Combo Package for CPA & CFP®

Overview

Combo Package: Your One-Stop Solution for Continuing Education!

No more juggling multiple courses for different qualifications! With the myCPE combo package, you can meet all your continuing education requirements in one go. myCPE is NASBA-approved (Sponsor ID 143597) and CFP® Board (Sponsor ID: 8061), ensuring eligibility for CPA and CFP® qualifications.

What's Inside?

For CPA Professionals: Fulfill your 40-hour CPE, including 4 hours of ethics.
For CFP® Professionals: Complete your 30-hour CE , including 2 hours of ethics.
You’ll receive separate certificates for CPA and CFP® titles.

Course Breakdown:

CPA

Accounting	4
Auditing	4
Finance	21
Regulatory Ethics	4
Taxes	2
Total	40 CPE

CFP®

Estate Planning	2
General Principles of Financial Planning	3
Investment Planning	6
Professional Conduct and Regulation	2
Tax Planning	3.5
Retirement Savings and Income Planning	6.5
Risk Management and Insurance Planning	3.5
Total	30 CPE

Enhance your professional skills with MY-CPE's 42 CPE Combo Package for CPA & CFP®. This comprehensive package offers valuable CPE credits for CPAs and CFP continuing education, ensuring you stay current in your field. With MY-CPE, you can easily fulfill your cpa cpe requirements and gain knowledge from industry-leading courses. Our flexible, self-paced learning approach allows you to complete your education at your convenience. Invest in your future with MY-CPE's combo package and achieve your career goals. Sign up today and take the next step in your professional journey.

Courses

Course Title	Eligible Credits	Subject Area	Learning Format

AICPA Code of Conduct in the Real World	CFP® (US) (4) \| CPA (US) (4)	Not Eligible for CFP® (US) Regulatory Ethics	On Demand (video)
Accounting and Financial Reporting for Cryptocurrency and other Digital Assets	CFP® (US) (2) \| CPA (US) (2)	Not Eligible for CFP® (US) Accounting	On Demand (video)
Auditing Accounts Receivable –Existence and Valuation	CFP® (US) (2) \| CPA (US) (2)	Not Eligible for CFP® (US) Auditing	On Demand (video)
Balancing the Books: Navigating the Nuances of Debt and Goodwill Calculation	CFP® (US) (2) \| CPA (US) (2)	Not Eligible for CFP® (US) Accounting	On Demand (video)
Decoding Wall Street: A Beginner's Guide to Financial Markets	CFP® (US) (1) \| CPA (US) (1)	General Principles Of Financial Planning Finance	On Demand (video)
Demystifying Annuities: Navigating Myths, Avoiding Mistakes, and Rebuilding Trust	CFP® (US) (1) \| CPA (US) (1)	Retirement Savings And Income Planning Finance	On Demand (video)
Demystifying Securities: Your Guide to Investment Instruments	CFP® (US) (1) \| CPA (US) (1)	Investment Planning Finance	On Demand (video)
Estate Planning Essentials: Avoiding the Pitfalls of Intestate vs. Testate	CFP® (US) (1) \| CPA (US) (1)	Estate Planning Finance	On Demand (video)
Estate Tax Planning - Techniques We Haven’t Covered Yet	CFP® (US) (1) \| CPA (US) (1)	Estate Planning Taxes	On Demand (video)
Ethics CE: CFP® Board’s Revised Code and Standards	CFP® (US) (2) \| CPA (US) (2)	Professional Conduct And Regulation Not eligible for CPA (US)	On Demand (video)
Form 4684 – Casualty and Theft Losses	CFP® (US) (1) \| CPA (US) (1)	Tax Planning Taxes	On Demand (video)
Inside the Ticker Tape: How Financial Markets Really Work	CFP® (US) (1) \| CPA (US) (1)	General Principles Of Financial Planning Finance	On Demand (video)
Keep, Lapse, or Buy? A Professional’s Guide to Insurance Policy Reviews	CFP® (US) (1) \| CPA (US) (1)	Risk Management And Insurance Planning Finance	On Demand (video)
Keeping It in the Family: Tax Advantages of Hiring Your Child in Business	CFP® (US) (1) \| CPA (US) (1)	Tax Planning Taxes	On Demand (video)
Navigating Form 1120S: Top 10 Mistakes and How to Avoid Them!	CFP® (US) (2) \| CPA (US) (2)	Tax Planning Taxes	On Demand (video)
Retire Right: Mastering the Art of Holistic Financial Planning	CFP® (US) (1) \| CPA (US) (1)	Retirement Savings And Income Planning Finance	On Demand (video)
Risk Management in Financial Planning	CFP® (US) (1.5) \| CPA (US) (1.5)	Risk Management And Insurance Planning Finance	On Demand (video)
Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence	CFP® (US) (1) \| CPA (US) (1)	Retirement Savings And Income Planning Finance	On Demand (video)
State Income Tax Residency & Retirement Income 2024-25	CFP® (US) (2) \| CPA (US) (2)	Retirement Savings And Income Planning Taxes	On Demand (video)
Stocks Unplugged: Mastering Sentiment, Seasonality, and Strategies	CFP® (US) (1) \| CPA (US) (1)	Investment Planning Finance	On Demand (video)
Stocks Unplugged: Navigating the Market Maze with Charting Magic	CFP® (US) (1) \| CPA (US) (1)	Investment Planning Finance	On Demand (video)
Stocks Unplugged: Your Guide to Quirky Investing Success	CFP® (US) (1) \| CPA (US) (1)	Investment Planning Finance	On Demand (video)
Strategic Brilliance: Marketing and Positioning Annuities for Success	CFP® (US) (1) \| CPA (US) (1)	General Principles Of Financial Planning Finance	On Demand (video)
Strategic Tax Planning for Real Estate Investment Properties	CFP® (US) (1) \| CPA (US) (1)	Investment Planning Finance	On Demand (video)
Tax Classification of Individuals	CFP® (US) (1.5) \| CPA (US) (1.5)	Tax Planning Taxes	On Demand (video)
Tax Landscape over Financial Planning	CFP® (US) (1.5) \| CPA (US) (1.5)	Tax Planning Taxes	On Demand (video)
The Great Fraud Shift: Navigating New Perspectives in 2025!	CFP® (US) (2) \| CPA (US) (2)	Not Eligible for CFP® (US) Auditing	On Demand (video)
The New Investment Paradigm: Enhanced Returns, Reduced Risks	CFP® (US) (1) \| CPA (US) (1)	Investment Planning Finance	On Demand (video)
The Self-Employed Health Insurance Deduction - Who Qualifies?	CFP® (US) (1) \| CPA (US) (1)	Risk Management And Insurance Planning Finance	On Demand (video)
Traditional and Roth IRA Distribution, Taxation and Withholding	CFP® (US) (1.5) \| CPA (US) (1.5)	Retirement Savings And Income Planning Finance	On Demand (video)

