CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Combo Package for CPA,CFP & PFS

30 CPE

Package Credit Details

  • 3 Credits
  • 27 Credits

PACKAGE DESCRIPTION

What is a Combo Package ?
Many Professionals have multiple Qualifications and they have to take multiple credits for meeting their continuing education requirement for each of the titles. Now, with myCPE combo package you can take your continuing education credits just in one go. You don’t have to take multiple courses for each of your titles separately. myCPE is approved by NASBA (Sponsor id: 143597) and Certified Financial Planner Board (Approval id: 8061) and hence authorized to provide continuing education certificates.

What does this combo package include ?
If you are a CPA, CFP and PFS professional, then this package helps you in meeting your continuing education requirements for all the titles. This 30 hours package includes the courses with their below mentioned subject break up:

CPA
  • Finance - 3
  • Taxes - 27
CFP
  • Estate Planning - 10
  • Investment Planning - 5
  • Tax Planning - 8
  • Retirement Savings & Income Planning - 7

PFS
  • Personal Financial Planning Process - 8
  • Estate Planning - 10
  • Investment Planning - 5
  • Retirement and Financial Independence Planning - 7
   
This package meets triplet requirements for the professionals who are CPA,CFP and PFS.

You will get separate certificates for CPA,CFP and PFS titles for these courses to meet your continuing education requirements.

By subscribing to this package, CPAs, CFPs and PFSs can fulfill their CPE/CE/CPD requirements in the subject area of Finance and Taxes.

SELFSTUDY WEBINARS

Course Title Credits Qualifying Subject Area Type
CRITICAL IMPACT OF THE SECURE & CARES ACTS ON YOUR CLIENTS RETIREMENT AND ESTATE PLANS (LATEST 2021) 1 Retirement Savings & Income Planning Retirement Savings & Income Planning Retirement Savings & Income Planning Self-Study (Video)
QUALIFIED RETIREMENT PLAN UPDATES & OPPORTUNITIES – WHAT OPPORTUNITIES ARE AVAILABLE FOR THE 2020- 2021 TAX YEARS? 1 Retirement Savings & Income Planning Retirement Savings & Income Planning Retirement Savings & Income Planning Self-Study (Video)
PLANNING FOR YOUR CLIENT'S INCAPACITY AND NEW YORK’S NEW POWER OF ATTORNEY 1 Retirement Savings & Income Planning Retirement Savings & Income Planning Retirement Savings & Income Planning Self-Study (Video)
PPP AND ERC: MAXIMIZE YOUR MONEY 1 Investment Planning Investment Planning Investment Planning Self-Study (Video)
ANNUITY BASIC WITH LATEST UPDATES 1 Tax Planning Tax Planning Tax Planning Self-Study (Video)
BEYOND THE NUMBERS: UNDERSTANDING THE IMPORTANT GIFT, ESTATE, AND INCOME TAX ELECTIONS 2 Estate Planning Estate Planning Estate Planning Self-Study (Video)
THE COMPLETE DISCONNECT BETWEEN ECONOMICS-BASED AND CONVENTIONAL FINANCIAL PLANNING 2 Tax Planning Tax Planning Tax Planning Self-Study (Video)
SAVVY SOCIAL SECURITY PLANNING: ALL YOU NEED TO KNOW ABOUT SOCIAL SECURITY CLAIMING STRATEGIES 1 Investment Planning Investment Planning Investment Planning Self-Study (Video)
COMING SOON: MARKET BUBBLES BURST AND INFLATION ESCALATES 1 Investment Planning Investment Planning Investment Planning Self-Study (Video)
WHAT TO DO WHEN AN INVESTMENT STRATEGY PERFORMS POORLY 1 Investment Planning Investment Planning Investment Planning Self-Study (Video)
MANAGE YOUR TAX BILL FOR 2020 AND BEYOND! 1 Tax Planning Tax Planning Tax Planning Self-Study (Video)
THE INCREDIBLE SHRINKING ALPHA 1 Investment Planning Investment Planning Investment Planning Self-Study (Video)
THE AMERICAN RESCUE PLAN ACT OF 2021: THINGS TO KNOW BEFORE FILING THE NEXT RETURN 1 Tax Planning Tax Planning Tax Planning Self-Study (Video)
4 PILLARS TO AN ABUNDANT RETIREMENT 1 Retirement Savings & Income Planning Retirement Savings & Income Planning Retirement Savings & Income Planning Self-Study (Video)
TAX DEFERRED EXCHANGES UNDER I.R.C. §1033 1 Retirement Savings & Income Planning Retirement Savings & Income Planning Retirement Savings & Income Planning Self-Study (Video)
LEGAL AND FINANCIAL STRATEGIES FOR LEGACY PLANNING 1.5 Tax Planning Tax Planning Tax Planning Self-Study (Video)
LEGAL AND FINANCIAL TAX PLANNING STRATEGIES 1.5 Tax Planning Tax Planning Tax Planning Self-Study (Video)
THE EFFICACY AND APPLICATION OF 30 COMMON TRUSTS 2 Retirement Savings & Income Planning Retirement Savings & Income Planning Retirement Savings & Income Planning Self-Study (Video)
ESTATE PLANNING FOR IRAS PAYABLE TO TRUSTS AFTER THE SECURE ACT 2 Estate Planning Estate Planning Estate Planning Self-Study (Video)
FUNDAMENTALS OF INCOME TAXATION OF TRUSTS & FORM 1041 PLANNING: WHAT EVERY ADVISORS NEEDS TO KNOW 2 Estate Planning Estate Planning Estate Planning Self-Study (Video)
TACTICAL AND STRATEGIC ROTH CONVERSIONS IN 2020 AFTER THE SECURE ACT (LATEST UPDATE) 2 Estate Planning Estate Planning Estate Planning Self-Study (Video)
CPAS AND FINANCIAL PLANNERS MUST KNOW THIS ABOUT TRUSTS AND ESTATES 2 Estate Planning Estate Planning Estate Planning Self-Study (Video)

CPE REQUIREMENTS FOR CPAs/CFPs/PFSs

  • REPORTING PERIOD :
    • CPAs - CPAs are required to report their CPE credits annually. However, each state has prescribed a different reporting cycle.
    • CFPs and PFSs - Reporting period starts from January 1st to December 31st annually.
  • CE REQUIREMENTS
    • CPAs - There are generally 40 CPE Requirements. However, each state determines its own CPE requirements for their Certified Public Accountant license.
    • CFPs - CFP professionals are required to complete 30 hours of continuing education (CE) each reporting period by covering one or more of the CFP Board’s principal knowledge of topics.
    • PFSs - PFS professionals are required to complete 20 hours of continuing professional development (CPD) within their credential body of knowledge annually.
  • 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.
    • CFPs - 2 hours of CFP board approved ethics course is required
    • PFSs - None
NOTES :
Information given by us on CPE/CE/CPD Requirements / Subject Requirements are based on information sourced from reliable sources. However, these requirements keep on updating. For the latest and updated CPE/CE/CPD requirements, please visit the respective website here: NASBA | CFP | PFS

FAQs

Yes, this combo package would meet 30 CPE requirements for CPAs, CFPs and PFSs.

Each course is created by a qualified and experienced instructor(s). myCPE Packages includes self-study courses. Most of the courses are in the form of On-demand Videos. However, there are some courses which 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, 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 24x7 and study at your own pace.

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

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

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. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a 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 individual certificate from your "Account" as well as from this page once you complete a particular courses. 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. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the webinar and answered 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 register 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 a 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."