Frequently Asked Questions

  • I can’t log into my account.
    • The credentials to log into your myCPE account is your EMAIL ADDRESS & PASSWORD used during account creation. Click here to reset your password.
    • If the issue persists, please reach out to us via email support@my-cpe.com or contact our support team through live chat support. Our support team is available Monday to Friday from 09:00 AM – 04:30 PM EST.
  • How to register for webinars post Sign up?
    • After creating your myCPE account or signing to your myCPE account, scroll down to view the upcoming webinars or Self Study courses. There is a Register Button against each webinar. Once you click on REGISTER, you will receive a prompt as pop that you have registered for the webinar. Also, if it is premium webinar than you need to pay for the webinar first and after that you will receive a prompt as pop that you have registered for the webinar.
    • Kindly note that for paid webinars, you will be redirected to a payment screen where you can pay using Visa, Mastercard or AMEX. Once payment is successful, you will be redirected back to the website with the registration confirmation.
    • In case you do not receive the prompt for a webinar you are trying to register, please refresh the page. If it still doesn’t work, please contact our support team via email (support@my-cpe.com) or connect us through live chat support.
  • Can I attend a webinar using my phone? If so, how?
    • Yes, you can attend a webinar using your phone however, you will be required to download an additional application called ‘ZOOM’ which is available on Google Play Store as well as the Apple App Store. You can CLICK HERE to download the application. Once the application is successfully installed, simply go to your mobile browser and log into your myCPE account like you would on a desktop.
    • Go to the ‘My Webinars’ section and under the ‘Upcoming Webinars’ tab, go to the webinar you wish to attend and click ‘Join Webinar’. It will redirect you to the ‘ZOOM’ application and you will be able to join the webinar as well as submit polling questions.
    • Make sure you download the latest version for the application.
  • How to view /access the registered webinar?
    • When you register for any of our webinars, you receive an email confirmation with a link to join the webinar at the scheduled time or to watch the video with instructions. Also, the registered webinars are visible in you myCPE account under ‘My Webinars’ section and under the ‘Upcoming Webinars’ tab. CLICK HERE to login into the account.
    • myCPE recommends that you check your digital device is compatible with the ZOOM software prior to attending the live webinars on our platform.
  • How can I update/edit my account information?
    • To update or edit your account information, first, log into your account and then go to the My Account > My Dashboard > Profile. Here, you’ll be able to update your account information except for your email address.
    • To update your email address, you will need to email us at support@my-cpe.com
  • How can I update my PTIN on myCPE platform ?
    • 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.

  • How many Continuing Educational credits do I need to earn?
    • The number of Continuing Educational credits depends upon your licensing body or state board requirements.

Qualification

Website Link

Certified Public Accountant (CPA)

CLICK HERE

Certified Financial Planner (CFP)

CLICK HERE

Annual Filing Season Program (AFSP)

CLICK HERE

Enrolled Agent (EA)

CLICK HERE

California Registered Tax Professional (CRTP)

CLICK HERE

Certified Management Accountant (CMA)

CLICK HERE

SHRM Professional

CLICK HERE

Accredited in Business Valuation (ABV)

CLICK HERE

Certified Valuation Analyst (CVA)

CLICK HERE

Certified Information Technology Professionals (CITP)

CLICK HERE

Personal Financial Specialist (PFS)

CLICK HERE

HRCI Professionals

CLICK HERE

Certified Fraud Examiner (CFE)

CLICK HERE

Trust & Estate Practitioners (TEP)

CLICK HERE

Certified Senior Advisor (CSA)

CLICK HERE

Certified Internal Auditor (CIA)

CLICK HERE

Chartered Financial Analyst (CFA)

CLICK HERE

Accredited Financial Examiner (AFE)

