CFP®
1.0 Credits (Course ID# Pending).  
Please list your CFP ID# in your registration.  

CPE
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 Credits
Field of Study: Taxation
Prerequisites: JD, CPA, or CFP
Advance Preparation: None
(Additional CPE Information below)
Please list your CPE ID# in your registration.  

CLE
Not offered for this program.

Other CE Designations
If you need course information ahead of time to apply for other types of CE credit, please contact cle@wealthcounsel.com. (These items will also be sent with the certificate email in 8 weeks.)

CFP and CPE ID 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 log-in times; however, if there are any unforeseen issues, we may contact you.

Credits Earned

  • If you were unable to attend the live presentation, please be aware that 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.
  • Advisors Forum WealthCounsel Members can view select program recordings for CFP credit through our Member Website (webinar recordings are uploaded within two weeks after live showing). CPE credit is not available for On Demand recordings.
  • 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 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.

Certificates of Attendance 
We will email your certificate of attendance 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 for other CE organizations if needed. 

Additional CPE Information
Review Date 1/7/26

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.