Guidelines to Follow When Entering Your CPE Courses

Technical or Non-technical Classification

A licensee will determine if a course should be classified as technical or non-technical based on the benefit of the course to the licensee's current area of employment. A licensee can not claim more than 50% of the total CPE credit hours required as non-technical in a three-year reporting period.
 

Registered or Non-Registered Sponsor
All CPE courses completed, except as provided by Board rule, must be taken from a sponsor registered by the Board and/or the National Association of State Boards of Accountancy (NASBA). Sponsors registered by the Board can be selected from a list as the course is submitted. Licensees can not claim more than 50% of their credit hours from a non-registered sponsor in a three-year reporting period. If the course was taken from a non-registered sponsor, the licensee must submit the form Claiming Continuing Professional Education Credits From a Non-Registered Sponsor to the Board.
 
 Method of Instruction
Licensees must select a method of instruction for each course submitted. The following limitations should be noted. In a reporting period a licensee:
  • Up to 10 credits in any one reporting period may have "Author" as the method.
  • Up to 20 credits in any one reporting period may have "Instructor" as the method.
  • No more than 50% of the total CPE credits required in a three-year reporting period can have "Nano Program" as the method.
  • No more than 50% of the total credits required in a three-year reporting period can be from the successful completion of certificate programs, such as a Certified Financial Planner, Certified Internal Auditor, Certified Fraud Examiner, other related financial certifications, and/or related financial security licenses.