Certified Financial Planner (CFP) Credit
If you would like CFP credit for qualified sessions, please provide us with your information in the CFP Credit Request Survey. The survey will open on November 14, 2023, and must be completed by November 23, 2023, to meet the reporting deadline provided by the CFP Board.

***NOTE: You must complete session evaluations for all CFP-eligible sessions before completing the survey. CFP credit will not be granted for any eligible session that was not evaluated.

You may also locate sessions pre-approved for CFP by using the Tag filter on the agenda.

Questions should be directed to aicpacfpadministrator@aicpa.org

Enrolled Agent (EA) Credits

If you would like EA credit for qualified sessions, please provide us with your information in the EA Credit Application Request. The survey will open on November 14, 2023, and must be completed by December 13, 2023, to meet the reporting deadline.

***NOTE: You must complete session evaluations for all EA-eligible sessions before completing the survey. EA credit will not be granted for any eligible session that was not evaluated.

You may also locate sessions pre-approved for EA Credit by using the Tag filter on the agenda.

Questions should be directed to aicpacompliance@aicpa.org.