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Credit
Information

CPE

For in-person attendees: To earn CPE credit, your registration badge will need to be scanned upon entry to each of your sessions. To access your CPE transcript, please log in to aicpaconferences.com, select "Review Event" under 'AICPA & CIMA ENGAGE', then select "Evaluations and CPE Transcript" on the left to take evaluations for the sessions you attended. When you're finished taking the evaluations, click "Print Transcript" at the top of the page to download a PDF to submit to your state reporting authority.

For online attendees: Your participation in each session is tracked through interactive participation markers. You are required to be actively participating in the session and complete a minimum of 75% of the alertness checks in order to earn credit for the session. To access your CPE transcript, please log in to aicpaconferences.com, select "Review Event" under 'AICPA & CIMA ENGAGE', then select "Evaluations and CPE Transcript" on the left to take evaluations for the sessions you attended. When you're finished taking the evaluations, click "Print Transcript" at the top of the page to download a PDF to submit to your state reporting authority.

PLEASE NOTE: Each state board has its own CPE requirements. If you have questions about acceptance of CPE credit, please check with the state board with which you are licensed.

Certified Financial Planner (CFP) Credit

If you would like CFP credit for qualified sessions from AICPA & CIMA ENGAGE 2024, please provide us with your information in the CFP Credit Request Survey (link to be provided by May 20).

**NOTE: You must complete session evaluations through aicpaconferences.com for all CFP-eligible sessions before completing the survey. CFP credit will not be granted for any eligible session that was not evaluated. Surveys must be completed by June 17, 2024, in order for the AICPA to have adequate time to submit to the appropriate providers. Questions should be directed to aicpacfpadministrator@aicpa.org.

A list of approved CFP credit sessions will be posted by May 20 or by searching the agenda for sessions tagged “CFP”.

Enrolled Agent (EA) Credits

If you would like EA credit for qualified sessions from AICPA & CIMA ENGAGE 2024, please provide us with your information in the EA Credit Application Request Application (link to be provided by May 20).

**NOTE: You must complete session evaluations through aicpaconferences.com for all EA-eligible sessions before completing the survey. CFP credit will not be granted for any eligible session that was not evaluated. Surveys must be completed by July 5, 2024, in order for the AICPA to have adequate time to submit to the appropriate providers. Questions should be directed to aicpacompliance@aicpa.org.

A list of approved EA credit sessions will be posted by May 20 or by searching the agenda for sessions tagged “EA”.

Yellow Book Credits

Auditors must use professional judgment when determining what subjects and/or sessions qualify for Yellow Book CPE in accordance with the Government Accountability Office, Government Auditing Standards, July 2018 Revision (GAO-18-568G), Chapter 4: Competence and Continuing Professional Education.

Investments & Wealth Institute Credits

A few weeks out from the event, more information will be posted regarding CE credits that the Investments & Wealth Institute® have accepted towards the CIMA®, CPWA®, CIMC®, and RMA® certifications for AICPA & CIMA ENGAGE 2024. Please check back after the conclusion of the event to obtain The Program ID# and reporting instructions.

Continuing Legal Education (CLE)

For CLE credits, file via self-reporting. A timed agenda and speaker bios document to supplement your application will be uploaded by May 20. If you require further information on CLE credits, please contact credit@aicpa.org.