CLICK HERE

  • How can I earn Continuous Educational Credits?
    • To earn your Continuous Educational credits, you need to fulfill the attendance requirements laid down by your respective licensing body. The guidelines state that the participant is required to remain logged into a live webinar & answer all the poll questions. Only when both the conditions are fulfilled, a participant become eligible for the Continuous Educational credits.
    • Kindly note that you will be required to complete an evaluation form before receiving your CPE credits which we do send via email.
  • When the credits are reported to the IRS, CFP, HRCI, CTEC and others?
    • myCPE reports the educational credits to the respective licensing bodies on weekely basis.
    • It is the responsibility of the webinar participant to provide a valid PTIN , CTEC ID, CFP ID along with their first name, last name as per the records of theire respective licensing authorities. (Please check Account & Information related queries section in FAQs)
    • Further, you also have to ensure that the webinar you are enrolled for is eligible for the educational credits you want. It is important to note that to earn your credits, the time and polling requirement for the IRS CE and NASBA CPE are the same. Though, IRS does NOT issue partial credits. This means that the webinars of 90 minutes and 150 minutes would earn you only 1 CE and 2 CE, respectively. You will not earn 1.5 CE and 2.5 CE for the webinar.
  • I attended a webinar but it shows in the ‘Did not Attend’ section.
    • There are various scenarios where you might have attended the webinar but it shows in “Did not Attend” section.
    • If you have not attended the webinar - In this case you are not eligible to get you educational credits and certificate.
    • Unable to answer the polling questions because of technical glitches and informed our webinar team via email or live chat. Our webinar team will verify your responses and your evaluation form will sent to you in 24 hours. In case, you have not received your email, please check your junk email. You can also contact us on support@my-cpe.com
    • Polling Question submitted in chat – Our webinar team will verify your responses and your evaluation form will sent to you in 24 hours. In case, you have not received your email, please check your junk email. You can also contact us on support@my-cpe.com
    • Polling questions have not been answered – In this case you are not eligible to get you educational credits and certificate.
  • Disclaimer
    • MY-CPE LLC is in compliance with NASBA, IRS, CTEC, CFP, State Boards and other regulating bodies as per their standards. However, we recommend that before attending a webinar you must check the eligibility with your State Board / Licensing body as it has the final authority on determining the eligibility of courses for Continuous educational credits.
  • How long does it take to receive an evaluation form?
    • If you don’t receive evaluation forms within 24-48 hours please drop us an email on support@my-cpe.com or connect with us on Live Chat.
    • There might be delay in sending up the evaluation forms because of unavoidable circumstances. In these scenarios, we will keep you posted and evaluation form will be sent to you accordingly.
    • We verify the report at our end and send the evaluation form to attendees in the next 24 hours after the webinar has ended. Kindly note that the evaluation form will only be sent to attendees who remained logged in till the end of the webinar and answered all the polling questions.
    • We work with Zoom as our Webinar provider platform and zoom take 1-2 hours to send us the report.
  • I didn’t receive an evaluation form email.
    • Unable to answer the polling questions because of technical glitches and informed our webinar team via email or live chat. Our webinar team will verify your responses and your evaluation form will sent to you in 24 hours. In case, you have not received your email, please check your junk email. You can also contact us on support@my-cpe.com
    • Polling Question submitted in chat – Our webinar team will verify your responses and your evaluation form will sent to you in 24 hours. In case, you have not received your email, please check your junk email. You can also contact us on support@my-cpe.com
    • All the Polling questions have not been answered – In this case you are not eligible to get you educational credits and certificate.
    • If you have not attended the webinar - In this case you are not eligible to get you educational credits and certificate.

