The Super Wealthy Love to Learn


By Grant Cardone

The more you learn the more you earn. Be committed to personal growth. Show me someone learning something and I’ll show you someone highly motivated, excited, and someone who feels productive. Even though they aren’t actually producing something, the act of learning gives a sense of being productive—and therefore motivated. Pick up any book, go to any page, and within 3 paragraphs you’ll learn something you didn’t know. Try it right now, pick up any book anywhere.

Every time someone learns something what do they do? They get excited. They go and share their information even if they know just a little bit about the subject. Highly educated, highly successful people get on Cardone University and they tell me, “Wow—I didn’t know this!” It’s encouraging because it means there’s more to learn, a place to go and grow. You see, without goals and learning, you can’t be motivated. Start learning more and you’ll start producing more. The more you produce the more your morale will increase. The more you learn the more confidence you have.  And soon those same people will earn XTRA credit for my courses verified for continuing education credits.

When I was 25 years old, I made a commitment to learn. If you knew how many workshops, how many tape programs, how many books, and how much personal training I’ve gotten—it would blow you away. I read as many books and listen to as many mp3’s as I can. I’m a learning machine. The most successful people are great learners, studiers, and masters of their profession. According to the 2013 Forbes Billionaire List, 86% love to read and while only 26% of the poor do.

Imagine a doctor not continuing to educate himself on the latest medicine or lawyers not educating themselves on new laws? I want the best people around me—the best accountant, the best scientist, the most highly educated because they hold hope to new information. Successful people hold hope for new approaches and new possibilities. They don’t say, “I’ve been in this business 30 years and I know it all.” That’s a bad attitude, folks. That will cap you out on your ability to produce.

The great professionals are masters in the art of learning. The most successful people in this world sign up for seminars first and they sign up right away. Get it? Those who need it the least sign up before those who need it the most. The people that need it the most say they can’t afford it. It’s incredible—the least successful people sit in the back rows and the most successful people sit in the front rows to get the best seats. They are eager to learn and constantly seek out learning opportunities. All great organizations have learning, education, and research as a core belief. A manager should not have to do everything him or herself. They should surround themselves with productive people.

Great professionals are masters in the art of learning.

There are a number of problems with our learning systems here in the USA. I remember being in school having to study courses I had no interest in. I was a terrible student for 17 years. From grade school to high school to college—I was bored. I was falling asleep in classes and I had no interest. I was a mediocre to low production student and people thought I had a learning problem. The truth is I did have a learning disability—I didn’t like to learn. I didn’t like to study and I had no interest in classes. I didn’t see how it applied to my life. Today, I look back and I know that those people were wrong about my education.

You thought it was because you weren’t good at math, or you weren’t good at science because you’ve had negative experiences with learning. Any person that doesn’t do well at something is going to respond like a person that is dumb. They will introvert, pull-out, and withdraw. If I can’t do well I’m not going to lean into it. If I can’t do well I won’t stay fully involved. Any person that can’t win won’t play with a full heart. So you must get a handle on this learning thing. If you don’t know how to learn, how to embrace data, how to gain knowledge—you will be left behind.

Any person that doesn’t do well at something is going to respond like a person that is dumb.

If you hear something you don’t understand, it’s called a misunderstood word. Any word that you can’t get a handle on you need to get an exact definition of it. Otherwise, you’ll lose interest in the course—you’ll show signs of being tired, bored, irritable, and maybe even want to quit the course. So never pass a word you don’t understand. If you have to look up a lot of words, look them up. You’d be surprised how many little words—of, the, a, and—that we don’t understand.

The more interest you have in a subject the more you want to learn about it. Pick areas that you are interested in. Sign up for classes or workshops for anything that you are interested in—dancing, painting, selling, computers—anything. As an employer, you want to sign people up for things they are interested in. It may not have to do with your business, but it will raise the motivation and attitude of your people. When you expand your learning you expand your sense of security.

Education gives you a sense of being able to reach your goals. If you can’t reach your goals you’re not going to be highly motivated. Learn in small gradients until you get better and better. Study at the same time each day.

If you would like to know about a great place to begin your personal growth, get the new Playbook to Millions program I have been developing for 30 years—codified this week. I made it as a tool to help you grow your finances but it will inspire and motivate you to grow in so many other areas of life as well.  If you are committed to advancing your career, get courses at and Coming this summer!

————- You are invited, join our XTRAcredits LinkedIn Group —————–

XTRAcredits is a full service boutique that provides continuing education led by top performance leaders from across the globe. The yellow pages for everything continuing professional development credit related. coming this summer will be offering on demand 24/7 access to online professional development courses for continuing education credit anytime anywhere.
About Grant Cardone

sme_cardoneHe is an American entrepreneur, New York Times best-selling author, speaker, motivator and online sales training expert. Cardone is a respected, highly regarded master salesperson whose passion is to teach people how to sell themselves, their products and services regardless of economic climate. His books, audio packages and seminars provide people of all professional backgrounds with the practical tools necessary to build their own economies towards the path to true freedom. Most recently he has joined the faculty at XTRAcredits.  Learn more about Grant at
“Success is your duty, obligation, responsibility.”

The People Puzzle



By Dr. Tony Alessandra

One of your most valuable skills in any business is the ability to “read” people. The people you interact with each day send you signals on how to work with them most effectively. If you learn what to look and listen for, each person will tell you exactly how to treat him effectively.

So what is there to read?

Dozens of signals–verbal, vocal and visual, tell you when to speed up or slow down, when to focus on the details, or when to work on building the relationship with the other person. But why does your technique work sometimes and not at other times? Mostly because people are different.

Personality Needs

Everyone experiences the same basic human needs, but with each person some needs are more dominant than others. The four major groupings of needs are results, recognition, regimentation, and relationships.

For example. One person may be the type who measures his success by results. To him, the finished product is the most important thing, and he’ll do whatever it takes, within reason, to get the job done. His dominant need is for accomplishment.

Then there is the sensitive, warm, supportive type of person whose dominant need is relationships. This appeal that would work well with a results-oriented person might be totally inappropriate for the person interested in relationships.

A third type of person usually places high value on recognition and measures success by the amount of acknowledgment and praise he receives.

Conversely, another person will be more concerned with the content than the congratulations. The primary need appears to be for regimentation. In other words, things must be put together in neat packages that can be clearly understood.

You can quickly see that a different type of appeal is necessary for each of these four “personalities.” Recognizing this is very important because once you’ve learned the needs of each major behavior pattern, you will know how to work more effectively with each type of person.

