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   Home > CPE Requirements > Designation Information Saturday, October 25, 2014 | Status: Not Logged In   

Click on your specific designation for information:

Enrolled AgentLTC/LTPsCFPCertified Management Accountant
Accredited Tax Advisor/PreparerCertified Internal Auditors
CTEC: California Registered Tax Return PreparersRTRP: Registered Tax Return Preparers

If you have any questions regarding your CPE requirements, please call PES at 1-800-990-2731.

EAlogo

Are you an Enrolled Agent (EA)?
Do PES courses qualify for EAs? YES!!

PES courses that are registered with the IRS as approved programs will qualify for EA continuing education.

PES sponsor approval code:
Old Code: #451 - was effective through 6/30/2012
New Code: #ZX34G - now effective through 12/31/2014

IRSapproved

Information For Referrals:
Internal Revenue Service
IRS Continuing Education
6501 Red Hook Plaza, Ste 201
St Thomas VI 00802
Phone: 1-855-296-3150 Ext 3 for CE questions
Website: www.irs.gov/taxpros/ce
Email: opr@irs.gov

SPECIAL NOTE:

With the new EA sponsor approval program, each individual course that qualifies for EA CPE must be registered with the IRS and will have a specific approval number. Approval numbers will be listed on the course description and the completion certificate. Courses that are registered with the IRS as approved programs will qualify for EA continuing education. All courses listed on the Enrolled Agent Approved CPE page currently have been registered and have a corresponding approval number. Any new courses that are applicable for EA CPE will be added as they are developed.

SPECIAL NOTE REGARDING CPE REPORTING FOR EAs:

Beginning in 2012 CPE sponsors were required to report the continuing education completed by EAs. Reporting is required to be done on a quarterly basis (except in December when it is required to be reported within 10 business days).

The purpose of the reporting it to eventually use it to renew an EA's license as well as the EA's PTIN number - however as of this date, they have not integrated their systems to do this. In order to report continuing education credits:

  • 1) The course needs to be from the list of approved CE courses for Enrolled Agents (link above) and;
  • 2) The PTIN number must be provided by the client BEFORE CE is submitted for credit.

CPE REGULATIONS AND RENEWAL INFORMATION:

Applications for renewal will be required to be submitted between November 1 and January 31st of every third year (based on the last digit of your Social Security Number). At that time you will need to report the following CPE requirements:

  • a minimum of 72 hours of continuing education credit must be completed during each three year period (known as an enrollment cycle) - the three calendar years immediately preceding the renewal deadline
  • a minimum of 16 hours of continuing education credits, including 2 hours of ethics or professional conduct, must be completed in each calendar year of the enrollment cycle

The current renewal cycles are listed below based by the last digit of your social security number:

  • 0, 1, 2 or 3: the next renewal submission is between November 1, 2015 and January 31, 2016 and they will report CPE for the calendar years 2013, 2014, 2015
  • 4, 5, or 6: the next renewal submission is between November 1, 2013 and January 31, 2014 and they will report CPE for the calendar years 2011, 2012, 2013
  • 7, 8, or 9: the next renewal submission is between November 1, 2014 and January 31, 2015 and they will report CPE for the calendar years 2012, 2013, 2014

ETHICS REQUIREMENT:

  • 2 hours of ethics each calendar year.
  • Definition of acceptable ethics courses: the ethics course should be designed for the tax professional and cover ethical issues that arise in a tax practice.
  • Course #4525: Ethics and Professional Responsibility for Enrolled Agents was written specifically for EAs; however the general ethics courses #4035 and #4200 are also registered and approved for EA Ethics.

ACCEPTABLE AREAS OF STUDY:

To qualify: ".... designed to enhance the professional knowledge of an individual in Federal taxation or Federal tax related matters, i.e. programs comprised of current subject matter in Federal taxation or Federal tax related matters to include accounting, tax preparation software and taxation or ethics."

The courses listed on the Enrolled Agent Approved CPE page currently qualify for Enrolled Agents cpe.

PLEASE NOTE: In our general catalog specific categories of courses and or specific courses will state: not available for EAs. (e.g. Management Advisory Services, Business and Industry, Computer Applications)

LICENSE TERM AND EXPIRATION:

Triennially - expiration is dependent on staggered renewal dates based on the last digit in the licensee's social security number.

Enrollment periods are for a term of three years with the effective dates being April 1, of the year they renew to March 31st, three years later. For example April 1st, 2013 to March 31st, 2016. For such a period, the individual would get their renewal form between November 1, 2015 and January 31, 2016 and have to show CPE for the years 2013, 2014, and 2015. Any questions, please call PES or refer to the IRS website listed at the top of this page.

