Other Continuing Education Credits

Certified Financial Planner (CFP) &

CPAs holding a CFP credential must take their continuing education from a vendor registered with the CFP Board of Standards. CFP-approved courses are identified in all of NCACPA’s promotional materials by the&icon. (Effective January 1, 2006)

Educational requirements for CFP credential holders are 30 hours of continuing education each reporting period. This means 2 hours from a CFP Board-approved program on CFP Board’s Code of Ethics and Professional Responsibility and/or Financial Planning Practice Standards; and 28 hours from one or more of the topics approved by the CFP Board. NCACPA’s Professional Ethics and Conduct seminar does not satisfy the CFP ethics requirement since it does not review the specific professional standards set by the CFP Board.

Effective January 1, 2006, CPAs holding a CFP credential must take their continuing education from a vendor registered with the CFP Board of Standards. CFP-approved courses are identified in all of NCACPA’s promotional materials by&.

Sign-in sheets will be available at all NCACPA CFP-approved seminars. To receive credit, members must sign in and provide their FP certification number. NCACPA will route these sheets to the course vendor for subsequent submission to the CFP Board. Due to the complexity of NCACPA conferences, individual conference sessions will not be submitted to the CFP Board. For a listing for all courses qualifying for CFP, credit click here.

If you have questions, please contact Robin Erbec, CFP Board of Standards, at (800) 487-1497 ext. 683, or by fax at (303) 860-7388.

For more information, visit the CFP website at www.cfp.net.

Continuing Legal Education (CLE) §

Many of NCACPA programs will qualify for continuing legal education credits. At your request, NCACPA will submit CPE programs to the North Carolina State Bar under our sponsorship agreement. Be aware, North Carolina State Bar rules require courses are submitted within 45 day of occurrence or by December 31. Taking a course in November or December? Let us know in advance and we’ll take care of the approval request. Legal professionals will be responsible for reporting, record maintenance, and associated CLE fees.

Some NCACPA programs, such as conferences, both 2- and 4-hour ethics, and Don Farmer Tax Seminars, are submitted in advance for CLE approval. Courses submitted for CLE approval are identified in all of NCACPA’s promotional materials by §.

GAGAS Requirements for Continuing Professional Education G
Members engaged in GAGAS engagements must comply with GAO “Yellow Book” continuing professional education requirements (CPE). CPAs performing GAGAS engagements must complete 80 hours of acceptable CPE every two years. Twenty-four of those hours must be in governmental accounting and auditing topics. 

Courses that satisfy the Yellow Book requirement are identified in all of NCACPA’s promotional materials by G. The vendor has identified this course as satisfying the 80-hour requirement for Yellow Book. It is up to the individual to determine if this course meets the 24-hour yellow book requirement. This is not an all-inclusive list, as the professional must determine if other courses will enhance their ability to perform GAGAS engagements. The complete CPE guidance document is available on GAO's website at http://www.gao.gov/%20govaud/ybk01.htm%20<http://www.gao.gov/%20govaud/ybk01.htm. For a listing for all courses qualifying for yellow book credit, click here.

If you have a question, please contact Michael Hrapsky, Project Manager of Financial Management and Assurance at the GAO. His phone number is (202) 512-9535. Click here for Frequently Asked Questions.

 

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