Behavioral Style Characteristics

When people act and react in social situations, they exhibit clues that help to define their behavioral styles. You can identify behavioral style by watching for the observable aspects of people’s behavior – those verbal, vocal and visual actions that people display when others are present.

Undirected, you could observe and try to catalogue thousands of behaviors in any one person. That would quickly become an exercise in futility. But identifying behavioral style is possible by classifying a person’s behavioral on two dimensions: openness and directness.

It is much like measuring a foot for a shoe; make it wide enough for the widest part and long enough for the longest part, and the rest of the foot will fit someplace in between.

Openness is the readiness and willingness with which a person outwardly shows emotions or feelings and develops interpersonal relationships.

Others commonly describe open people as being relaxed, warm, responsive, informal, and personable. They tend to be relationship-oriented. In conversations with others, open individuals share their personal feelings and like to tell stories and anecdotes.

They tend to be flexible about time and base their decisions more on intuition and opinion than on hard facts and data. They also are likely to behave dramatically and to give you immediate nonverbal feedback in conversation.

Guarded individuals commonly are seen as formal and proper. They tend to be more guarded and aloof in their interpersonal relationships. These people are more likely to follow the letter of the law and try to base their decisions on cold, hard facts.

Guarded individuals are usually very task oriented and disciplined about time. As opposed to open people, they hide their personal feelings in the presence of others.

Now consider the second dimension–directness.  This refers to the amount of control and forcefulness that a person attempts to exercise over situations or other people, their thoughts and their emotions.

Direct people tend to “come on strong,” take the social initiative, and create a powerful first impression. They are fast-paced people, making swift decisions and taking risks. They easily become impatient with others who cannot keep up with their fast pace. They are very active people who do a lot of talking and appear confident and sometimes dominant. Direct people express their opinions readily and make emphatic statements.

On the opposite end of the spectrum, indirect people give the impression of being quiet, shy, and reserved. They seem to be supportive and easy-going. They tend to be security-conscious-moving slowly, meditation on their decisions, and avoiding risks. They frequently ask questions and listen more than they talk. They reserve their opinions and make tentative statements when they must take a stand.

Openness and directness levels vary among individuals, and any one person may be high in one, low in the other, or somewhere in between. In other words, everyone has some usual level of openness and some level of directness.

Behavior Styles

When directness is combined with openness it forms four different, recognizable, and habitual behavior patterns or behavioral styles: the socializer, the director, the thinker, and the relater.

Each style represents unique combinations of openness and directness and is linked to separate and unique ways of behaving with others. The name given to each style reflects a very general characteristic rather than a full or accurate description. As you better understand why people behave the way they do, your knowledge can help you communicate with others effectively and openly to help them feel more comfortable in their interactions with you.

Socializer: Open and Direct

The socializer is high in both directness and openness, readily exhibiting such characteristics as animation, intuitiveness, and liveliness. He is an idea person–a dreamer–but he also can be viewed as manipulative, impetuous, and excitable when displaying behavior inappropriate to a particular situation.

The socializer is a fast-paced person with spontaneous actions and decisions. He is not concerned about facts and details, and tries to avoid them as much as possible. This disregard for details may prompt him at times to exaggerate and generalize facts and figures.

The socializer is more comfortable with “best guesstimates” than with carefully researched facts. He thrives on involvement with people and usually works quickly and enthusiastically with others.

The socializer always seems to be chasing dreams, but he has the uncanny ability to catch others up in his dreams because of his good persuasive skills. He always seems to be seeking approval and pats on the back for his accomplishments and achievements. The socializer is a very creative person who has that dynamic ability to think quickly on his feet.

Director: Direct and Guarded

The director is very direct and at the same time guarded. He exhibits firmness in his relationships with others, is oriented toward productivity and goals, and is concerned with bottom-line results. Closely allied to these positive traits, however, are the negative ones of stubbornness, impatience, toughness, and even domineeringness.

A director tends to take control of other people and situations and is decisive in both his actions and decisions. He likes to move at an extremely fast pace and is very impatient with delays. When other people can’t keep up with his speed, he views them as incompetent. The director’s motto might well be “I want it done right and l want it done now.”

The director is typically a high achiever who exhibits very good administrative skills; he certainly gets things done and makes things happen.

The director likes to do many things at the same time. He may start by juggling three things at the same time, and as soon as he feels comfortable with those he picks up a fourth. He keeps adding on until the pressure builds to such a point that he turns his back and lets everything drop. Then he turns right around and starts the whole process over again.

Thinker: Indirect and Guarded

The person who has the thinker-style behavior is both indirect and guarded. He seems to be very concerned with the process of thinking, and is a persistent, systematic problem-solver. But he also can be seen as aloof, picky, and critical. A thinker is very security conscious and has a strong need to be right. This leads him to an over-reliance on data collection. In his quest for data he tends to ask many questions about specific details. His actions and decisions tend to be extremely cautious.

The thinker works slowly and precisely by himself and prefers an intellectual work environment that is organized and structured. He tends to be skeptical and likes to see things in writing.

Although he is a great problem-solver, the thinker is a poor decision-maker, he may keep collecting data even beyond the time when a decision is due, justifying his caution by saying, “When you are making vast decisions, you cannot do it on half-vast data.”

Relater: Open and Indirect

The fourth and last style, the relater, is open and unassertive, warm, supportive, and reliable. However, the relater sometimes is seen by others as compliant, soft-hearted, and acquiescent. The relater seeks security and belongingness and like the thinker, is slow at taking action and making decisions. This procrastination stems from his desire to avoid risky and unknown situations. Before he takes action or makes a decision, he has to know how other people feel about it.

The relater is the most people-oriented of all four styles. Having close, friendly, personal, and first-name relationships with others is one of the most important objectives of the relater’s style.

The relater dislikes interpersonal conflicts so much that he sometimes says what he thinks other people want to hear rather than what is really on his mind. The relater has tremendous counseling skills and is extremely supportive of other people. He also is an incredibly active listener. You usually feel good just being with a relater. Because a relater listens so well to other people, when it comes his turn to talk, people usually listen. This gives him an excellent ability to gain support from others.

What’s Best?

You may have concluded that one or more of the behavioral styles is better than others. This is not the case. There is no “best” behavioral style. Each style has its own unique strengths and weaknesses, and successful people as well as failures populate each style group.

By now you may have identified in yourself some characteristics of all four behavior styles. That’s natural. People possess traits from all four styles in varying degrees. Depending upon circumstances, on any given day one style may be more dominant than any of the others: however, most people do have a single dominant behavioral style.

