myCPE

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Continuing Education Credits Breakup Details

  • Package Credit Check Point

    Accounting

    2 credits
  • Package Credit Check Point

    Auditing

    3 credits
  • Package Credit Check Point

    Finance

    20 credits
  • Package Credit Check Point

    Regulatory Ethics

    6 credits
  • Package Credit Check Point

    Taxes

    11 credits

What is a Combo Package?

A Combo Package is designed to cater to the needs of professionals who hold multiple qualifications and must earn various credits to fulfill their continuing education requirements for each of their professional titles. With the myCPE combo package, you now have the convenience of completing all your continuing education credits in one comprehensive program. This eliminates the need to enroll in multiple courses separately for each of your professional designations. It's important to note that myCPE is authorized by both NASBA (Sponsor ID: 143597) and the CFP® Board (Sponsor ID: 8061) to issue continuing education certificates.

What is included in this Combo Package?

  • If you are both a CPA and a CFP®(US) professional, this self-study webinar package is tailored to assist you in satisfying the continuing education requirements for both of your titles. 
  • For CPAs, the typical CPE requirement is 40 hours, including 4 hours of ethics. This package satisfies all 40 hours of the requirement, encompassing the 4-hour ethics component.
  • CFP® (US) professionals are required to obtain 30 CE hours, inclusive of 2 hours dedicated to CFP® Board-approved Ethics. This package comprehensively fulfills your 30 CE requirements, encompassing the critical 2 hours of CFP® Board Approved Ethics.
  • Upon successful completion of the courses within this 42-hour package, you will be awarded separate certificates for your CPA and CFP® (US) designations. This ensures that you satisfy the unique continuing education requirements for each title.


The subject breakdown of the courses included is detailed below:

CPA

Field of StudyCPE
Accounting
2
Auditing3
Finance
18
Regulatory Ethics
4
Taxes
13
Total Credits40


CFP® (US)

Field of Study
CPE
Estate Planning2
General Principles of Financial Planning3
Investment Planning5
Professional Conduct and Regulation2
Retirement Savings and Income Planning6
Risk Management and Insurance planning3
Tax planning9
Total Credits
30
CE REQUIREMENTS :

  • CPAs - There are generally 40 CPE Requirements. However, each state determines its CPE requirements for its Certified Public Accountant license.
  • CFP® - 30 hours of CPE are required every 2 years.

REPORTING PERIOD :

  • CPAs - CPAs are required to report their CPE credits annually. However, each state has prescribed a different reporting cycle.
  • CFP® – The reporting period for CFP® starts from the renewal date to the last day before the next renewal in the two-year cycle.

ETHICS REQUIREMENTS :

  • CPAs - Generally, the state requires CPAs to comply with the 4 hours Ethics requirement which may be through regulatory ethics or board-approved state-specific ethics courses.
  • CFP®- - 2 hours of CFP® Board-approved Ethics CE each reporting period.

CARRYOVER OF CREDITS :

  • CPAs - Each state has different policies concerning the carry-over of credits to the future year.
  • CFP® - CFP® Board does not allow Certified Financial Planners to carry excess CE credits over from the next reporting cycle.

NOTES :

Information given by us on CPE/CE Requirements / Subject Requirements is based on information sourced from reliable sources. However, these requirements keep on updating. For the latest and updated CPE/CE requirements, please visit the NASBA and CFP® websites.

  • Yes, this combo package would meet annual 30 CE requirements for CFP® as well as 40 CPE requirements for CPAs.

Each course is created by a qualified and experienced instructor(s). myCPE Packages include Self-study and Live Courses. The courses are in the form of On-demand Videos and Live webinars, However, there are some courses that are Text-Based courses. The Self-study Video courses in Packages may be Live recorded presentations converted into Self Study (On-Demand Videos).

After completion of each course of this package or package, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits.

Once you register you will have complete access to all the courses of this package. The self-study format allows you to access the material online 24/7 and study at your own pace and live webinars should be attended at the scheduled date.

As per NASBA guidelines, you have one year from the date of purchase of your package to complete each program. Complete your final exam at the end of each webinar any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

  • Self-Study Course has a minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.
  • All the polling questions should be answered for the live CPE course to get the certificate.
Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast-forwarded the video or tried to manually move the progress bar of the video. The system wouldn’t capture your watch time. So please let the video go on its own. However, the on-demand video can be paused and played whenever you want and you can watch it in pieces. It will pick up from where you left off. So for self-study courses, you will have to

1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the webinar video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates
5. You can download the individual certificate from your "Account" as well as from this page once you complete a particular course. Also, you can download "Consolidated Certificate" from the package page or from your account.
A Self-study webinar is a recorded video (If it’s a recording of a live webinar you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward if you fast forward we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study webinar, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks and in the case of the live webinar, it is sent after completion of the webinar. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the webinar and answer all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have registered for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.

All our courses in the packages are approved by NASBA, IRS, and other regulating bodies. However, we would recommend you to visit the accountancy board website of your licensure state for CPE credit requirements.

"For some, Continuous Education is compliance that helps them to renew their licenses. For some, it’s a worthwhile learning experience that keeps them and their firm up-to-date by taking valuable insights from continuing education webinars/courses. At myCPE, we believe in providing quality continuing education beyond CPE credits. MyCPE, the first-ever web & mobile CPE/CE platform has launched a path-breaking social initiative “1 Credit = 1 Meal” under which we donate one meal to an underprivileged for each credit earned by a professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline."