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How to set up a Super CE event?

Step 1: Getting Started 

  • From within your account, click the blue New Seminar Set Up button in the top, right corner of the screen.

  • Read the Instructor-led Seminar Agreement and click on I Agree to continue.

  • You should now see the Select Instructor screen. Under the delivery type drop-down menu, choose Super CE.

  •  Next, select the instructor and the host. Confirm the information and click on Continue.

*    Admin role may schedule for any instructor whereas Instructors may only set up events for themselves.
*    If the course is being taught on behalf of someone other than the instructor, please choose them as the host from the drop-down. Otherwise, if the instructor is hosting, choose “Instructor is Host.” 

Step 2: Seminar Information 

  • Start by filling in the necessary seminar information including: Date, Time, Event Name, Location (for in-person enter physical location, or for virtual/webinar delivery you can simply use either the location of your firm or your WFH address), and Contact info and Max Number of Attendees.

*    All information in this section pertains to the one-hour review session.
*    Be sure to look over your information carefully before moving on – once you continue, you will not be able to go back to make edits. 

  • Once the form is complete, click Continue.

Step 3: Course Selection (Main Course) 

* Please note, that if at any point you decide to cancel the seminar using the Cancel Setup button in the upper, right-hand corner of the screen, the information will be permanently deleted. 

  • First, you must select if you want General credits (this can be for state insurance or designation) –choose Yes or No.

  • Assuming you selected Yes, then you will now be prompted to choose which main Course you want for your event –under the Select A Course drop-down menu choose the first/main course.

  • Now, for your main course, under Initial Credit choose a main credit (after that, you can use the checkboxes to add additional credits for more states and/or designation credits as well).

  • Under Do You Want Additional Credits? please choose Yes or No if you want to add additional ethics credits in addition to your main course (the extra credits can be state insurance ethics, designation ethics, or both) – then click Continue.

* Ethics credits are optional – if you selected No please skip the next section.

Step 4: Course Selection (Ethics Credits) 

  • If you selected Yes you want additional credits for Ethics, on the next screen under Select A Course choose which Ethics course you want to add. Then, under Initial Credit choose which credit you want this to be set up for.

* After adding Ethics credits, you have options to continue adding more additional ethics credits (i.e. state-specific state insurance ethics or you can include designation ethics such as CFP ethics). Otherwise, if you do not want to add more ethics, you may now skip past this by clicking Do you want additional CE credit (ie Ethics)? and then choosing No.  

  • Once you finish adding all your different general and ethics credits, now you have the option to include additional Contacts for the event. Enter them here now if you would like them added, otherwise leave those spots blank.

  • Under Delivery Method if you want to receive event details emailed with attachments which can include items such as FAQs and monitor affidavits, click Email - Attachments. If you want just the event details, click Email - No Attachments. Then click Continue.

  • Lastly, review all the event information for accuracy and finish by clicking Submit Request.

Once Approved: Accessing the Registration Link & Code

* Please note the registration link and access code will be available after the course has been marked “Approved” in the system.

  • From the main dashboard, click the Seminars icon in the menu at the top of the page.

  • Locate the desired Super CE seminar and click the View Seminar   icon to the right. 

  • Next, scroll down to view the Super CE Information. Here you will find:

    • Registration Link: This is the link that can be shared with advisors who will be participating in the Super CE event.
    • Registration Code: This is the code advisors will need in order to register for the event, view/download the self-study course materials and access the exam.