Like a theme in a musical composition, behavioral style is a recurring and predictable component. But like variations on a theme, people also possess traits that vary from their dominant style traits. And in selling situations, it is very important to be aware of the style that the other person is exhibiting at each and every contact.

Your Responses

Behavioral flexibility is something you do to yourself, not to others. It occurs when you step out of your own comfort zone-your own style preferences-to meet another’s needs. It occurs each time you slow down for a relater or thinker, or when you move faster for a director or socializer. It occurs when a director or thinker takes time to listen to a personal or family story from a relater or socializer.

Let’s look at some specific guidelines for implementing behavioral flexibility as you work with each of the four behavioral styles.

Be Agreeable with Socializers

The socializer likes to interact with other people, so try not to hurry the discussion. Attempt to develop some mutually stimulating ideas together. Focus your conversation on opinions, ideas and dreams; then try to support those.

If, during the conversation, you come to some point on which you are not in agreement, try not to argue. You can’t win an argument with a socializer. Remember that the socializer deals in opinions and intuitions. Instead of arguing, try to explore alternative solutions.

When you do reach an agreement with a socializer, iron out the specific details concerning what, when, who, and how. Make absolutely sure that you both agree on the specifics, and summarize in writing what you both have agreed upon even though it may not appear necessary.

When prospects are Socializers:

  • Be stimulating and show your interest in them. Allow them
    time to talk.
  • Meet them boldly; don’t be shy. Introduce yourself first.
  • Study their dreams and goals as well as their other needs.
  • Propose your solution with stories or illustrations that relate to
    them and their goals.
  • Confirm the details in writing. Be clear and direct.

Talk Business with Directors

Directors are easy to deal with so long as you are precise, efficient, time-disciplined, and well organized. Make sure you keep your relationship businesslike; do not attempt to establish a personal relationship unless that is one of the director’s objectives. Focus your conversation around the director’s goals. Remember that the director is the most goal-oriented, achievement-oriented, and task oriented of any of the four behavioral styles.

If, during the conversation, you must take issue with a director, argue the facts, not personal feelings. Make sure you can back up your statements with solid, tangible proof. You should provide the director with options; directors like to make their own decisions. Above all else, make sure that you get right to the point and do not waste time.

When working with Directors:

  • Plan to be prepared, organized fast-paced, and to the point.
  • Meet them in a professional and businesslike manner.
  • Study their goals and objectives-what they want to do and how.
  • Proposed solutions and clearly defined consequences and rewards
    that relate specifically to the director’s goals.
  • Provide two or three options and let the director make the

Thinkers Want Accuracy

Try to be systematic, exact, organized, and prepared with the thinker. Try to support the thinker’s organized, thoughtful approach. Any contributions you can make toward the thinker’s objectives should be demonstrated through actions rather than words whenever possible. Thinkers may request solid, tangible, factual evidence that what you say is true and accurate.

List the advantages and disadvantages for anything you propose and have viable alternatives for dealing effectively with the disadvantages. If you do not bring up the obvious disadvantages, the thinker will certainly find them and assume that you are hiding things. That will be the end of the relationship.

Try not to rush the decision-making process with thinkers; they need time to verify your words and actions. Above all else, be accurate in your dealings with thinkers; they demand it.

For best results with Thinkers:

  • Plan to be well prepared to answer all their questions.
  • Meet them cordially, but get down to business quickly.
  • Study their situation in a practical, logical manner. Ask lots of questions and make sure your questions show a clear direction.
  • Propose logical solutions to their problems and offer documentation.
  • Don’t push; give them time to think.

Approach Relaters with Warmth

Try to support the relater’s feelings, project the idea that you are interested in him as a person. Move along in a slow, informal manner and constantly show the relater that you are actively listening.

If you must disagree with the relater, do not debate facts and logic; discuss personal opinions and feelings. If you quickly establish an objective and come to a fast decision with a relater, try to explore any potential areas for misunderstanding or dissatisfaction.

The relater likes guarantees that any new actions will involve a minimum risk. So, offer assurances of support. Try not to rush the relater, but do provide guidance. Project genuine sincerity in your relationship.

Relaters will respond if you:

  • Get to know them personally. Be likable and non-threatening, professional but friendly.
  • Go at a slow pace. Develop trust, friendship, and credibility.
  • Study their feelings and emotional needs as well as their practical needs. Take time to get them to spell our what is really important to them.
  • Don’t push or rush. Offer personal assurances whenever you can.
  • Be consistent and regular in your communications. Give them nurturing and reassurance.

The Benefits to You

The ultimate reward for practicing flexibility is the establishment of trust, rapport, and credibility with others. This can be accomplished only in open, honest, tension-free relationships. When you treat other people inappropriately, it makes them feel uncomfortable with you and raises their tension level. And that is certainly counterproductive to any selling situation.

Accepting and understanding the fact that people are different and therefore need to be treated differently is crucial if you want to effectively sell your services to others. Go one step further and acquire competence in identifying these critical differences in people. The practice of sales flexibility will lead to less tension and higher levels of trust and credibility in all your sales relationships.

The bottom-line payoff is better rapport with all your prospects. These improved relationships combined with greater sales productivity are powerful benefits for simply learning how to be flexible in working with different types of people.


————- You are invited, join our XTRAcredits LinkedIn Group —————–

XTRAcredits is a full service boutique that provides continuing education led by top performance leaders from across the globe. The yellow pages for everything continuing professional development credit related. coming this summer will be offering on demand 24/7 access to online professional development courses for continuing education credit anytime anywhere.

About Dr. Tony Alessandra:
He earned his PhD in marketing (1976) & has authored 30+ books & 100+ audio/video programs. He was sme_tonyinducted into the NSA Speakers Hall of Fame (1985) & Top Sales World’s Hall of Fame (2010). Most recently he has partnered at to offer courses for continuing education professional development credits. He is also the Founder & CEO of Assessments24x7, a company that equips companies, coaches and trainers with dozens of assessments (DISC, Motivators, HVP, etc.) from one, easy-to-use online account.   Most recently he has joined the faculty at


Create Your Own ‘Unfair Advantage’


By Patricia Fripp

Yes We Can XTRAcredits
Before I became a Hall of Fame keynote speaker and in-demand executive speech coach, I started my career as a15-year-old shampoo girl at the Carlton Hotel in England. As I said on 60 Minutes, “I used to work on the outside of peoples’ heads, now I work on the inside, so there’s only half an inch difference.” How did I do it? By preparing for, noticing, and seizing every chance that came my way. Opportunity doesn’t knock just once. It knocks all the time; though you may not recognize the sound. Pay attention. Opportunities are everywhere and often overlooked.