CPE DUE BY:

CPE must be completed on a calendar year basis.

SELF STUDY CREDIT HOURS:

PES credits are granted based on the AICPA and NASBA statement of standards of one credit for every 50-minutes of study time. The IRS recognizes the same credit calculation for Enrolled Agents.

MAXIMUM ALLOWABLE SELF STUDY CREDITS: 100%

If you have any questions regarding your CPE requirements, please call PES at 1-800-990-2731 or the Director of Practice. Updated 7/1/2013.

(PLEASE NOTE: Since licensing regulations are constantly changing, the information contained here is deemed reliable however it is not guaranteed. We encourage you to contact the Director of Practice to answer any questions and confirm or clarify any requirements listed here.)

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LTC
LTP

Are you a Licensed Tax Consultant (LTCs) or Licensed Tax Preparer (LTPs)?
Do PES courses qualify for LTCs and LTPs? YES!!

Information For Referrals:
State Board of Tax Practitioners
3218 Pringle Rd SE, Ste. 120
Salem OR 97302
Phone: (503) 378-4034
CPE Contact: Jane Billings
Website: www.oregon.gov

SPONSORSHIP APPROVAL:

Per the Board: Acceptable continuing education is that which contributes directly to the expertise of the individual in the preparation of income tax returns, and is presented by a sponsor who meets the requirements of all Rules. Correspondence and self-study courses must be Board approved if not already approved by California Tax Education Council (CTEC), Internal Revenue Service (IRS), National Association of State Boards of Accountancy (NASBA), or courses by such other sponsors as may be approved by the Board.

Professional Education Services, LP is a member of the NASBA/NASBA QAS Registry and registered as a sponsor on the IRS website. PES offers courses to meet the needs of LTCs / LTPs and Tax Examiners per the Oregon Board of Tax Practitioners rules and regulations.

All courses listed on the Taxation CPE and Financial and Estate CPE listing pages are acceptable.

In addition, Quicken and QuickBooks courses listed on the Computer Applications CPE page are acceptable.

LICENSE RENEWAL INFORMATION:

  • 30 credits during the 12 months prior to each license year.

LICENSE TERM AND EXPIRATION:

  • Tax preparer licenses expire annually September 30th
  • Tax consultant licenses expire annually May 31st

CPE DUE BY:

  • On renewal date

SELF STUDY CREDIT HOURS:

The website reflects the number of credits granted for the course per the AICPA and NASBA (National Association of State Boards of Accountancy) statement of standards. CPE credit measurement is based on the guidelines of one credit for every 50 minutes.

ACCEPTABLE AREAS OF STUDY:

Board rules indicate: acceptable continuing education is that which contributes directly to the expertise of the individual in preparation of income tax returns, and is presented by a sponsor who meets the requirement of all Rules. It is the obligation of each licensee to select a course of study which will contribute to his or her competence in the preparation of income tax returns. The following general subjects matters are acceptable: taxation; practitioner ethics; accounting and payroll theory directly related to taxation; estate, tax or investment planning; computer technology; and others, if the licensee can demonstrate a direct relationship to the preparation of a client's income tax returns.

If you have any questions regarding your LTC CPE requirements, please call PES at 1-800-990-2731 or the State Board of Practitioners. Updated 8/19/2013.

(PLEASE NOTE: Since licensing regulations are constantly changing, the information contained here is deemed reliable however it is not guaranteed. We encourage you to contact the Director of Practice to answer any questions and confirm or clarify any requirements listed here.)

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CFPlogo

Are you a Certified Financial Planner (CFP)?
Do PES courses qualify for CFPs? YES!!

Board Information For Referrals:

Certified Financial Planner Board of Standards
1425 K St, NW, Ste 500
Washington, DC 20005
Phone: 800-487-1497
Fax: 202-379-2121
Website: www.cfp.net
Email: CESponsor@CFPBoard.org

LICENSE RENEWAL INFORMATION:

  • 30 hours of CPE every 2 years.
  • A minimum of 2 of the 30 hours needs to be a pre-approved CFP Board's Code of Ethics and/or Practice Standards Course. The remaining 28 hours can be from any course that falls into the board's acceptable areas of study.
  • PLEASE NOTE: The CFP Board had proposed changes to the CPE requirements and regulations in 2012 - however, as of March 2013 no changes have been formally approved or implemented. We will advise our CFP clients of any changes once they are adopted and put into effect.

