myCPE
myCPE

Combo Package for CPA & CFP®

All-in-one package to fast-track your compliance

Last Updated

November, 2024

Credit Summary
  • Estate Planning
  • General Principles of Financial Planning
  • Investment Planning
  • Professional Conduct and Regulation
  • Retirement Savings and Income Planning
  • Risk Management and Insurance Planning
  • Tax Planning
  • Accounting
  • Auditing
  • Finance
  • Regulatory Ethics
  • Taxes
Total Credits
CFP® (US), CPA (US)
42 Hours 
On Demand
Ebook
Included with Subscription

Why Professionals Trust Our Compliance Package

  • Saving time and effort for busy professionals.
  • Quick access to essential courses in one package.
  • All certificates in one place for easy submission.
  • Learn at your own pace that suits your busy schedule.
certificate
certificate
certificate

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
20
Regulatory Ethics
4
Specialized Knowledge
1
Taxes
7
Total 
40 CPE


CFP®

Estate Planning2
General Principles of Financial Planning4
Investment Planning 5
Professional Conduct and Regulation2
Psychology of Financial Planning1
Retirement Savings and Income Planning 8
Risk Management and Insurance Planning4
Tax Planning4
Total30 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
2024 Crypto Currency & Taxes – Update CFP® (US) (2) | CPA (US) (2) Tax Planning Taxes On Demand (video)
An Introduction to Green Finance and Ethical Investment CFP® (US) (2) | CPA (US) (2) Not applicable to CFP US Accounting On Demand (video)
Architecting Financial Documents: Essential Components for Presentation and Navigation CFP® (US) (2) | CPA (US) (2) Not applicable to CFP US Accounting On Demand (video)
Child Tax Credit and Earned Income Credit CFP® (US) (2) | CPA (US) (2) Tax Planning Taxes On Demand (video)
Circular 230 and Rogue Return Preparers CFP® (US) (2) | CPA (US) (2) Not applicable to CFP US Regulatory Ethics On Demand (video)
Cracking RMDs: Your Roadmap to Retirement Security CFP® (US) (1) | CPA (US) (1) Taxes Taxes On Demand (video)
Daycare Credit: Form 2441 CFP® (US) (2) | CPA (US) (2) Tax Planning Taxes 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 Securities: Your Guide to Investment Instruments CFP® (US) (1) | CPA (US) (1) Investment Planning Finance 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)
Exploring Decedent Estates and the Final 1040 CFP® (US) (1) | CPA (US) (1) Taxes Taxes On Demand (video)
FinCEN BOI - The CTA Changes and How to File CFP® (US) (2) | CPA (US) (2) General Principles Of Financial Planning Taxes On Demand (video)
Form 4684 – Casualty and Theft Losses CFP® (US) (1) | CPA (US) (1) Tax Planning Taxes On Demand (video)
Foundations for a Strong Internal Audit Department CFP® (US) (2) | CPA (US) (2) Not applicable to CFP US Auditing 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)
Investing in REITs: Strategies for Financial Success CFP® (US) (1) | CPA (US) (1) Investment Planning Finance On Demand (video)
Keys to Managing an Effective Internal Audit Function CFP® (US) (2) | CPA (US) (2) Not applicable to CFP US Auditing On Demand (video)
Medicare Foundations: Building Blocks for a Healthy Retirement CFP® (US) (1) | CPA (US) (1) General Principles of Financial Planning Finance On Demand (video)
Navigating Form 1120S: Top 10 Mistakes and How to Avoid Them! CFP® (US) (2) | CPA (US) (2) Taxes Taxes On Demand (video)
Payroll IRS Form Review CFP® (US) (1) | CPA (US) (1) Taxes 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)
Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a) CFP® (US) (1) | CPA (US) (1) Retirement Savings and Income 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)
The Power and Essentials of Estate Planning CFP® (US) (1) | CPA (US) (1) Taxes Taxes On Demand (video)
The Self-Employed Health Insurance Deduction - Who Qualifies? CFP® (US) (1) | CPA (US) (1) Retirement Savings and Income Planning Taxes On Demand (video)
Understanding and Applying the AICPA Code of Professional Conduct CFP® (US) (2) | CPA (US) (2) Not applicable to CFP US Regulatory Ethics Ebook Webinar
Unlocking Financial Wellness: Longevity Planning for a Prosperous Retirement CFP® (US) (1) | CPA (US) (1) Retirement Savings and Income Planning Finance On Demand (video)
Using Form 1040 as a Guide to Making Financial Planning Recommendations CFP® (US) (2) | CPA (US) (2) Taxes Taxes On Demand (video)
Conquering the Division of Retirement Assets in Divorce CFP® (US) (1) | CPA (US) (1) Finance 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.