All I’ve ever wanted in business is an unfair advantage. Before you raise your eyebrows, let me define the term. An ‘unfair advantage’ is not lying, cheating, or stealing. It’s exactly the opposite. An ‘unfair advantage’ is doing everything just a little bit better than your competition. And even if you’ve been in business for many years and you’re at the top of your profession, in today’s competitive world you still need to do everything just a bit better today than you did it yesterday. That’s your ‘unfair advantage.’ It’s not always easy.

Do you remember the movie STAYING ALIVE, the sequel to SATURDAY NIGHT FEVER? It’s about how the John Travolta character pursues a career as a professional dancer, all the highs and lows (with a little romance thrown in.) The last scene is an incredible dance routine. As my friend Kookie and I danced out of the theater afterwards, I had a revelation: the trouble with life is that it’s just too short to be good at very many things! The dedication and discipline that the Travolta character needed to become a great dancer didn’t leave him much time for anything else. That’s the problem with working and being in business today.

The future belongs to those who are competent in many different areas. To be successful in any industry, you need to be a technically adept, charismatic communicator with exceptionally good work habits, good people skills, and an abundance of healthy energy. (And it doesn’t hurt if also you look good and dress well.)

There’s an old saying, ‘If you build a better mouse trap, people will beat a path to your door.’ That was true once, but not today. Having the best product or service does not automatically guarantee you success. That’s because:

  • People do business with people they know.
  • People do business with the people who do business with them.
  • People do business with people their friends talk about.
  • People do business with people they read about.

As my friend David Garfinkel says about every business success, “Do your customers know?”

Start now to develop your own unfair advantage and build your client base.

Here is a FRIPPERCISE for you to try:

  1. What one thing can you do better than your competition? How can you let the world know about your advantage?
  2. What one activity can you improve on? Decide whether this improvement is worth the energy it will require. If so, what one step can you take this week?
  3. Are you collecting stories and quotes from your satisfied clients?
  4. If the answer is; Yes; are you using them in your sales presentations, letters, website, emails, sales letters, brochures?



sme_frippAbout Patricia Fripp:  Hall of Fame keynote speaker, executive speech coach, sales presentation skills expert, and author, Patricia Fripp ( simplifies and demystifies the process of preparing and presenting powerful, persuasive presentations. Kiplinger’s Personal Finance identified her presentation training as one of the best investments you can make in your career. Called “one of the 10 most electrifying speakers in North America” by Meetings and Conventions, Patricia delivers high-content, entertaining, dramatically memorable presentations. The first female president of the National Speakers Association, she is now virtually everywhere with ( Learn essential new skills and accelerate your career while maintaining your professional accreditation.


————- You are invited, join our XTRAcredits LinkedIn Group —————–

XTRAcredits is a full service boutique that provides continuing education led by top performance leaders from across the globe. The yellow pages for everything continuing professional development credit related. coming this summer will be offering on demand 24/7 access to online professional development courses for continuing education credit anytime anywhere.


What is NASBA CPE credit for CPAs?


WHAT IS CPE at NASBA for CPAIf you are interested in the field of accounting, a CPA license is the accounting profession’s highest standard of competence, a symbol of achievement and assurance of quality. Whether you are licensed or soon-to-be licensed, NASBA provides information and resources you need to earn and maintain the respected CPA credential.

The National Association of State Boards of Accountancy (NASBA) has served as an association dedicated to enhancing the effectiveness of the country’s 55 state boards of accountancy for more than 100 years. As a driving force within the accounting profession, NASBA accomplishes its mission by creating a forum for accounting regulators and practitioners to address issues relevant to the viability of the accounting profession. NASBA takes pride in offering its member boards a rich portfolio of products and services, all designed to effectively aid boards in their goal to protect the public.

NASBA is committed to:

  • Above all, preserving the public trust through effective regulation of the accounting profession
  • Treating all of our members, business partners and other stakeholders fairly and with respect
  • Maintaining a diverse, healthy, fun work environment where teamwork, creativity and accountability are encouraged
  • Practicing effective stewardship of our resources in order to provide the highest level of services possible to our members
  • Ensuring the highest quality, integrity and excellence in all that we do

A CPA is a certified public accountant who is licensed by a state board of accountancy. To earn the prestige associated with the CPA license, you are required to demonstrate knowledge and competence by meeting high educational standards, passing the CPA exam and completing a specific amount of general accounting experience.

Upon completion of the CPA exam, CPAs must meet requirements defined by their licensing state board of accountancy to maintain the license. For dedicated professional accountants, earning a CPA license is just the beginning. National Registry of CPE Sponsors is a program offered by the National Association of State Boards of Accountancy (NASBA) to recognize CPE program sponsors, who provide continuing professional education (CPE) programs in accordance with nationally recognized standards. Many State Boards of Accountancy require CPAs to earn required CPE credits through companies approved on the National Registry of CPE Sponsors. XTRAcredits is an approved CPE provider.

Many state licensing boards require that CPAs maintain and improve their skills through continuing professional education (CPE) courses and other opportunities for professional development.

The intricate and ever-changing rules and regulations of the state boards of accountancy present challenges to CPAs and firms when trying to understand and comply with CPE requirements.

Although CPAs must meet the specific CPE requirements of their state accountancy board, there are a few things common among jurisdictions:

  • Continuing education is due on the license renewal date
  • Continuing education must contribute to a licensee’s professional competence
  • CPAs must conform to NASBA/AICPA CPE standards, which include keeping appropriate documentation for CPE verification purposes

Continuing Professional Education (CPE) products and training enable you to improve your skills and provide increased value to your clients and employers throughout your accounting career. XTRAcredits offers courses for professionals to engage in and advance their career. XTRAcredits is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Click here to access XTRAcredits CPE Requirements Reference for each CPA Society or Institute to learn more about the requirements specific to each state. Below is a listing of each State Chapter Society or Institute.


————- You are invited, join our XTRAcredits LinkedIn Group —————–

XTRAcredits is a full service boutique that provides continuing education led by top performance leaders from across the globe. The yellow pages for everything continuing professional development credit related. coming this summer will be offering on demand 24/7 access to online professional development courses for continuing education credit anytime anywhere.


nasba More about NASBA:  Founded in 1908, the National Association of State Boards of Accountancy (NASBA) has served as an association dedicated to enhancing the effectiveness of the country’s 55 state boards of accountancy for more than 100 years. As a driving force within the accounting profession, NASBA accomplishes its mission by creating a forum for accounting regulators and practitioners to address issues relevant to the viability of the accounting profession. NASBA takes pride in offering its member boards a rich portfolio of products and services, all designed to effectively aid boards in their goal to protect the public.

