retirement & Benefit Plan Services 2019 Client Conference workshops are eligible for CE credit towards your Certified Financial Planner™ (CFP®) certification. Continuing education sponsors are organizations that have submitted their programs to the CFP® Board of Standards for review to verify that the programs meet their continuing education standards. Only those CE sponsors who have registered programs with the CFP® Board may advertise that the programs have been submitted to CFP® Board for CE credit.
Workshops eligible for CE credit:
  • A Fresh Perspective on Asset Allocation Products in Your Defined Contribution (DC) Menu
  • Any Person, Any Stage, Any Budget: The ABCs of HSAs
  • Big Data, Big Results: Using Analytics to Maximize Your HSA Strategy
  • Considerations in Structuring Your HSA Investment Menu
  • Legislative and Regulatory Updates
  • News You Can Use: Key Trends in Global Equity Compensation
  • Rx for Health Care Costs in Retirement
  • Tick Tock: Do Hourly Wage Earners Take a Different Approach to Their Financial Goals?
  • Tips for Managing Your Defined Contribution (DC) Plans in a Fast-Paced Environment

Receiving Your Certificate

Information on receiving your certificate will be communicated at the conference.

Thank you to our conference sponsors

American Century Investments

American Funds


Eaton Vance

Federated Investors


John Hancock Investments

Lord Abbett



Natixis Investment Managers


T. Rowe Price