MYCPE ONE

Practical AI Applications for Tax Professionals

AI-Powered Tax Research & Compliance

certificate
4190

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5/5(3.9K+ Reviews)
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Published on June, 2026
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Multiple

Qualifications 

8.5

Credits

8.5 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

Artificial intelligence is rapidly reshaping how tax professionals conduct research, analyze regulations, improve workflows, and deliver advisory services. As AI tools become more accessible, tax practitioners must understand how to use them effectively while addressing concerns related to accuracy, compliance, governance, and professional responsibility. 

The training program, “Practical AI Applications for Tax Professionals”, focuses on practical applications of AI within modern tax practice. It covers prompt engineering techniques, AI-assisted tax research, tax planning applications, compliance considerations, AI governance principles, ethical AI usage, and emerging trends affecting tax, audit, and global business environments. Participants will gain practical insights into leveraging AI tools to improve efficiency while maintaining professional standards. 

By focusing on real-world tax scenarios, this training helps professionals strengthen AI literacy, improve research and analysis capabilities, and integrate AI tools into tax workflows more effectively.

Get Deeper Understanding of:
  • AI prompt engineering and effective prompting techniques
  • Using AI for tax law and regulatory research
  • AI applications in tax compliance and advisory services
  • Ethical AI governance and risk management considerations
  • Improving efficiency through AI-assisted workflows
  • Emerging AI trends affecting tax and business strategy
Recommended For:
  • This program is designed for CPAs, Enrolled Agents (EA), tax professionals, tax advisors, and professionals interested in applying AI within tax and compliance environments.
  • It is particularly relevant for professionals working with tax research, tax planning, compliance reviews, advisory services, regulatory analysis, and workflow optimization. Those seeking to improve efficiency while maintaining professional judgment and compliance standards will find this training directly aligned with their responsibilities.
  • It is also suitable for professionals looking to strengthen AI knowledge, improve research capabilities, and better understand how AI technologies are influencing the future of tax practice.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Courses

AI Prompt Engineering MasterclassChatGPT for IRS and CRA Tax Law ResearchAI in Taxes: Innovations, Challenges, and OpportunitiesAI in Tax & Audit: Efficiency Meets ComplianceTax Planning and Legislation Update with AI Tools OverviewBuilding Trustworthy AI: Strategies for Ethical AI GovernanceAI, Tariffs, M&A, and Tax Moves Reshaping Global Business
Course Title Time Credits Learning Format
2 Hours
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 2 CPD Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 2 CPD Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
On Demand (video)
  • Design structured prompts to improve outcomes.
  • Apply persona-driven prompting techniques.
  • Evaluate AI-generated insights for risk and bias.
2 Hours
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 2 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 2 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
On Demand (video)
  • Explain IRS and CRA tax concepts using AI-assisted techniques.
  • Analyze tax positions using structured frameworks for defensibility.
  • Evaluate AI outputs for accuracy, bias, and verification needs.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02002-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02002-24-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01401) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02002-24-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02002-24-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02002-24-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02002-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02002-24-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01401) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02002-24-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02002-24-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02002-24-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Explore the basics of popular AI technology currently in use.
  • Identify how AI is currently in use by state and local tax departments and tax practitioners.
  • Recognize the risks and rewards of using AI in the tax field.
1 Hour
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 1 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 1 CPD Eligible
Information Technology for Certified Internal Auditors (CIA) 1 CPE Eligible
Information Technology for Certified Fraud Examiner (CFE) 1 CPE Eligible
Information Technology for Certified Management Accountants (CMA) 1 CPE Eligible
Information Systems Implementation for Certified Information Systems Auditor (CISA) 1 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 1 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Information Technology and Security for Certified in Risk and Information System Control (CRISC) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 1 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 1 CPD Eligible
Information Technology for Certified Internal Auditors (CIA) 1 CPE Eligible
Information Technology for Certified Fraud Examiner (CFE) 1 CPE Eligible
Information Technology for Certified Management Accountants (CMA) 1 CPE Eligible
Information Systems Implementation for Certified Information Systems Auditor (CISA) 1 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 1 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Information Technology and Security for Certified in Risk and Information System Control (CRISC) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Identify AI use cases that enhance efficiency in tax and audit.
  • Analyze strategies to minimize hallucinations, bias, and data leakage risks.
  • Explain how structured guardrails support responsible AI adoption in firms.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02927-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02927-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02409) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02927-25-S) 1 CE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02927-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02927-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02927-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02927-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02409) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02927-25-S) 1 CE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02927-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02927-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Analyze key federal tax changes for 2025 and beyond.
  • Understand the implications of the Corporate Transparency Act.
  • Explore how AI tools are shaping the future of tax planning.
1 Hour
License details Credits Status
Behavioral Ethics for Certified Public Accountants (CPA-US) 1 CPE Approved
Professional and ethical behavior for Chartered Professional Accountant in Canada 1 CPD Eligible
Ethics and Professionalism for Certified Internal Auditors (CIA) 1 CPE Eligible
Ethical Practice in Business for Certified Fraud Examiner (CFE) 1 CPE Eligible
Behavioral Ethics for Certification in Risk Management Assurance (CRMA) 1 CPE Eligible
Ethics and independence for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Certified Information Technology Professionals (CITP) 1 CPD Eligible
Behavioral Ethics for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Behavioral Ethics for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Behavioral Ethics for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Behavioral Ethics for Certified Public Accountants (CPA-US) 1 CPE Approved
Professional and ethical behavior for Chartered Professional Accountant in Canada 1 CPD Eligible
Ethics and Professionalism for Certified Internal Auditors (CIA) 1 CPE Eligible
Ethical Practice in Business for Certified Fraud Examiner (CFE) 1 CPE Eligible
Behavioral Ethics for Certification in Risk Management Assurance (CRMA) 1 CPE Eligible
Ethics and independence for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Certified Information Technology Professionals (CITP) 1 CPD Eligible
Behavioral Ethics for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Behavioral Ethics for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Behavioral Ethics for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Identify how to develop ethical AI policies and guidelines effectively.
  • Explore the significance of AI ethics committees in organizational governance.
  • Review monitoring and auditing techniques for trustworthy AI systems.
0.5 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Taxes for Personal Financial Specialist (PFS) 0.5 CPD Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 0.5 CPE Approved
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 0.5 CPE Approved
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 0.5 CPE Approved
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Taxes for Personal Financial Specialist (PFS) 0.5 CPD Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 0.5 CPE Approved
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 0.5 CPE Approved
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 0.5 CPE Approved
On Demand (video)
  • Discuss timing rules for transferred lawsuit claims and taxation impacts.
  • Analyze tariff shocks on Swiss exports, VAT receipts, and GDP.
  • Explore M&A risks, valuation mechanics, and integration headwinds for Kenvue.