Your CPA State Listings:


Disclaimer: XTRACredits is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site:


What is a CFP at FPSC?


What is CPE for Financial Planners?Financial Planning Standards Council is a not-for-profit organization that develops, promotes and enforces professional standards in financial planning through Certified Financial Planner® (CFP) certification.

FPSC is dedicated to driving value and instilling confidence in financial planning. As a standards-setting and certification body, FPSC ensures CFP® professionals and FPSC Level 1® Certificants in Financial Planning meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics.

CFP® designation: The standard

Long considered the standard for financial planning in Canada, the CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put their clients’ interests ahead of their own.

There are approximately 17,000 Certified Financial Planner professionals across Canada, part of an international network of more than 160,000 CFP professionals in 26 territories around the world.

FPSC ensures that CFP professionals and FPSC Level 1 certificants meet appropriately high standards of knowledge, skills, abilities and ethics through rigorous requirements for education, examinations and experience.  To obtain the CFP designation, candidates must complete a rigorous education program, pass two national exams and have three years of qualifying work experience. To maintain certification, every year they complete new professional education courses and agree to adhere to the Standards of Professional Responsibility for CFP Professionals and FPSC Level 1 Certificants in Financial Planning.

CFP® professionals have an obligation to ensure that their knowledge and competence remains current. To renew CFP certification, CFP professionals must attest to completing 25 hours of Continuing Education (CE) activities each year. FPSC Level 1® Certificants in Financial Planning must complete 12 hours each year.

Why? CE requirements help maintain the integrity and reputation of the certification and of those who hold it, ensuring that the knowledge and competence of CFP professionals and FPSC Level 1 certificants remains current and continues to expand.

What types of continuing education qualify?

Financial Planning CE activities that fall within the Financial Planning category must be related to one or more aspects of the CFP Professional Competency Profile, the foundation of certification requirements leading to CFP certification. CE in this category may relate to one or more of the financial planning areas, professional skills and technical knowledge.

Professional Responsibility Qualifying CE requires the application of the standards, principles and rules outlined in FPSC’s Standards of Professional Responsibility for CFP Professionals and FPSC Level 1 Certificants in Financial Planning. CE that focuses on direct knowledge of the Standards of Professional Responsibility rather than their practical application will not qualify. Application-oriented CE may commonly be delivered by such means as discussion, debate, storytelling, case studies and role-plays with the purpose of guiding CFP professionals and FPSC Level 1 certificants in the face of what may be difficult ethical decisions or challenges of practice.

Product Knowledge Qualifying CE includes the product knowledge that planners may use to advise on and sell products or comment on products held by their clients. CE in this category may be focused on any financial planning product, including investment, insurance or debt. Ideally, CE should present a balanced view of the product that includes features and benefits as well as client suitability, risks and costs. The content of CE should help you make product recommendations based on the fit of the product with your client’s situation rather than on the product’s returns, which you don’t control.

Practice Management Qualifying CE includes the knowledge and skills used in building professional relationships and growing a professional practice. CE in this category may include activities focused on prospecting skills, business development behaviours, actions and/or processes, business planning skills, networking skills and sales skills.

Giving Back Qualifying CE includes the knowledge and skills gained from volunteering with community organizations, industry associations, charitable groups or others to help Canadians understand the importance of financial planning and enhance their financial well-being. CE in this category may include involvement in pro bono teaching or development of education programs, community involvement, development of published financial planning research, or involvement in financial planning-related committees, task forces, or focus groups. Non-approved activities may still meet annual CE requirements, although these activities are subject to audit by FPSC.

CFP’s use the FPSC-Approved CE Search Tool to find CE activities approved. Choosing FPSC-Approved activities provides assurance that the CE activity you take is application-based and specific to the standards, principles and rules outlined in the FPSC® Code of Ethics, FPSC® Rules of Conduct or FPSC® Financial Planning Practice Standards found in the Standards of Professional Responsibility for CFP Professionals and FPSC Level 1 Certificants in Financial Planning. If the course is not FPSC-approved, CFPs are responsible for assessing whether it meets the requirement.

CFPs can be audited each year. FPSC will audit a percentage of CFP professionals and FPSC Level 1 certificants are chosen randomly for CE audit to ensure that they are compliant with CE requirements. is an approved CE provider and has met all the criteria under the FPSC Continuing Education Guidelines. CFPs can access a growing list of courses that are webinar based or in the classroom courses or on demand online continuing education courses available anytime and anywhere at

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XTRAcredits is a full service boutique that provides continuing education led by top performance leaders from across the globe. The yellow pages for everything continuing professional development credit related.


FPSC_ce-approval-logoMore about FPSC. Committed to maintaining its own quality standards, FPSC is one of only six certification bodies in Canada to have received ISO 17024 accreditation from the Standards Council of Canada for meeting globally recognized standards for certification bodies. Based on internationally recognized criteria and procedures, this accreditation assesses and recognizes the credibility, impartiality and technical competence of FPSC’s certification services.

Contact: Caroline Horcher
Manager, Public Affairs
416.593.8587 or 1.800.305.9886, ext. 232


What is CFP?


XC_What is CFPThe CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.

The CFP Board’s mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.

The CFP Board conducted a nationwide consumer survey among upper-income households. That survey reflects the public’s growing demand for financial planners who adhere to rigorous standards. Of those surveyed:

  • 85% considered successful completion of a certification examination “very important” or “extremely important.”
  • 95% felt financial planners should adhere to professional practice standards.
  • 97% said the most important standard for financial planners was adherence to a professional code of ethics.

Following widespread interest in the CFP® certification program from individuals and organizations around the globe, CFP Board facilitated the establishment of the International CFP Council in 1990 to promote the professionalism of individuals and organizations offering financial planning services and to ensure that such services are offered in an ethical and competent manner throughout the world.

As of November 2011, FPSB has members and associate members from 24 territories around the world, including CFP Board, which joined FPSB in 2008. Collectively, FPSB members have authorized approximately 140,000 individuals to use the CFP® marks in their respective countries and regions. More information on FPSB is available at

To become certified, you are required to meet the following initial certification requirements (known as the four “Es”):

  • Education:

The first step to CFP® certification is to acquire the knowledge required to deliver professional, competent and ethical financial planning services to clients, as outlined in the major personal financial planning topic areas identified by CFP Board’s most recent Job Analysis Study (See the list of Principal Topics).