LICENSE TERM AND EXPIRATION:

  • Biennially - based on birth month/year

SELF STUDY CREDIT HOURS:

PLEASE NOTE/IMPORTANT INFORMATION: CFP regulations require 10 final exam questions for each credit. Therefore, since NASBA / AICPA standards only require 5 questions per credit, PES courses will be worth 1/2 the amount of listed credit for CFPs. The full course credit may be used and reported for your CPA or EA designation (if you have that), however, only 1/2 will be reported for your CFP license. If you have any questions, please call customer service at 800-990-2731.

SPONSORSHIP APPROVAL:

Certificants must take continuing education from a sponsor registered specifically with the CFP Board. Programs from a non-registered CE sponsor will not be accepted for credit by the CFP Board. Professional Education Services, LP is a registered sponsor with the CFP Board. PES courses listed on the Certified Financial Planner Approved CPE page are currently listed as "approved" for CFP continuing education. You can confirm that PES is listed on the Board's site and review our approved program by going to www.CFP.net and clicking on the continuing education sponsor link.

ACCEPTABLE TOPICS OF STUDY:

Financial Planning Process, Risk Management, General Principles, Investment Vehicles, Insurance Policies and Strategies, Investment Theory and Strategies, Tax Planning Considerations, Government Plans, Tax Computations, Retirement Plans and Strategies, Tax Planning Strategies, Employee Benefits, Estate Planning Benefits and Strategies.

UNACCEPTABLE TOPICS OF STUDY:

Subject content pertaining to public accounting, computer hardware and software, marketing, practice management, sales, or specific company or product presentations, and informal discussion groups are not accepted.

CPE DUE BY:

  • Last day of the CFP certificant's renewal month

If you have any questions regarding your CPE requirements, please call PES at 1-800-990-2731 or the Director of Practice. Updated 8/19/2013.

(PLEASE NOTE: Since licensing regulations are constantly changing, the information contained here is deemed reliable however it is not guaranteed. We encourage you to contact the Director of Practice to answer any questions and confirm or clarify any requirements listed here.)

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IMAlogo

CMAlogo


Are you a Certified Management Accountant?
Do PES courses qualify for CMAs? YES!!

Regulation states: "the subjects should be related to the topics covered on the CMA examination and/or to an individual's job responsibilities. Subjects which may qualify are: all aspects of accounting, business applications of mathematics and statistics, computer science, economics, finance, management, production, marketing, business law, and behavioral sciences." Programs presented by organizations which are registered with NASBA meet the requirements of continuing education for CMAs and CFMs. PES is registered with NASBA and has issued credits for CMAs without any problems.

Board Information For Referrals:
Institute of Certified Management Accountants
10 Paragon Drive
Montvale, NJ 07645-1760
Phone: 800-638-4427
Fax: 201-573-8438
Website: www.imanet.org

LICENSE RENEWAL INFORMATION:

  • 30 hours of CPE every year. Including 2 hours of ethics.

CPE DUE BY:

  • Same as license.

SELF STUDY CREDIT HOURS:

The website reflects the number of credits granted for the course per the AICPA and NASBA (National Association of State Boards of Accountancy) statement of standards. CPE credit measurement is based on the guidelines of one credit for every 50 minutes.

If you have any questions regarding your CPE requirements, please call PES at 1-800-990-2731. Updated 2/1/2012.

(PLEASE NOTE: Since licensing regulations are constantly changing, the information contained here is deemed reliable however it is not guaranteed. We encourage you to contact the Director of Practice to answer any questions and confirm or clarify any requirements listed here.)

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ACAlogo

Are you an Accredited Tax Advisor (ATA) or Accredited Tax Preparer (ATP)?
Do PES courses qualify for ATAs and ATPs? YES!!

CPE programs given by sponsors who are registered with NASBA as a CPE sponsor are acceptable. PES is registered with NASBA and have issued credits for ATAs and ATPs without any problems.

Board Information For Referrals:
Accreditation Council for Accountancy and Taxation
1010 North Fairfax Street
Alexandria, VA 22314-1574
Phone: 888-289-7763 x 1343
Fax: 703-549-2512
Website: www.acatcredentials.org

LICENSE RENEWAL INFORMATION:

The number of hours you need to earn depends on both the credential(s) you hold and your practitioner status as explained below.

Accredited Business Accountant/Advisor (ABA):

  • 120 CPE units each three-year cycle
  • 24 hours minimum in accounting and related subjects (such as finance, business management, computer science, or business law); AND 24 hours minimum in taxation; AND 4 hours in ethics. (If this credential is combined with the ECS, a minimum of 24 hours must be in eldercare subjects.

Accredited Tax Advisor (ATA):

  • 90 CPE units each three-year cycle
  • 86 hours in taxation or related subjects such as accounting, finance, computer science, business law or subjects that relate to your particular area of practice or employment. Four hours must be in ethics.

