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CSPM & CSPS Continuing Education Requirements |
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12 credit hours are required annually to maintain certification for both Master and Specialist certifications
Continuing Education (CE) credits can be earned by attending courses offered by SOF and other educational firms, attending securities industry events such as seminars, workshops and conferences, and taking in-house courses offered by the certification holder's own firm.
The credit available for individual activity types is listed below.
 Pre-approved once completed. These activity types do not need to be submitted and will be up-dated automatically into your CE credit history.
 The amount of credit for these activity types is listed as a guide only. Actual amount of credit granted will be contingent on the actual activity upon review by SOF. Each of these activities must be submitted through the online form on this website with a description of the activity.
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Approved Activity Type |
CE Credits |
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Classroom courses offered by SOF, outside of the Credential Program |
1 credit per class hour
(see SOF course list) |
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eLearning courses offered by SOF, outside of the Credential Program |
see SOF eLearning course list |
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Speaking roles at conferences sponsored by ISITC-IOA or SOF |
5 credits per speech |
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Committee activity for ISITC-IOA (Chairperson or Co-Chair) |
10 credits per year |
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ISITC Committee and Working Group participation |
Up to 5 credits per year and approved by the Chairperson |
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Attendance at ISITC conferences or Working Group Meetings |
5 credits per conference day; 3 credits for a half day |
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Submitting articles to the Journal of Securities Operations that are published |
5 credits per article |
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Committee participation for other industry associations |
7 credits per year |
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Courses presented by industry associations, such as SIA, ABA, ICI, etc. |
1 credit per class hour |
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Courses provided by the candidate's own firm |
1 credit per class hour |
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Conferences offered by industry associations, such as SIA, ABA, ICI, etc. |
3 credits per conference day |
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Conferences offered by professional organizations, such as IIR, IBC, etc. |
2 credits per conference day |
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Teaching of industry related courses |
1 credit per class hour |
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