Report completed continuing education credits to CE Broker via the web services system-to-system integration

domain: cebroker.com · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Contact CE Broker (a Propelus product) to establish a system-to-system web services agreement; integration documentation is at https://help.cebroker.com/hc/en-us/articles/15226531479828
  2. CE Broker uses a Microsoft .NET SOAP/XML web services interface; obtain the WSDL endpoint URL and authentication credentials (ProviderID and APIKey) from your CE Broker provider account
  3. To report a completed CE activity, call the ReportActivity web service method with parameters: LicenseeID or SSN, ProviderID, CourseID, CompletionDate, HoursCompleted, and CourseName
  4. Validate the response code: a success response returns a confirmation number; error codes indicate issues such as invalid license number, duplicate submission, or board-rejected course
  5. CE Broker only accepts reports for courses that are pre-approved by the relevant licensing board; submit the course approval request first via the provider portal before attempting API-based reporting
  6. For associations reporting on behalf of educational providers, transmit the educational provider's ProviderID (not the association's) so the licensee's record displays the correct provider name

Known gotchas

Related routes

Submit continuing professional education (CPE) credits to NASBA's National Registry of CPE Sponsors reporting system
nasba.org · 6 steps · unrated
Query FINRA's continuing education API to retrieve CE requirements and completion status for a registered representative
developer.finra.org · 6 steps · unrated
Build a license-renewal CE compliance dashboard by querying CE Broker's licensee CE status for a board's license population
cebroker.com · 6 steps · unrated

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