Submit continuing professional education (CPE) credits to NASBA's National Registry of CPE Sponsors reporting system

domain: nasba.org · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Register as a CPE sponsor through NASBA's National Registry at https://www.nasbaregistry.org/; obtain a sponsor ID and credentials for the reporting system
  2. Understand NASBA's CPE standards: credits are measured in 50-minute contact hours; group-live, group-internet-based, self-study, and blended delivery methods each have specific field of study coding requirements per the NASBA/AICPA Statement on Standards for CPE Programs
  3. For each course offering, submit course data including: course title, delivery method, field of study (from NASBA's 24 approved fields), program level (Basic, Intermediate, Advanced, etc.), CPE credits, and prerequisites
  4. When a CPA completes a course, provide the learner with a Certificate of Completion showing sponsor ID, course title, delivery method, field of study, CPE credits, and completion date for self-reporting to state boards
  5. Report rosters of completions to your state board of accountancy if the board requires sponsor reporting (board requirements vary by state); some states require periodic bulk submission of licensee completion data
  6. Maintain course records for a minimum of 5 years per NASBA standards; state board audits may request completion records going back multiple renewal periods

Known gotchas

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