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Credits

CPE

For in-person attendees: To earn CPE credit, your registration badge will need to be scanned upon entry to each of your sessions. To access your CPE transcript, please log in to aicpaconferences.com, select "Review Event" under 'AICPA & CIMA ENGAGE', then select "Evaluations and CPE Transcript" on the left to take evaluations for the sessions you attended. When you're finished taking the evaluations, click "Print Transcript" at the top of the page to download a PDF to submit to your state reporting authority.

For online attendees: Your participation in each session is tracked through interactive participation markers. You are required to be actively participating in the session and complete a minimum of 75% of the alertness checks in order to earn credit for the session. To access your CPE transcript, please log in to aicpaconferences.com, select "Review Event" under 'AICPA & CIMA ENGAGE', then select "Evaluations and CPE Transcript" on the left to take evaluations for the sessions you attended. When you're finished taking the evaluations, click "Print Transcript" at the top of the page to download a PDF to submit to your state reporting authority.

PLEASE NOTE: Each state board has its own CPE requirements. If you have questions about acceptance of CPE credit, please check with the state board with which you are licensed.

Certified Financial Planner (CFP) Credit

If you would like CFP credit for qualified sessions taking place between June 9-12, 2025, please follow the instructions outlined here (document to be provided by May 20, 2025).

**NOTE: You must complete session evaluations through aicpaconferences.com for all CFP-eligible sessions before providing your CFP Board ID number. CFP credit will not be granted for any eligible session that was not evaluated. All information must be submitted by Monday, June 23, 2025, to meet the reporting deadline. Questions should be directed to aicpacfpadministrator@aicpa.org.

Please click here (document to be provided by May 20, 2025) to download the list of sessions pre-approved for CFP credit. You may also search the agenda for sessions tagged “CFP”.

Enrolled Agent (EA) Credits

If you would like EA credit for qualified sessions taking place between June 9-12, 2025, please follow the instructions outlined here (document to be provided by May 20, 2025).

**NOTE: You must complete session evaluations through aicpaconferences.com for all EA-eligible sessions before providing your PTIN. EA credit will not be granted for any eligible session that was not evaluated. All information must be submitted by Monday, June 23, 2025, to meet the reporting deadline. Questions should be directed to aicpacompliance@aicpa.org.

Please click here (document to be provided by May 20, 2025) to download the list of sessions pre-approved for EA credit. You may also search the agenda for sessions tagged “EA”.

Yellow Book Credits

Auditors must use professional judgment when determining what subjects and/or sessions qualify for Yellow Book CPE in accordance with the Government Accountability Office, Government Auditing Standards, July 2018 Revision (GAO-18-568G), Chapter 4: Competence and Continuing Professional Education.

Investments & Wealth Institute Credits

To self-report credits through the Investments & Wealth Institute please login to your Online Dashboard and follow the steps below:

  • Once logged in, select the yellow “Report CE” button on the dashboard homepage.
  • On the next page, select the yellow “Add Course” button.
  • Use the “Self Report Course” option to add CE to your record. All sessions reported will be subject to a $5 per credit hour reporting fee.
  • Follow the remaining prompts to add the desired courses to your record. Be sure to go all the way through the attestation. Courses will instantly be viewable on your CE record once completed.

Questions should be directed to customercare@i-w.org.

Continuing Legal Education (CLE)

For CLE credits, file via self-reporting. Please refer to this document for information on self-reporting your credits by state. Please click here (document to be provided by May 20, 2025) to download a timed agenda and speaker bios to supplement your application. If you require further information on CLE credits, please contact credit@aicpa.org.