* Disclaimer: Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Instructors

Garrett Wasny

Garrett Wasny

Account Executive, BUSINESS & INT’L TRADE EDITORIAL

Garrett Wasny, MA, CMC, CITP/FIBP, is an artificial intelligence skills advisor to accountants worldwide and Director of the forthcoming AI Accounting Future Forum. This groundbreaking platform is set to revolutionize how accounting professionals engage with artificial intelligence. A former Price Waterhouse management consultant, Garrett has authored 60+ ebooks, delivered thousands of seminars and webinars to elite accounting enterprises around the globe, and developed dozens of AI apps on accounting technology, tax and ethics topics. 

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Top Tax Speaker | Jason Dinesen

Jason Dinesen

President, Dinesen Tax & Accounting, P.C.

Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Dinesen brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. Dinesen is a regular CPE Presenter at MYCPE ONE. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics. Jason has developed a strong following within the professional community for tax-related subjects. Dinesen is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community.

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Jorge Carrillo

Jorge Carrillo

Carrillo s.r.o

Jorge Carrillo, PhD, is a recognised expert with over 20 years of experience helping international organisations elevate their cybersecurity and data protection strategies. Having specialised in data protection and information security, Jorge has successfully led high-impact projects across Europe, focusing on privacy, governance, and compliance. He leverages his extensive experience to provide expert advice on the ethical use of AI, ensuring that technological advancements comply with privacy regulations and adhere to the highest ethical standards. As a mentor, lecturer, and speaker, Jorge shares his cutting-edge insights on privacy engineering and Artificial Intelligence at leading conferences, seminars, and universities. His extensive knowledge and captivating presentation style have established him as a respected figure in the field.

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Nicole Johnson

Nicole Johnson

Partner, Blank Rome

Nicole works with clients to resolve state and local tax controversies at the audit, administrative, and judicial levels and advises clients on state and local tax law in transactional matters. She represents clients on matters that implicate virtually every category of taxes, including corporate income and franchise taxes, gross receipts taxes, gaming taxes, sales and use taxes, and transaction taxes.

She frequently delivers lectures on state and local tax matters and has presented at several organizations, including the Council On State Taxation, Tax Executives Institute, Energy Tax Association, Ohio Tax Conference, and California Tax Policy Conference. In 2022, Nicole was appointed to the Paul J. Hartman State and Local Tax Forum Advisory Board, She was also appointed to the New York Tax Appeals Tribunal Advisory Panel in 2018. Nicole regularly provides expert insights and commentary to the annual Bloomberg Tax Survey of State Tax Departments.