Get Started with Unlimited Learning

Select your plan, complete your payment, and access a world of knowledge.

Subscription Inclusions Silver Gold
13,000+ Hrs of CPE approved Content
tooltip

Largest content library covering all aspects of professional development.
500+ Emerging Subject Areas
tooltip

Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.
50+ State- Specific Ethics Courses
tooltip

Stay compliant with ethics requirements for every state.
50+ State Compliance Packages
tooltip

Pre-selected courses for quick compliance, saving time and effort.
100+ Advanced Certification Programs
tooltip

Expert-led programs to build advanced expertise and strengthen your career credentials.
AICPA Eligibility Programs (CFF, ABV, PFS)
tooltip

Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.
Compliance Tracker and Credit Vault
tooltip

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
tooltip

Instant reporting to IRS, CFP Board, and other governing bodies.
Mobile App Access (iOS and Android)
tooltip

https://play.google.com/store/apps/details?id=com.my_cpe
25+ Premium Training Programs
tooltip

Focused training with pre-built assessments for all levels to upskill your staff efficiently.
Exclusive Access to Communities
tooltip

Join communities tailored to your specific interests and areas of expertise.

Select Tenure

Winter Wisdom
Ends Soon!

00:00:00

Start Your Subscription 

Start your journey towards learning and compliance.

$299$199 For 12 Months

More Reasons to Subscribe

  • true true
    80% of Content Rated 4.5+ Stars
    High-quality content rated by professionals.
  • true true
    4X More Content at 1/3rd the Price
    Serious value compared to your regular provider!
  • true true
    Non-Sponsored Content
    Purely educational, unbiased content for your learning.
  • true true
    Monthly & Quarterly Updates
    Keeping you ahead of trends and changes.
  • true true
    Podcasts with Industry Leaders
    Learn and Earn CPE from experts on the go.

Need guidance with compliance requirements?

Speak with our Compliance Advisor

Book a Call

Discover Why We’re the Preferred Choice!

trusted

Highly recommend MY-CPE courses

“The MY-CPE courses, packages and certifications are phenomenal! I am so glad I found this platform. I am learning so much. I appreciate the convenience of the self study. The instructors are thorough and inspiring.”

Heather Thurs
Heather Thurs, CSAF

Payroll Administrator, Madison Valley Medical Center

trusted

Great Experience

“I am excited about using the product since they make everything very easy to use and track. You can track your courses and CPE certifications and they have ready made packages for what you are trying to accomplish to help you save time without having to search all the courses”

Jordan Mann
Jordan Mann, CFA

Senior Vice President, GPM Investment

trusted

I am so impressed with MyCPE

“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.”

Spectrum User
Spectrum User, CPA

Business Owner

trusted

The package is reasonably price and…

“The package is reasonably price and includes everything you need for the renewal. Highly recommend!”

Annie .
Annie ., CPA

Corporate Controller

trusted

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.”

Lauren Bernaky
Lauren Bernaky, CFP

Corporate Controller

trusted

I needed to recertify for my SPHR

“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.”

