CLE:
1.0 Ethics Credits
States Pre-Approved: CA, FL, 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, HI, MT, ND, NH
Please list your Licensed State(s) and corresponding ID# in your registration
CFP®:
1.0 Credits (Course ID# Pending).
Please list your CFP# in your registration.
CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 Credits
Field of Study: Ethics
Prerequisites: JD, CPA, or CFP
Advance Preparation: None
(Additional CPE Information below).
Please list your CPE# in your registration.
Self-Applying for Approval
If you do not see your state, or other CE organizations listed as approved, 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 always contact your state bar or other CE organization for updated information on how to self-apply in your jurisdiction(s).
ID and License Number(s)
This information is required to receive credit. When prompted during your registration for this course, please list your license number(s), along with the corresponding state abbreviation(s) for CLE credit, as well as listing ID#s for CFP and CPE credit. If you have already registered, you are able to go back to your registration at any time and fill them in.
Verification Code(s)
Please take note of the verification code given during the program. You do not need to send them back to us. Please keep the code(s) in your files in case you are asked for them by WealthCounsel, state bars, or other governing agencies.
CLE Credits
- If you were 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 CLE credit, you must be present during the entire live program.
- For accurate records, each employee in an organization must register individually for attendance credit, reporting, and audit.
Credits Reported
Once the attendance analysis is completed for this program, we will report credits within 8 weeks to the following required states: GA, IL, KS, NC, NV, OH, OK, PA, TN, TX, UT. All other states approved for CLE are self-reporting states. We will also report CFP credits. For CPE credits, you must self-report to your state board of accountancy.
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 email will include the agenda and bios to help you self-apply in states that are not approved for CLE or other CE organizations.
Additional CPE Information:
Review Date 3/12/26
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.