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Continuing Education
Credit for Other Designations
| All Surgent McCoy Self-Study CPE, LLC courses are approved
for CPAs by the National Association of State Boards of Accountancy
(NASBA). Courses are calculated on the 50-minute hour. CPE credit
may vary in some states. Please check with your state board if you
have questions. |
Most self-study courses
on this web site and in our catalog are also approved for Chartered Life
Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Financial
Planner™ (CFP™), Enrolled Agent (EA), Certified Management Accountant
(CMA), and Certified in Financial Management (CFM).
Courses for these
designations are accepted by their respective organizations at ½ the hours
listed on this web site and our catalog.
Please note below
the course list with exceptions (if any) for each designation.
CLU:
All self-study courses are allowed except: ARRC, AWAC, AWPD, BFDM, BTBB, CASH, CCCB, CDAA, CFOG, CGCC, CULO, EPBB, FASB, FCFL, GRCT, GWSI, HBIE, INBB, IPSC, ISFR, IVMU, LLPW, MANU, NABB, NRAS, PRVH, REBB, REDZ, RRIH, SGFO, SGTR, SOXL, STRI, TAIC, TSSG, TTCR, ULTI, 2-hour courses, audit staff training courses, ethics courses, and audio courses.
ChFC:
Same as CLU
CFP™:
Same as CLU with the following additional exceptions: CGPT, EIRE, LTBO.
MBAD.
EA:
All self-study tax courses on this web site and in our catalog are approved.
CMA and CFM:
All self-study courses on this web site and in our catalog are approved.
Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com
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