Laurie M
Laurie M, PHR, SHRM-SCP

Senior Human Resources Consultant

Team Subscription

Empower your team with unlimited access to complied courses, compliance management tools, and customized learning solutions. 

  • true true Comprehensive Content Library
  • true true CPE Compliance Automation
  • true true Advanced Training Solutions
  • true true Learning Management System
  • true true Event and Webinar Management

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

Subscribed
Doug purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Kyle purchased a subscription.
Subscribed
Janice purchased a subscription.
Subscribed
Mohammed purchased a subscription.
Subscribed
Joseline purchased a subscription.
Subscribed
Crystal purchased a subscription.
Subscribed
Uday purchased a subscription.
Subscribed
Joshua purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Alexander purchased a subscription.
Subscribed
Diane purchased a subscription.
Subscribed
Pedro G Valdes purchased a subscription.
Subscribed
Charles purchased a subscription.
Subscribed
Anthony purchased a subscription.
Subscribed
Vinayak purchased a subscription.
Subscribed
Quillie purchased a subscription.
Subscribed
Nadeem purchased a subscription.
Subscribed
Marjorie purchased a subscription.
Subscribed
Marianne purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Peris purchased a subscription.
Subscribed
Peggy purchased a subscription.
Subscribed
Craig purchased a subscription.
Subscribed
Leann purchased a subscription.
Subscribed
GEORGE purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Isabelle purchased a subscription.
Subscribed
Courtney purchased a subscription.
Subscribed
THOMAS purchased a subscription.
Subscribed
Mary purchased a subscription.
Subscribed
Ketul purchased a subscription.
Subscribed
Lindsay purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Jeff purchased a subscription.
Subscribed
Erin purchased a subscription.
Subscribed
Jose purchased a subscription.
Subscribed
Seongmi purchased a subscription.
Subscribed
Methe purchased a subscription.
Subscribed
Jackie purchased a subscription.
Subscribed
Steven purchased a subscription.
Subscribed
Suketu purchased a subscription.
Subscribed
Anais purchased a subscription.
Subscribed
Scott purchased a subscription.
Subscribed
Brittany purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Nicole purchased a subscription.
Subscribed
Stone purchased a subscription.
Subscribed
Carol purchased a subscription.
Subscribed
Dolores purchased a subscription.
Subscribed
Dan purchased a subscription.
Subscribed
Shaunte purchased a subscription.
Subscribed
Karin purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Devon purchased a subscription.
Subscribed
Lea purchased a subscription.
Subscribed
Keith E purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
Casey purchased a subscription.
Subscribed
Ryan purchased a subscription.
Subscribed
Lexus purchased a subscription.
Subscribed
Mary purchased a subscription.
Subscribed
Jonathan purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Julie purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Melissa purchased a subscription.
Subscribed
Kelly purchased a subscription.
Subscribed
Bruce purchased a subscription.
Subscribed
Kwok Yue purchased a subscription.
Subscribed
Diane purchased a subscription.
Subscribed
Satin purchased a subscription.
Subscribed
Katelin purchased a subscription.
Subscribed
Katie purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Mirel purchased a subscription.
Subscribed
Jonathan purchased a subscription.
Subscribed
darryl purchased a subscription.
Subscribed
Jim purchased a subscription.
Subscribed
Cheryl purchased a subscription.
Subscribed
Tawanda purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
Gabriela purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Sherry purchased a subscription.
Subscribed
TAMMY purchased a subscription.
Subscribed
Matthew purchased a subscription.
Subscribed
Tracy purchased a subscription.
Subscribed
Christo purchased a subscription.
Subscribed
Randy purchased a subscription.
Subscribed
Jeffrey purchased a subscription.
Subscribed
Melissa purchased a subscription.
Subscribed
Rose purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Joshua purchased a subscription.
Subscribed
Patrick purchased a subscription.
Subscribed
Ariana purchased a subscription.