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

  • We offer Continuing Education Programs for the following qualifications:
    • Accredited Financial Examiner (AFE)
    • Chartered Financial Analyst (CFA)
    • Certified Internal Auditor (CIA)
    • Certified Senior Advisor (CSA)
    • Trust & Estate Practitioners (TEP)
    • Certified Fraud Examiner (CFE)
    • HRCI Professionals
    • Personal Financial Specialist (PFS)
    • Certified Information Technology Professionals (CITP)
    • Certified Valuation Analyst (CVA)
    • Accredited in Business Valuation (ABV)
    • SHRM Professionals
    • Certified Management Accountant (CMA)
    • California Registered Tax Professional (CRTP)
    • Enrolled Agent (EA)
    • Annual Filing Season Program (AFSP)
    • Certified Financial Planner (CFP)
    • Certified Public Accountant (CPA)
  • Disclaimer
    • All of our courses have been developed and reviewed as per the standards of NASBA and state requirements for CPAs for all 50 states. The entirety of our courses additionally meets the worldwide Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). We understand that our courses (including Live Webinars & Self Study Webinars) can be counted by Accounting, Tax & Finance Professionals towards their verifiable CPD requirements. However, we suggest to check the eligibility with your professional licensing body before taking any courses with myCPE.
  • What is general education credit?
    • myCPE platform does provide a general educational credit certificate to all the attendees. This would act like a participation certificate and is not intended to complete your Continuing education requirements.
  • How can I download my CPE Certificate after attending a webinar?
    • Within 24 hours of completion of your webinar, you shall receive an evaluation form via email. Once you have completed the evaluation form, you will be able to download the credit certificate from myCPE account under the ‘MY CERTIFICATE’ tab.
  • I don’t see a certificate under ‘My Certificate’ tab. What should I do?
    • If you don’t see a certificate under ‘My Certificate’ tab, the possible reasons are
    • You haven’t filled and submitted your evaluation form. CLICK HERE to login into the account.
    • You didn’t answer all the polling questions. Therefore, evaluation form has not been sent to you. contact us on support@my-cpe.com for any queries.
    • If you have submitted your evaluation form and answered all polling questions, there could be a delay in generating your certificate. In this case, please wait for 24-48 hours or contact us on support@my-cpe.com . You can reach out to us through chat support on our website.
  • How can I check / download the learning materials available for the webinars ?
    • To download webinar handout/presentation material, please go to the webinar page and go to the webinar information pane located on the right-hand side. Scroll down till the bottom of this page and click on the ‘Download’ button for handout material. The download should be started.
    • You could also download the handouts/presentation material during the webinar. myCPE’s moderator will provide it to you at the start of the webinar.
    • The handouts/presentation material is available for download from the webinar information page under the ‘Handouts Material’ tab. You can access the webinar information page by clicking on the webinar banner available on myCPE homepage.
    • Alternatively, the handouts/presentation will also be provided during the webinar by the moderator.
  • When I am eligible to get refund for my webinars?
    • You are eligible to get refund only if webinars are cancelled from our end. In this case, you would be given an option to get yourself registered for the same webinar on alternate dates if available. If not, your refunds would be processed and will be reflected into your source account in 5-8 business days.
  • What if I cancel my registration for a premium webinar? Will I get a refund?
    • If you cancel your registration for a premium webinar, you won’t get your refund. However, we would be crediting the same amount in your myCPE wallet that can be used to register for another premium webinars available on our platform.
  • What if I didn’t turn up for the webinar? Will I get a refund?
    • If you didn’t turn up for the premium webinar, you won’t get your refund. However, we would be crediting the same amount in your myCPE wallet only on request. It is completely upon myCPE management discretion to credit the amount in your wallet or not.
  • I want to register for a Premium webinar but is it secure to make a payment?
    • MY-CPE LLC is PCI Compliant. 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 and are not stored by us. CLICK HERE to view our PCI compliance certificate.
  • How does Referral Credit work?
    • myCPE runs referral credit program which allows you to refer a colleague for myCPE Webinars. If the person you referred registers for a premium live webinar on our platform and attends it, you are entitled to receive $20 credit.
    • The $20 credit would be available in your myCPE wallet and can be used to register any premium webinars on myCPE platform
    • Your referral code can be found under My Account > Referral Credits in your myCPE account.
  • Why there is fluctuation in the price of a webinar?
    • Pricing for the webinar is decided by the speaker and its upon speaker discretion, when to change the price of the webinar.  
  • I have few questions regarding webinar I recently attended. How can I connect with speaker?
    • It would be difficult for the speaker to answer all the questions because of time limitations. You can always write us on support@my-cpe.com and it would be our responsibility to connect with you speaker.
  • What are the system requirements to attend a live webinar?
  • I’m not Getting reminder emails from myCPE.
    • In case you’re not receiving emails from myCPE, please check your Spam/Junk folder. If you’ve registered with your professional id, your email server could be blocking the emails. In that case, you must connect with your IT team and whitelist our domain www.my-cpe.com
  • How can I reset my password?
    • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
    • Kindly note that the password reset email link is only valid for 60 minutes from the receipt of the email. In case the time has elapsed, you will need to request a new password recovery link from the ‘Forgot Password’ link.CLICK HERE to reset your password.
  • How do I contact myCPE support?
    • Primarily, there are two ways you could contact our support team. The first one is through live chat support. You could drop a message on the chat-box on our site and the customer support executive will get in touch with you. Please note that the chat timings are 9:00 AM to 4:30 PM EST.
    • The other way to contact our support team is through email. You could send an email to support@my-cpe.com for your queries and issues.
  • How do I become a speaker on myCPE?
    • It’s one of our fundamental objectives to bridge the gap between the speakers and professionals. Although there are certain guidelines for becoming a speaker on myCPE, we welcome new speakers with open arms. Please drop us an email at allen@my-cpe.com if you’re interested in becoming a speaker on myCPE..