CFP®
Up to 6.0 Credits (Course ID# Pending).
Please list your CFP# in your registration.
CPE
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: Up to 6.0 Credits
Field of Study: Taxation
Prerequisites: CPA, or CFP®
Advance Preparation: None
(Additional CPE Information below).
Please list your CPE# in your registration.
CLE
Not offered for this program
Other CE Designations
If you need course information ahead of time to self-apply for credit, please contact cle@wealthcounsel.com (these items will also be sent with the certificate email within 6-8 weeks).
CFP® and CPE License Number(s)
This information is required to receive credit. If you have already registered, you are able to go back to your registration at any time and fill them 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, but we may need them if there are any unforeseen issues.
Credits Earned
- If you were unable to attend live, please be aware 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 CFP® and CPE attendance, reporting and agency audit.
Credits Reported
Once the attendance analysis is completed for this program, we will report CFP® credits to the CFP® Board within 30 days. CPE credits can be self-reported to your state board of accountancy
Certificates of Attendance
We will email your certificate of attendance within 6-8 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 governing agency. The certificate email will include the agenda and bios to help you self-apply to other CE organizations if needed.
Additional CPE Information:
Review Date 2/28/26
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.