CE Requirements

Nano learning delivers CPE in ten-minute bites. Here is how it works, how credit is awarded, and whether your board accepts it.

Maintaining your CERTIFIED FINANCIAL PLANNER™ certification means meeting the CFP Board’s continuing education (CE) requirements on a steady two-year rhythm. The rules are simpler than the multi-year, SSN-staggered schedules that tax professionals navigate, but there are still details worth getting right—especially the dedicated ethics requirement. This guide explains the 2026 CFP CE requirements: the 30-hour…

Earning CPE is only half the job — you have to track and document it. Here is how to report CPE correctly and be ready if your board asks for proof.

Completing your CPE hours is only half the job—you also have to complete them within the right window and report them by the right date. CPA CPE reporting periods and renewal deadlines are set by each state Board of Accountancy, and they vary just as much as the hour requirements do. Missing a deadline can…

If you hold an Enrolled Agent (EA) credential, staying current on your continuing professional education (CPE) is not optional—it is what keeps your license to represent taxpayers before the IRS active. This guide breaks down the 2026 Enrolled Agent CPE requirements in plain language: how many hours you need, the annual minimums, the ethics rule,…

Missing a CPE deadline is stressful but usually fixable. Here is what typically happens — and how to get back into good standing.

The Annual Filing Season Program (AFSP) is the IRS’s voluntary program for tax return preparers who are not attorneys, CPAs, or Enrolled Agents but still want to demonstrate competence—and keep limited rights to represent their clients. Earning the AFSP Record of Completion each year takes planning, because the hours reset on December 31 and the…

Earned more CPE than you needed? Some boards let you carry hours forward — but the rules vary widely. Here is how carryover works.