Continuing education credits
Page Library
Continuing education credits
A continuing education hub for associations whose members need CPE, CE or CPD credits to keep their credentials. It explains in four steps how members earn and record credits, offers the certificate and tracking forms as downloads, lists upcoming live sessions from your calendar and shows your latest on-demand courses. The sample is written for a bookkeepers' association offering 24 free credit hours a year. Change the credit rules to match your field, choose your own downloads and course department, and the upcoming sessions come straight from your events calendar.
Member education
Earn, track and report your CPE credits
Your membership includes up to 24 hours of approved continuing education a year. Here is everything you need to earn them and prove it at renewal time.
Four steps
How credits work
One credit equals 50 minutes of qualifying instruction.
1. Choose a session
Pick a live webinar, a chapter workshop or an on-demand course. Each listing shows how many credits it carries and in which field of study.
2. Take part
Attend the whole session. Live webinars include short polling questions; on-demand courses end with a brief review quiz you must pass at 70 percent.
3. Get your certificate
Your certificate of completion is emailed within two working days and saved to your account, with the session date, credits and our sponsor number.
4. Report at renewal
Download your annual transcript from your account and submit it to your certifying body. Keep certificates for at least five years.
Downloads
Forms and records
Use these forms to claim credit for learning outside our program, or to keep your own records alongside the transcript in your account.
Outside credits are reviewed by the Education Committee within 15 working days. Email questions to hello@example.com.
CPE credit tracking log
A spreadsheet for recording every session, its date, field of study and credit hours through the year.
Outside credit claim form
Claim credit for a qualifying course taken with another provider. Attach proof of completion.
Self-study certificate request
For members who completed a printed self-study course and need a certificate issued.
Credit policy and field-of-study guide
What counts, how credits are measured and how each field of study is defined.
Register in your account
Upcoming live sessions
Live sessions are free for members and are recorded for anyone who cannot attend.
- Jan12Payroll year-end: forms and deadlines for 2027Live webinar
2 CPE credits, Taxes. 12:00pm to 1:45pm Central.
- Jan26Cleaning up a neglected set of booksNorth Shore Chapter, Evanston
3 CPE credits, Accounting. Dinner included.
- Feb9Sales tax for online sellersLive webinar
2 CPE credits, Taxes. 12:00pm to 1:45pm Central.
- Feb23Ethics for bookkeepers: confidentiality and conflictsLive webinar
2 CPE credits, Ethics. Meets the annual ethics requirement.
- Mar10Reading financial statements with clientsWest Suburban Chapter, Naperville
3 CPE credits, Accounting.
Learn at your own pace
On-demand courses
Start any course from the library and pick up where you left off.
Payroll fundamentals for small employers
Withholding, deposits and quarterly filings explained with worked examples. 4 credits.
Multi-state sales tax in practice
Nexus, registration and filing for clients who sell across state lines. 3 credits.
Moving a client to cloud accounting
A step-by-step migration plan, from data cleanup to training the client. 3 credits.
Questions about credits
What if I miss part of a live session?
Credit is given only for full attendance. Watch the recording within 30 days and pass the review quiz to earn the same credit.
Do I need to pay for any sessions?
Professional and Firm members get 24 credit hours a year included. Extra sessions and Summit workshops are offered at member prices.
Where do I find my transcript?
Sign in and open My Account, then CPE Transcript. You can download it as a PDF for any year.
Use this page
Make it yours in a few minutes
- Find it in your Control Panel. Go to Content > Page Library and search for "Continuing education credits".
- Add it to your site. Choose a title and a department. The page arrives as a draft, with its pictures copied to your site and your site's name already in place.
- Change the words and pictures. Open it in the page builder, replace the sample text and images with your own, and make it live when you are ready.