Through September 30, enjoy 30% off all 21/64 tools with code 2164SUMMER30.

21/64 Certified Advisors: You can combine this offer with your Certified Advisor discount for nearly 50% off your tools!

Continuing Education Credits – Participants Guide

21/64 offers continuing education (CE) credits for select Approach Trainings and Workshops. This one-page guide outlines what to expect, how credits are earned, and how reporting works for each credentialing body.

At-a-Glance

  • Eligible Programs: Select 21/64 Trainings & Workshops (as indicated on registration pages)
  • Credentials Supported: CAP®, CFP®, and CFRE®
  • Format: In-person and virtual (varies by program)
  • Documentation: Certificate of Completion provided after attendance requirements are met
# of Credits for Approach Training
12.5
(based on CFP credits)
12.5
(See registration pages for exact #)
10.5 – 11
(See registration pages for exact #)
# of Credits for other trainings & workshops
See registration page at 2164.net
See registration page at 2164.net
See registration page at 2164.net
How are credits reported?
Self-reported
21/64 reports
Self-reported
Required C.E. credits to maintain designation*
~30 credits per two-year period
~30 credits per two-year period
~45 credits per three-year period

* The information on this chart is provided for reference only. Reporting standards and credit requirements differ for CAP®, CFP®, and CFRE®, and may change over time. 21/64 cannot be held responsible for program participants not meeting their individual designation requirements.

Frequently Asked Questions

How many credits will I earn?

Approved credits/hours vary by program and credential. The exact number of credits for each credential will be listed on the event registration page.

Yes. Participants must attend the full session(s) as required by the credentialing body to earn CE credit.

Attendance is tracked by the 21/64 team through in-person attendance verification and participation records for virtual programs.

Yes. A Certificate of Completion will be emailed after the program, once attendance is verified.

In most cases, CE credits are included in the registration fee. Any exceptions (e.g., CFP reporting fees) will be clearly noted during registration.

Certificates are typically issued within one week following the program.

No. Unfortunately, we are not able to award CE credits for prior programming. To receive credits, you must let us know in advanced of programming as part of the registration process.

What to Do After the Program

1. Confirm your attendance was recorded correctly
2. Watch for your Certificate of Completion via email
3. Self-report credits where required (CAP, CFRE)
4. Retain documentation for your records

Additional Questions?

To learn more about CE credits, certificates, or reporting, please contact 21/64 at [email protected]. To learn if a training or workshop is eligible for CE credits visit the event registration page on 21/64’s calendar of events webpage.

Note: CE approvals, credit amounts, and reporting requirements are subject to change based on
credentialing body policies