Ethics

Nearly every state Board of Accountancy requires CPAs to complete ethics continuing professional education (CPE) as a condition of license renewal. What varies—often dramatically—is how much ethics CPE you need, how often you need it, and whether your state will accept a general professional ethics course or insists on a state-specific, board-approved program. This guide…

Nearly every credential requires ethics CPE — but the amount, frequency, and content differ. Here is how ethics requirements compare.

Enrolled Agents (EAs) are federally authorized tax practitioners, and their continuing education is set by the IRS—not by any single state. Part of that requirement is ethics: every EA must complete 2 hours of ethics or professional conduct every year. This guide explains where that rule comes from, how it fits into the broader EA…

If you hold more than one credential—or advise clients who do—you quickly discover that “professional ethics” doesn’t mean the same thing everywhere. A CPA, an Enrolled Agent, and a CFP® professional each answer to a different ethics framework, and each must complete ethics continuing education that fits their credential. This overview explains the three main…