CFP Board’s coursework component requires the completion of a college-level program of study in personal financial planning, or an accepted equivalent (through Challenge Status or Transcript Review), including completion of a financial plan development (capstone) course registered with CFP Board.

You must also have earned a bachelor’s degree (or higher) from a regionally-accredited college or university in order to obtain CFP® certification. The bachelor’s degree requirement is a condition of initial certification; however, it is not a requirement to be eligible to take the CFP® Certification Examination and does not need to be met before registering for the examination. CFP Board does not grant equivalencies or exceptions to the bachelor’s degree education requirement.

  • Examination

After you must have successfully met the education coursework requirement, you will be eligible to register for the CFP® Certification Examination. The CFP® Certification Examination assesses your ability to apply your financial planning knowledge, in an integrated format, to financial planning situations (See the Job Task Domains). Combined with the education, experience, and ethics requirements, it assures the public that you have met a level of competency appropriate for professional practice.

  • Experience

Because CFP® certification indicates to the public your ability to provide financial planning without supervision, CFP Board requires you to have three years of professional experience in the financial planning process, or two years of apprenticeship experience that meets additional requirements. Qualifying experience may be acquired through a variety of activities and professional settings including personal delivery, supervision, direct support or teaching.

  • Ethics

CFP® professionals agree to adhere to the high standards of ethics and practice outlined in CFP Board’s Standards of Professional Conduct and to acknowledge CFP Board’s right to enforce them through its Disciplinary Rules and Procedures. When you have completed the education, examination and experience components of the CFP® certification process, you will be directed to complete a CFP® Certification Application on which you will be asked to disclose information about your background, including your involvement in any criminal, civil, governmental, or self-regulatory agency proceeding or inquiry, bankruptcy, customer complaint, filing, termination/internal reviews conducted by your employer or firm. CFP Board conducts a detailed background check for all candidates, including review of any disclosures made on the CFP® Certification Application. Matters that may or will bar you from obtaining certification are investigated in accordance with CFP Board’s Disciplinary Rules and Procedures. Authorization to use the CFP® marks will not be approved until the background check and any investigation are concluded successfully.

Once a CFP has been authorized to use the CFP® marks, they must meet CFP Board’s renewal standards to continue to use them. Part of the recertification process requires a CFP to complete 30 hours of continuing education (CE) accepted by CFP Board every two years. XTRAcredits offers continuing education courses qualified towards the recertification needs of the 30 hours of the required CE credits. coming this summer will provide CFPs 24/7 access to courses online on demand from anywhere.


————- You are invited, join our XTRAcredits LinkedIn Group —————–

XTRAcredits is a full service boutique that provides continuing education led by top performance leaders from across the globe. The yellow pages for everything continuing professional development credit related.


cfp-certified-logoMore about the CFP Board: Applicants for CFP® certification are required to satisfy CFP Board’s Fitness Standards for Candidates and Professionals Eligible for Reinstatement, which describe conduct that will always bar an individual from becoming certified and conduct that is presumed to be unacceptable and will bar an individual from becoming certified unless the individual successfully petitions CFP Board’s Disciplinary and Ethics Commission for consideration. CFP Board encourages all individuals pursuing CFP® certification to review the Fitness Standards for Candidates and Professionals Eligible for Reinstatement before addressing the other certification requirements.


Media Questions


CFP Board
1425 K Street NW #800
Washington, DC 20005

P: 800-487-1497 (Toll-Free)
P: 202-379-2200
F: 202-379-2299


What is ACTA?


XCVT_ACTA_thumbnailEstablished in 1977, the Association of Canadian Travel Agencies (ACTA), is a national trade association representing the retail travel sector of Canada’s tourism industry. ACTA is an industry-led, non profit, membership based organization.  ACTA members include retail travel agencies and suppliers such as tour operators, travel wholesalers, airlines, hotels, destination marketing organizations, cruise and rail lines, and automobile rental companies.  ACTA represents the interests of Canadian travellers through approximately 2,000 members employing 14,000 travel professionals.

Who is ACTA?

ACTA’s ‘owners’ are its members. They are represented by ACTA’s seven Regional Councils – Atlantic, Quebec, Ontario, Manitoba/Nunavut, Saskatchewan, Alberta/NWT, and British Columbia/Yukon. ACTA is governed by a twelve member policy Board of Directors which include the seven regional council chairs.

ACTA’s head office is located in Mississauga, from which its President & COO manages the secretariat as well as seven regional offices, each staffed by a Regional Manager, which provide decentralized services to members across the country.

ACTA also captures member input and involvement in the future direction and strategies of the organization and overall industry through regular open forums and ad hoc committees, set up on an as required basis.

ACTA’s Mandate

To ensure consumers have professional and meaningful travel counselling by providing effective leadership in a number of key strategic areas on behalf of the retail travel industry members.

  • Advocate – in the best interests of the retail travel industry to government, suppliers and other organizations through one strong voice.
  • Educate and Elevate – industry standards and professionalism through certification, accreditation and other learning opportunities.
  • Promote – the value of the retail travel industry to the travelling public and actively position the travel agent as the authority in travel.
  • Connect – our members with the information, contacts and programs they need to be more effective.

Why is ACTA here?

  • To ensure consumers have professional and meaningful travel counselling by providing effective leadership in a number of key strategic areas on behalf of the retail travel industry members.
  • Advocacy and Lobbying federal and provincial governments and national and multi-national corporations to ensure a positive environment exists for travel retailers to provide service to travel consumers.
  • Communications & Public relations to government and travel industry partners to insure they are aware of the importance of the retail travel sector; to the general public to ensure they are aware of the benefits of using ACTA member retailers for their travel needs; and to members and non members to better equip them to manage their businesses.
  • Perform and communicate Research which is relevant and meaningful to members and partners to enable them to better manage their businesses and work more effectively together.
  • Facilitate or deliver Education and Training to further professionalize the retail travel sector and add greater value to travel consumers. -Membership Development to ensure the greatest participation rate of the retail travel community in ACTA and maximum impact for businesses and consumers in Canada.

What certifications are offered?  CTC or CTM

Certified Travel Counsellor (CTC) Certification is based on an individual’s ability to perform the knowledge and performance tasks required to meet travel industry expectations for employment. These tasks are defined in the Occupational Standards for Travel Counselling that were developed in conjunction with the Canadian Tourism Human Resource Council (CTHRC) using the emerit™ brand.

The Certified Travel Manager (CTM) Program is jointly promoted by The Canadian Tourism Human Resource Sector Council (CTHRC) and the Association of Canadian Travel Agencies (ACTA). ACTA is an organization that advances the professional development of travel counsellors and managers in Canada.