Accredited Tax Preparer (ATP):

  • 72 CPEs each three-year cycle
  • 68 hours in taxation or related subjects such as accounting, finance, computer science, business law, or subjects that relate to your particular area of practice or employment. Four hours must be in ethics.

Accredited Retirement Advisor (ARA):

  • 72 CPEs each three-year cycle
  • 24 hours in eldercare issues such as retirements, Social Security, Medicare, long-term care, trusts and estates. The remaining hours can be in accounting, finance, computer science, business law or subjects that relate to your particular area of practice or employment. Four hours must be in ethics.

If You Hold Multiple Credentials:

If you hold more than one credential, you need to meet the CPE requirements of the "higher" credential... not the CPE requirements of both. For example, if you hold both the ABA and the ATP you need only demonstrate 120 hours in CPE units, not 210.

LICENSE AND CPE RENEWAL REPORTING PERIODS:

  • Triennially
  • The next expiration date is 6/30/2014.
  • Current CPE cycle: July 1, 2011 - June 30, 2014.

SELF STUDY CREDIT HOURS:

The website reflects the number of credits granted for the course per the AICPA and NASBA (National Association of State Boards of Accountancy) statement of standards. CPE credit measurement is based on the guidelines of one credit for every 50 minutes.

If you have any questions regarding your CPE requirements, please call PES at 1-800-990-2731. Updated 2/1/2012.

(PLEASE NOTE: Since licensing regulations are constantly changing, the information contained here is deemed reliable however it is not guaranteed. We encourage you to contact the Director of Practice to answer any questions and confirm or clarify any requirements listed here.)

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IIAlogo

Are you an Certified Internal Auditor?
Do PES courses qualify for CIAs? YES!!

Regulation states: "overriding considering in determining whether a specific program is acceptable is that it shall be a formal program of learning which contributes directly to the professional competence of a CIA."

Board Information For Referrals:
The Institute of Internal Auditors
247 Maitland Ave
Altamonte Springs, FL 32701-4201
Phone: (407) 937-1100
Website: http://www.theiia.org

LICENSE RENEWAL INFORMATION:

  • Practicing CIAs: 40 hours per year.

    PLEASE NOTE - Effective 1/1/2012: Changes to the reporting period, CPE requirements and the reporting process were implemented.

LICENSE TERM AND EXPIRATION:

ACCEPTABLE AREAS OF STUDY:

Auditing/accounting, management and communication, computer science, mathematics, statistics, and quantitative applications in business, economics, business law, specific business topics such as finance, production, marketing and personnel, specialized industry areas such as government, banking, utilities, or oil and gas.

Activities other than those listed may be deemed acceptable if the CIA can demonstrate that they contribute to his professional competence.

CPE DUE BY:

Reported by 12/31 (Visit http://www.theiia.org to review 2012 reporting as 2012 is a transition year.)

SELF STUDY CREDIT HOURS:

The website reflects the number of credits granted for the course per the AICPA and NASBA (National Association of State Boards of Accountancy) statement of standards. CPE credit measurement is based on the guidelines of one credit for every 50 minutes.

If you have any questions regarding your CPE requirements, please call PES at 1-800-990-2731. Updated 2/1/2012.

(PLEASE NOTE: Since licensing regulations are constantly changing, the information contained here is deemed reliable however it is not guaranteed. We encourage you to contact the Director of Practice to answer any questions and confirm or clarify any requirements listed here.)

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Are you a CTEC Member?


CTEC courses are offered ONLY through our website at: www.taxpreparersCE.com - courses offered on the mypescpe.com website do not qualify for CTEC members.

LICENSE RENEWAL INFORMATION:
Visit www.taxpreparersCE.com for more details.

If you have any questions regarding your CPE requirements, please call PES at 1-800-990-2731. Updated 8/19/2013.

(PLEASE NOTE: Since licensing regulations are constantly changing, the information contained here is deemed reliable however it is not guaranteed. We encourage you to contact the Director of Practice to answer any questions and confirm or clarify any requirements listed here.)

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Are you a Registered Tax Return Preparer?


Registered Tax Return Preparer CE courses are offered ONLY through our website at: www.taxpreparersCE.com - courses offered on the mypescpe.com website do not qualify for CTEC members.

LICENSE RENEWAL INFORMATION:
Visit www.taxpreparersCE.com for more details.

If you have any questions regarding your CPE requirements, please call PES at 1-800-990-2731. Updated 8/19/2013.

(PLEASE NOTE: Since licensing regulations are constantly changing, the information contained here is deemed reliable however it is not guaranteed. We encourage you to contact the Director of Practice to answer any questions and confirm or clarify any requirements listed here.)

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