In order for Surgent to report your CFP credit, your CFP ID number will need to be added to your profile.
To access your profile and add/update your CFP ID Number:
1. Log into your Surgent CPE account at http://www.surgentcpe.com by clicking Login in the upper right of the webpage and then enter your login credentials
2. Click your name in the top right of the page > MY PORTAL
3. Once in your portal, click the grey person icon in the top right of the page and click MY PROFILE
4. Select ABOUT from the menu on the left
5. Select CFP from the list of license(s)/professional designations and enter your CFP ID Number into the field available then click SAVE AND CONTINUE to save your changes.