ACTA supports continuing education and believes it is an integral component to the travel professional’s development. ACTA recently integrated an educational division to our membership, Formerly CITC (Canadian Institute of Travel Counsellors).

Do they offer continuing education?

ACTA Campus, offers access to many fine travel industry specialist and training programs to help you to increase your knowledge and level of professionalism. ACTA Campus is the one stop education platform to access a world of training designed especially for Canadian travel counsellors! XTRAcredits is an ACTA Approved suppler of continuing education courses.  For travel counsellors that are working towards their CTC designation all courses on the ACTA Campus have time credits that can be applied towards ACTA members 1800 hours of relevant industry experience. For every completed course members receive 2 credits per 1 hour.

World-leading subject matter experts have designed courses at XTRAcredits in a multitude of skills for ACTA members to engage in for continuing education hours at and


————- You are invited, join our XTRAcredits LinkedIn Group —————–

XTRAcredits is a full service boutique that provides continuing education led by top performance leaders from across the globe. The yellow pages for everything continuing professional development credit related.


More about ACTA: The Alliance of Canadian Travel Associations was launched in 1977 when ACTA became autonomous from the American Society of Travel Agents (ASTA). The Alliance was at that time formed of regional associations with Regional Boards all across Canada. Following an extensive review of ACTA role and governance done with the Pickard & Laws Firm in 1998-1999, ACTA became a national organization rather than a federation of regional organizations. ACTA’s mission is to foster the success and prosperity of our travel agency members. 

Director of Education
Christine Chilton CTM
Tel. (905) 282-9294  ext. 127


A Critical Continuing Education Approval for the National Board for Certification in Dental Laboratory Technology Members at XTRAcredits


XC_MRKT_NBCXTRAcredits, the yellow pages for everything professional development and continuing education related, has recently been approved as a CE provider at the National Board for Certification in Dental Laboratory Technology (NBC). NBC, is the independent board founded by the National Association of Dental Laboratories (NADL). NBC / NADL join the growing boutique of associations offering association’s membership access to world–leading subject matter expert courses exclusively at XTRAcredits for professional designation recertification needs.   On demand courses will be available early August at for their over 5,500 active Certified Dental Technicians (CDT), 200 active Certified Dental Laboratories (CDL), and 350 Recognized Graduates (RG).

World-leading subject matter expert, Mike Staver’s course, Leadership Isn’t For Cowards will be available for the NBC / NADL membership for 1.5 CE’s this August. Mike Staver is a leading authority expert on leadership. Companies like Federal Express, Miracle Ear, Leading Real Estate Companies of the World, Mayo Clinic, Allstate and many more have repeatedly invited him to contribute to the development of their leaders. Mike has a bachelor’s degree in Business Administration, a Masters in Counseling Psychology and is a Certified Speaking Professional.sme_staver

Some of his work has been recognized by Training Magazine as top 10 in the world. He has been recognized by Meetings and Conventions Magazine as one of the 40 hottest (no, not that kind of hot) speakers in America. He has conducted industry-specific research on the traits that make leaders thrive and has had those findings built into a one of a kind national leadership certification.  You can learn more about Mike at

More about XTRAcredits. XTRAcredits is seeking to be the resource for experts looking to expand and leverage their ideas, expert content, strategies, and information; for any professional who is looking to advance their career and/or their business; and for any professional business association looking to add member value and drive more business.

More about NBC.  The National Board for Certification in Dental Laboratory Technology is the independent board founded by the National Association of Dental Laboratories (NADL). It was formed in 1955 as an independent certification organization dedicated to improving the quality of dental laboratory technology through voluntary testing and certification of dental laboratories and technicians.

Phone: 800.684.5310

More about NADL.  The NADL is the national trade association representing the interests of individuals and businesses involved in the commercial dental laboratory industry. Through our sister organizations, the National Board for Certification in Dental Laboratory Technology and the Foundation for Dental Laboratory Technology, our combined efforts are working diligently every day to advance the role of the dental technician, foster an environment of formal education and administer professional standards for certification. Learn More About NADL 

Phone: 800.950.1150


All-Star Lineup Joins XTRAcredits


all starXTRAcredits, the resource for everything and anything related to professional development and continuing education, has expanded its course offerings for online, on-demand training.   Courses are designed by world-leading industry subject matter experts, recognized for their on-going success and achievements.   These include the following: Drew Dudley, recently recognized by Time magazine for the most inspirational TED talk of all time; CEO Grant Cardone, among Richtopia’s Top 10 Most Influential CEOs for the past 10 weeks in a row; Hall of Fame professional speaker, Dr. Tony Alessandra, considered the world’s #1 Communication Guru; Patricia Fripp, author and Hall of Fame professional speaker; Customer Service expert; and Forbes contributor Shep Hyken, among others.

Coming in early August, you will find courses on for topics such as communication, sales, leadership, customer service, time management, assessment tools, specialized courses for executive coaching skills, and much more. XTRAcreditsVT wants to provide professionals with an engaging, life-altering experience as the alternative to often boring and non engaging mainstream online course offerings that are often led by unqualified subject matter experts or trainers with no proven success and real-life experience in applying the course content to actual business applications.

“Now, more than ever, professionals and their companies are turning to eLearning courses and online training events to achieve their personal and professional goals. People differ greatly in their learning processes, and having the subject matter expert interact with the professional in an online engaging communication platform that is designed to respond based on the professionals response or answer is invaluable. ” – Lisa Patrick, Founder of XTRAcredits Group Inc.

There are continuing education credits for everyone’s needs on XTRAcreditsVT, regardless of the industry or your professional accreditation, certification, or designation. For those professionals who require verified completion certificates, XTRAcreditsVT automates the distribution of those tailored certificates specific to the participant and the designation. Whether you are an engineer, an accountant, a financial planner, or a cattle rancher, XTRAcreditsVT has the expertise you can rely on.

XTRAcreditsVT is seeking to be the resource for experts looking to expand and leverage their ideas, expert content, strategies, and information; for any professional who is looking to advance their career and/or their business; and for any professional business association looking to add member value and drive more business.


————- You are invited, join our XTRAcredits LinkedIn Group —————–

XTRAcredits is a full service boutique that provides continuing education led by top performance leaders from across the globe. The yellow pages for everything continuing professional development credit related.


What is CAE at ASAE?


