CLE:
At least 5.5, including 1.0 Ethics
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: CO, ID, FL, GA, IL, KS, NC, NV, OR, SC, TN, VA, WA, WY
Other states to be determined as registrations warrant - please check back for updates.
Please note: The supplemental Practical Applications Lab program the following day (9/24) is not CLE eligible.
CFP:
Pending: At least 5.5 credits (National CFP Board)
CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: At least 5.5
Field of Study: Taxation, Ethics
Prerequisites: JD, CPA, or CFP
Advance Preparation: None
Review Date: TBD
WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.
In order to be awarded the full credit hours, you must be present during the entire program. For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.
