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To update your PTIN you need to sign into your account and then go to the My Account > My Dashboard > Profile.
PTIN is an 8-digit number followed by P. For example, P01234567 is a valid PTIN number.
Please esnure that your records including your first name, last name , PTIN matches the records of the IRS. This would help us in reporting your educational credits smoothly to the respective authorities.How can I update my PTIN ?
How can I update my CTEC ID on myCPE platform?
To update your CTEC ID you need to sign into your account and then go to the My Account > My Dashboard > Profile.
CTEC ID is an 6-digit number followed by A. For example, A123456 is a valid CTEC ID
Please ensure that your records including your first name, last name , CTEC ID matches the records of the California Tax Education Council (CTEC). This would help us in reporting your educational credits smoothly to the respective authorities.
How can I update my CFP ID on myCPE platform?
To update your CFP ID you need to sign into your account and then go to the My Account > My Dashboard > Profile.
Please ensure that if you are a CFP, you need to enter last 4 digts of your Social Security Number (SSN).
Please also ensure that your records including your first name, last name , CFP ID matches the records of the CFP Board. This would help us in reporting your educational credits smoothly to the respective authorities.
Qualification |
Website Link |
Certified Public Accountant (CPA) |
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Certified Financial Planner (CFP) |
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Annual Filing Season Program (AFSP) |
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Enrolled Agent (EA) |
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California Registered Tax Professional (CRTP) |
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Certified Management Accountant (CMA) |
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SHRM Professional |
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Accredited in Business Valuation (ABV) |
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Certified Valuation Analyst (CVA) |
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Certified Information Technology Professionals (CITP) |
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Personal Financial Specialist (PFS) |
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HRCI Professionals |
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Certified Fraud Examiner (CFE) |
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Trust & Estate Practitioners (TEP) |
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Certified Senior Advisor (CSA) |
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Certified Internal Auditor (CIA) |
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Chartered Financial Analyst (CFA) |
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Accredited Financial Examiner (AFE) |
Approved By |
Approval Number |
National Association of State Boards of Accountancy (NASBA) |
143597 |
Internal Revenue Service (IRS) |
GEHNZ |
California Tax Education Council (CTEC) |
6273 |
Certified Financial Planner Board (CFP) |
8061 |
Society for Human Resource Management (SHRM) |
RP5359 |
Human Resource Certification Institute (HRCI) |
714694 |
Texas State Board of Public Accountancy (TSBPA) |
010556 |
Illinois Department of Financial & Professional Regulation (IDFPR) |
158002756 |
New York State Board of Public Accountancy (NYSPA) |
002976 |
Association of Certified Fraud Examiners (ACFE) |
Approved |
National Association of Certified Valuators and Analysts (NACVA) |
Approved |
Institute of Management Accountants (IMA) |
Approved |
Institute of Internal Auditors (IIA) |
Approved |
Institute of Finance and Management (IOFM) |
Approved |
Society of Trust and Estate Practitioners (STEP) |
Approved |
Certified Senior Advisor (CSA) |
Approved |