PICPA seminars and conferences may offer specialized credits. Please review the course description
to determine if a course qualifies for any specialized credits.
CLE – Continuing Legal Education ($50 per day processing fee)
The PICPA Foundation is an approved provider of CLE in Pennsylvania (CLE Provider #545). Most PICPA courses qualify for 6.5-Substantive CLE credits per day.
CFP – Certified Financial Planner PICPA is an approved CFP sponsor. To view the complete list of CFP sponsors, visit www.cfp.net. The major developers of PICPA courses (including AICPA and Surgent McCoy) will preregister their courses with the CFP Board. PICPA will register other programs such as the Personal Financial Planning Conference. PICPA course descriptions will identify courses that qualify for CFP. When you attend a PICPA course to fulfill CFP renewal requirements, you will be asked to provide your name and CFP certificate number. We will submit that information to the course developer who will then submit it to the CFP Board for acceptance. For details about CFP certification renewal requirements, visit www.cfp.net.
CFE – Certified Fraud Examiner
PICPA courses are accepted by the Association of Certified Fraud Examiners (ACFE) for CPE credit when the course falls within one of the following fields of study:
- Fraud Examination
- Accounting and Auditing
- Specialized Knowledge and Applications
EA – Enrolled Agents
PICPA is an approved provider of continuing professional education for individuals enrolled to practice before the Internal Revenue Service (Enrolled Agents-Sponsor #597). Programs that qualify are those that enhance the professional knowledge of an enrolled agent in federal taxation or federal tax related matters. It is the responsibility of the course registrant to make this determination. One eight-hour course equals eight credits for an enrolled agent. E-mail the PICPA to request EA credit reporting.
CLU – Chartered Life Underwriter
ChFC – Chartered Financial Consultant
CFM – Certified Financial Manager
CMA – Certified Management Accountant
Pennsylvania Insurance Licensee ($10 processing fee)