WHAT IS CAE at ASAEIn order to further discuss what is CAE?, we need to elaborate on what ASAE is.  ASAE is the essential organization for association management, representing both organizations and individual association professionals. ASAE believes associations have the power to transform society for the better. ASAE’s passion is to help association professionals achieve previously unimaginable levels of performance. ASAE does this by nurturing a community of smart, creative, and interesting people: our members. In short, they are the Center for Association Leadership.

ASAE’s members are trade associations and individual membership societies that represent almost every sector of the economy and countless professions. ASAE has more than 21,000 individual members—association professionals and industry partners—lead, manage, and work in or partner with organizations in more than a dozen association management disciplines, from executive management to finance to technology. Together, they create a vibrant community that makes the world smarter, safer, and better every day.

With the support of the ASAE Foundation, a separate nonprofit entity, ASAE is the premier source of learning, knowledge, and future-oriented research for the association and nonprofit profession and provides resources, education, ideas, and advocacy to enhance the power and performance of the association and nonprofit community.

ASAE stands for the following:

Our cause. ASAE helps associations and association professionals transform society through the power of collaboration.

Our value proposition. ASAE connects great ideas and great people to inspire leadership and achievement within the association community.

Our promise. ASAE provides exceptional experiences, a vibrant community, and essential tools that make you and your organization more successful.

Our guarantee. Our goal is to provide truly exceptional offerings and service, and we won’t be happy until you are. If any programs, products, or services of ASAE do not fulfill our promise, we will make the situation right.

ASAE’s goals are the following:

Build knowledge. ASAE is the definitive source for ideas, tools, and resources for the association profession.

Enable learning. ASAE’s exceptional learning experiences enable the association community to consistently produce superior results.

Foster community. ASAE engages association professionals and industry partners in a diverse, global, welcoming community.

Engage in advocacy. ASAE’s advocacy and communications efforts enhance recognition for the profession and result in a positive legislative and regulatory climate for the association community.

ASAE tracks a wide range of legislative, regulatory, and legal issues, looking at policy matters in terms of their potential impact on associations. In addition to engaging in issue advocacy, ASAE helps shape public policy through grassroots activism, our political action committee, and the Power of A campaign.

ASAE and the ASAE Foundation, two separate but interdependent legal entities, are governed by two highly engaged boards who provide strategic direction and work in partnership with staff to carry out our mission. Along with the board of ASAE Business Services, Inc., ASAE’s for-profit subsidiary, they are guided by some of the best and the brightest leaders in the association community.

ASAE is committed to diverse and inclusive leadership that brings a wide variety of perspectives and experiences to inform their decision-making and ensure that they best serve their members.

Associations join ASAE to achieve new levels of success by leveraging ASAE resources across the organization. When you’re an organizational ASAE member, you will:

  • Build your team’s association management competencies to maximize performance and advance your mission.
  • Set your organization up for success by empowering every employee with access to practical, problem-solving resources and a strong community of professional peers.
  • Show employees that you support their professional development and position yourself to attract and retain the best talent.

Regardless of position or tenure, individuals in the association management profession join ASAE to boost their job performance and contribute at a high level to their organization’s success. As an ASAE member, you will:

  • Get immediate access to tools and resources that will help you do your job better and build your reputation as a skilled association professional.
  • Expand your network of peers who face the same challenges you do and can help you find solutions.
  • Advance your career by taking advantage of a wide range of professional development and networking opportunities.

The Certified Association Executive (CAE) program is designed to elevate professional standards, enhance individual performance, and designate association professionals who demonstrate the knowledge essential to manage an association in today’s challenging environment.

Earning the CAE credential brings significant benefits, both to the individuals who hold it and to the organizations that support their staff in pursuing and maintaining the CAE:

  • The CAE drives professional performance and career advancement. Seven out of 10 CAE test takers report building knowledge, improving advancement opportunities, and elevating their status in their current position as their motivation for pursuing the credential.
  • The CAE opens doors and creates connections. Those who earn the credential join a network of similarly committed association professionals and gain opportunities to connect with them through CAE-only events and increased volunteer leadership opportunities with ASAE and local, state, and regional association professional societies.
  • The CAE brings widespread recognition in the association community. CAEs are highly valued and well recognized, particularly among board leaders, association members, and those involved in hiring nonprofit professionals, including executive recruiters and association HR directors.
  • The CAE enhances organizational success. Associations that cultivate a “CAE culture” ensure that employees share a body of knowledge and common vocabulary about association management, improving efficiency and collaboration across the organization.

Association professionals who hold the CAE are required to fulfill ongoing learning requirements to keep their knowledge current.  CAEs are required to renew their certification every three years.

Members document 1) ongoing adherence to professional conduct requirements and 2) completion of professional development activities, or a combination of professional development activities and contributions to the profession:

  • Renewing certificants must have completed a minimum of 40 hours of association management related professional development, or a minimum of 30 hours of association management development plus 10 hours of qualifying leadership, authorship, and teaching activities contributing to the profession of association management. Qualifying leadership activities include volunteer service as a chairman, Chair-Elect or officer for committee service to a qualifying organization other than the applicant’s employer.
  • When renewing for the first time, applicants may include qualifying CAE credit hours not previously submitted for CAE credit provided the credits have been completed less than three years prior to the certification cycle end date (December 31 of renewal year.) For example, those who passed the December 2013 exam have a certification start date of January 24, 2014. For their first renewal, these certificants may use credits earned between January 1, 2014, and December 31, 2016. Those who passed the May 2014 exam have a certification start date of June 20, 2014. For their first renewal, these certificants may use credits earned between January 1, 2014, and December 31, 2016.
  • Renewal applicants must again agree in writing that they will adhere to the ASAE Standards of Conduct and they must re-attest that they have not been convicted of a felony related to the practice of association management.

XTRAcredits has professional development courses that meet the CAE requirement as these courses are directly related to either association or nonprofit management as defined by the CAE exam content outline, and meet the guidelines.

————- You are invited, join our XTRAcredits LinkedIn Group —————–

XTRAcredits is a full service boutique that provides continuing education led by top performance leaders from across the globe. The yellow pages for everything continuing professional development credit related.


More About ASAE: As a profession, association management is distinguished by its variety. Associations bring together disciplines as diverse as accounting, event planning, fundraising, research, and political advocacy, and a thorough knowledge of association management requires some familiarity with them all. Here, you’ll find resources in 15 broad association management topics. Whether you’re looking to explore something new or dive deep into your area of expertise, this is your door to ASAE’s collection of association management knowledge resources, where you can find information and advice to help you meet the challenges you and your organization face every day.

Carole Murray, CAP-OM
Senior Director, Executive and Board Operations