Types of Credit Available

CPE

To obtain CPE credit, your registration badge will need to be scanned on entry to each of your sessions. To access your CPE transcript, please log in to www.aicpaconferences.com, select the ‘AICPA ENGAGE 2021 Conference’, and access your session evaluations. When you’re done, click on ‘CPE transcript’ on the left-hand side of the page. You can use this transcript to submit to your state reporting authority. We also have a mobile-friendly way to claim CPE credit right from the conference app. PLEASE NOTE: Each state has different requirements for CPE — please check the NASBA website for up-to-date requirements.

CFP

If you would like CFP credit for qualified sessions taking place between July 26-29, 2021, please provide us with your information in the CFP Credit Request Survey. You will need to attach a transcript showing all sessions you attended to receive credit. Surveys must be completed by September 9, 2021, in order for the AICPA to have adequate time to submit to the appropriate providers. Questions should be directed to aicpacfpadministrator@aicpa.org.

Alternatively, you can self-report credit at any time after the conference has concluded. If you would prefer to self-report, or if the date above has passed, please use this guide and the list of pre-approved sessions for this conference.

Enrolled Agent (EA) Credits

If you would like EA credit for qualified sessions taking place between July 26-29, 2021, please provide us with your information in the EA Credit Application Request. YYou will need to attach a transcript showing all sessions you attended to receive credit. Surveys must be completed by August 28, 2021, 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 can be found here or by searching for sessions tagged with EA in the agenda.

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

The Investments & Wealth Institute® has accepted AICPA & CIMA ENGAGE 2021 for 23.5 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. Please use this link to obtain instructions and the program code in order to self-report credit.

Continuing Legal Education (CLE)

For CLE credits, file via self-reporting. Please refer to this document for information on self-reporting your credits by state. Please check back to this site after the conference has ended for a timed agenda and speaker bios to supplement your application. If you require further information on CLE credits, please contact credit@aicpa.org.