Training and Certification Requirements

Last Updated October 20th, 2009

Effective 7/1/08 the New York State Department of Health/New York State Partnership for Long-Term Care has been approved by the Certified Financial Planners Board of Standards to offer eight (8) continuing education credits to all Certified Financial Planners who meet the New York State Partnership training requirements.

In order to meet the Partnership training requirements, Certified Financial Planners must:

  1. Complete the E-learning course here, and
  2. Pass a monitored exam based on the content of the E-learning. The exam will be given on the day you attend the classroom training. (4 CE credits), and
  3. Attend the NYS Partnership 4-hour classroom training (4 CE credits).

Registration

There are two-steps to completing the registration process. A third step (before you arrive for the classroom training) involves taking the E-Learning course on line.

Pre-registration:

  1. Go to the training schedule and select the training you wish to attend.
  2. You can call the Partnership Office at (518) 474-0662 to pre-register.

When you call or register online, you will need to provide your:

Please Note: Due to possible unanticipated events, sessions may be cancelled. If this occurs, participants will be offered an alternate date.

Step II - Registration

  1. Go to the web site; download, print,and complete the registration form. This file is in PDF format. To view a PDF file you will need Adobe Acrobat Reader which is available free of charge.
  2. Send completed registration form along with the $127.00 non-refundable fee as soon as possible to:
    NYSDOH - Partnership for Long-Term Care
    One Commerce Plaza Room 826
    Albany, New York 12210

Registration form and payment must be received no less than two weeks prior to your pre-registered training date. Please make check or money order payable to "NYS Partnership Program/HRI." The $127.00 check or money order is non-refundable.

Step III - Online E-Learning

A test will be given on the morning of your training based on the online training. The E-Learning consists of three modules. At the end of each module, there are questions related to the corresponding module. There is no tracking on the E-learning site; training is done on the merit system. It is recommended that you refresh your memory before you arrive for the training.

Please Note: If you require special assistance in the examination please let us know at the time of registration.

Confirmation Notice

When the Partnership office receives a completed registration form, along with the registration fee, an e-mail will be sent confirming your registration.

Cancellation Policy

The $127.00 registration fee is non-refundable. If you are not able to attend the training you registered for, you are allowed to reschedule once. The class must be taken within 12 months of the original scheduled date. If you need to reschedule more than once, you will be required to pay the registration fee of $127.00 again.

Training Sites and Dates

All public training dates are listed on the NYS Partnership web site.

 

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