Details

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.

All Packages are included under the Individual Subscription

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15,000+ Hrs of CPE approved Content Largest content library covering all aspects of professional development.
500+ Emerging Subject Areas Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.
50+ State- Specific Ethics Courses Stay compliant with ethics requirements for every state.
50+ State Compliance Packages Pre-selected courses for quick compliance, saving time and effort.
100+ Advanced Certification Programs Expert-led programs to build advanced expertise and strengthen your career credentials.
AICPA Eligibility Programs (CFF, ABV, PFS) Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.
Compliance Tracker and Credit Vault Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.
Instant Certification and Fast Reporting Instant reporting to IRS, CFP Board, and other governing bodies.
Mobile App Access (iOS and Android) https://play.google.com/store/apps/details?id=com.my_cpe
Access to Communities Join communities tailored to your specific interests and areas of expertise.
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“I am so impressed with MyCPE. Their offerings are so much more varied than other CPA services I have used and I love that you can get good classes at a reasonable price either on a class by class basis or as a package.”

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That’s why I purchased Unlimited Access on myCPE

“Their sessions are engaging and insightful simultaneously. That’s why I purchased Unlimited Access on myCPE so that I could view everything I wanted, at my convenience. Includes courses approved by NASBA, IRS, IIA, IMA and also the state specific ethics courses, all combined in one package. Also, I will have separate certificates for my multiple titles. I am very happy with the offerings and wish them all the best.”

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“I needed to recertify for my SPHR. They had a package that included everything I needed to complete the credits. I bought the unlimited and have already started to work towards my next certification.”

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Frequently Asked Questions

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

The Compliance Package includes pre-selected courses required to fulfill your Continuing Education requirements in one convenient bundle - saving time and effort for busy professionals.

Yes, all courses are approved/verifiable for your specific qualifications by regulatory authority and are regularly updated to meet compliance standards.

Absolutely! You can easily monitor your course progress and certificate completion through our Credit Tracker tool.

Yes, all our packages and 13,000+ hours of content are under our subscription, allowing you to complete all required Continuing Education credits without extra charges.

You’ll have access to the Compliance Package courses and can revisit courses anytime until the subscription expires or if you have purchased Package separately, you can access it for 12 months from the date of purchase.

Certainly! Our dedicated customer support team is available to assist you via chat, email, phone, or Zoom on weekdays from 9 AM to 5 PM EST. You can contact us at 646-688-5128 or via email at support@my-cpe.com

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Combo Package for CPA & CFP®

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Overview

Courses