CLE
5.0 General Credits
States Pre-Approved: CA, FL, MO, NJ, NV, NY, OH, OK, PA, TX, UT, VT
States Pending Approval: GA, IL, KS, ME, NC, TN
States Eligible to Claim Credit with Certificate: AK, AZ, CT, HI, MT, ND, NH
Please list your licensed state(s) and corresponding ID number in your registration.
CFP®
5.0 Credit (Course ID# Pending)
Please list your CPE# in your registration.
CPE
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 6.0 Credits
Field of Study: Taxation
Prerequisites: JD, CPA, or CFP
Advance Preparation: None
(Additional CPE Information below).
Please list your CPE# in your registration.
Other CE Designations
If you need course information ahead of time to apply for credit, please contact cle@wealthcounsel.com (these items will be sent with the certificate email within 8 weeks also).
Self-Applying for Approval (CLE)
If your state is not listed, please self-apply. Agendas and bios will be sent with the certificate of attendance to help you with this process. Should you need this information sooner, please contact cle@wealthcounsel.com. Before you begin, please contact your state bar for updated information on how to self-apply in your jurisdiction(s).
CLE, CFP, and CPE License Number(s)
This information is required to receive credit. If you have already registered, you can go back to your registration at any time and fill it in.
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 issues, you may be asked for them.
Credits Earned
- If you are unable to attend live, please be aware CLE, CFP, or CPE credit(s) will NOT be awarded to members or guests for viewing any recordings that are supplied afterward through the Event Hub of this program.
- To receive full credit, you must be present during the entire live program.
- For accurate records, each employee in an organization must register individually for CLE, CFP, and CPE attendance, reporting, and audit.
Credits Reported
Once the attendance analysis is completed for this program, we will report CLE credits within 8 weeks to the following required states: GA, IL, KS, ME, NC, NV, OH, OK, PA, TN, TX, UT. All other states approved for CLE are self-reporting states. We will also report CFP credits to the CFP Board within 14–30 days. CPE credits can be self-reported.
Certificates of Attendance
We will email your certificate of attendance within 8 weeks after the program. Please do not send them back to us. Please keep them in your files in case you are asked for them by your state bar or governing agency. The certificate will include the agenda and bios to help you self-apply in states that are not approved for CLE (or other CE organizations where needed).
Additional CPE Information
Review Date: 4/2/2026
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.
For any concerns, please contact Member Services at memberservices@wealthcounsel.com or (888) 659-4069