Prior to joining Blank Rome, Nicole was a partner at a leading Am Law 100 firm and served as a local state and local tax manager at one of the big four accounting firms. In 2006, she served as a law clerk for the Honorable Michael B. Thornton,

U.S. Tax Court.

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Walter Williams

Walter Williams

VCISO, Forgepath

Walter Williams is a leading information security executive with over 20 years of experience, currently serving as Virtual CISO for Forgepath. He is the author of "Creating an Information Security Program from Scratch" (2021) and "Security for Service Oriented Architecture" (2014), and is recognized for building and leading global security and compliance programs at companies like Monotype and Lattice Engines. Walter has architected security strategies that drive significant risk reduction, guide organizations to achieve major certifications such as ISO 27001 and PCI DSS, and integrate AI innovation into information security practices.


He actively shapes the industry by presenting at RSA Conference, SecureWorld, and other major events, participating in program committees, and holding memberships in ISSA, OWASP, and CSA. With certifications including CISSP, SSCP, and CPT, Walter combines a deep technical skillset with a pragmatic, business-focused approach. He is a frequently published author and speaker, highly regarded for operationalizing security to drive growth and resilience while supporting compliance, M&A, and incident response for leading firms.

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Warren Bergstein

Warren Bergstein

Account Executive, Adelman Katz & Mond LLP

More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams.  He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily

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Frequently Asked Questions

This program covers AI prompt engineering, AI-assisted tax research, tax planning applications, compliance considerations, AI governance, ethical AI practices, workflow optimization, and emerging AI trends affecting tax and advisory services. It focuses on practical applications of AI within professional tax environments.

This program helps professionals strengthen AI literacy, improve tax research efficiency, enhance analytical capabilities, and better understand the opportunities and risks associated with AI adoption. It provides practical guidance for integrating AI tools into modern tax workflows while maintaining compliance and professional standards.

The Practical Training Programs is created by qualified and experienced instructors. MYCPE ONE’s Practical Training Programs includes self-study courses, most of which are delivered as on-demand videos. These self-study video courses may be recordings of live presentations converted into on-demand format.

You can complete the Programs at your own pace. There is no limit on the number of exam attempts, so if you do not pass on the first attempt, you may retake the exam without any restrictions.

After completing each Programs within this Practical Training Programs , you can download a certificate showing the course title and number of hours completed. Certificates and study records are stored for life and can be accessed at any time. These certificates serve as valid proof of continuing education credits and may also be used as an additional designation.

Once registered, you will have full access to all courses included in the Practical Training Programs . The self-study format allows you to access materials online 24/7 and study at your own pace.

As per NASBA guidelines, you have one year from the date of purchase to complete each self-study course. After completing the course, you may take the final exam at any time and receive CPE credit instantly. The exam can be retaken multiple times at no additional cost.

Each Programs requires a minimum passing score of 70% on the final exam. Multiple attempts are allowed.

Our video player tracks and stores your watch time, which is displayed in the progress bar. Do not fast forward or manually move the progress bar, as the system will not capture your watch time if you do so. You may pause and resume the video at any time, and playback will continue from where you left off.
To complete a self-study course, you must:
1. Watch the entire video (100% completion).
2. Answer all review questions correctly. Review questions are located at the bottom of the same page as the video.
3. Once the video and review questions are completed, the Final Quiz will unlock. You must score at least 70% to earn CPE credit. Multiple attempts are allowed.
4. After completing the Review and Final Quiz, you can download your certificate from the “My Certificates” section. Ensure that multiple file downloads are enabled in your browser.
5. Certificates can be downloaded individually from your account or as a consolidated certificate from the package page.


A self-study course is a recorded video. If the course is a recording of a live session, polling questions may appear on the screen. You do not need to answer these polling questions. Do not fast forward the video, as doing so may prevent the system from tracking your watch time, requiring you to rewatch the video.
To unlock the final quiz, you must complete the entire video and answer all review questions correctly. Once unlocked, you must score at least 70% on the final quiz to qualify for credit. Multiple attempts are allowed for both review and final quiz questions.
If the issue persists, please email support@my-cpe.com or contact our support team via live chat.

The evaluation form is sent within 24 hours after you pass the final quiz with a minimum score of 70%. The evaluation form is available only to attendees who remained logged in until the end of the course and answered all polling questions.

MY-CPE LLC is PCI-compliant. MYCPE ONE uses Stripe, a secure payment gateway that meets PCI-DSS compliance standards, ensuring all payment details are protected through SSL encryption. Once you have registered for a package and completed payment, refunds are not provided unless you are unable to access the courses.