CLE:
5.0 General Credits

States Pre-Approved: AR, CA (EP Legal Spec), FL, ME, MO, NJ, NV, NY, OH, OK, PA, TX, UT, VT

States Pending Approval: GA, IL, KS, NC, TN

States Eligible to Claim Credit with Certificate: AK, AZ, CT, MT, ND, NH

Self-Apply: If you do not see your state listed, please self-apply. Should you need information to do so, please contact cle@wealthcounsel.com.

CFP:
Not offered for this program

CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 6.0
Field of Study: Taxation
Prerequisites: JD, CPA, or CFP
Advance Preparation: None

Review Date: 3/27/2024

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.

Please note: The supplemental Practical Applications Lab program is not CLE eligible.

Verification Codes: Please take note of the verification codes given during the program and save them. You do not need to send them to us unless we ask for them. We can see your attendance and login times; however, if there are any unforeseen state bar or WealthCounsel attendance or technical issues, you may be asked for it.

Credits Reported: Once attendance analysis is verified and completed, we will report credits to those states that are approved and that we are required to (GA, IL, KS, NV, OH, OK, PA, TN, TX, UT).  All others are self reporting states.

Credits Awarded: In order to be awarded the FULL amount of credit hours, you must be present during the entire program.  Credit will NOT be awarded for recordings viewed through the Event Hub.

Certificates of Completion: 

We will email your CLE certificate of completion approximately 4-6 weeks after the event. You do not need to send them back to us, however please keep them in your files on your computer desktop or elsewhere in case you are asked for it by your state bar or governing agency.  It will also include the Agenda and Bios to help you self-apply in states that are not approved for CLE.