Inceptia’s Personal Financial Management Certification New CEU Process

Instead of logging into your individual CPFM portal to submit CEUs, you may now simply send an email to with the following information:


  • Total number of CEUs being submitted
  • A brief description of your Continuing Education Units
  • Type of Education Unit, including:
    • For a Conference, please attach/link to a schedule, program or other material that indicates dates, time, and length of session attended.
    • For a Webinar, please attach Proof of Attendance in the form of a receipt or confirmation with your name on it.
    • For a Peer-Reviewed Journal Article, please provide the Journal’s Volume and Issue number with the Name of the Journal, and include the Page numbers with the Title of the article.
    • For a Course, please attach the enrollment verification, or a report showing your grade.
    • For another Examination, please attach your certificate of completion.
    • For Financial Education Delivery, please include the method of delivery.


Once you have submitted CEUs via this new process, you will receive an email confirmation that your submission has been received for review. As a reminder, CPFM holders are required to complete 20 CEUs every 24 months in order to maintain certification.


If you have any questions regarding the new submission process or the CPFM program, please feel free to contact us.