CLE: 4.50 General
States Pre-Approved: AR, CA (Renewal Pending), MO, NJ, NV, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: CO, FL, GA, ID, IL, IN, KS, NC OR, 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 is not CLE eligible.
CFP:
Pending: 4.50 credits (National CFP Board)
CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 4.50
Field of Study: Taxation
Prerequisites: JD, CPA, or CFP
Advance Preparation: None
Review Date: 10/12/22
SPECIAL NOTE: In order to be awarded the full credit hours, you must be present during the entire program. If you view the program as part of a group under one person's login, you are still REQUIRED to register individually and must notify us with a list of your attendees who viewed as a group. Each person in the group must also send us the verification codes presented during the program to cle@wealthcounsel.com to prove attendance.
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. Note: we do not offer CPE to CPAs in individual states, only through NASBA.
For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.
