How It Works

How It Works

Earn your CPE in four simple steps

  1. 1. Find your courses. Use the requirement calculator or the free Compliance Manager to see exactly what your state and credential type need, then browse our catalog of 540+ courses by NASBA field of study.
  2. 2. Learn at your own pace. Every course is 100% online and self-paced. Read the course material on any device — desktop, tablet, or phone — and start and stop whenever you like.
  3. 3. Pass a short quiz. Each course ends with a 10-question assessment. You need 70% to pass and you get unlimited attempts, so there’s no pressure.
  4. 4. Get your certificate instantly. The moment you pass, your CPE credits are recorded and your certificate of completion is available. Your hours also flow into your Compliance Manager and your one-click Board Audit File.

Why professionals choose CPE Options

Instead of hunting for hours across multiple sites, you get one place to understand your requirement, choose the right courses, complete them quickly, and keep audit-ready records. Firms can manage their whole team from a single dashboard.

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