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CPE FAQs & Policies
You can access your CPE certificate directly from your account by visiting the “My CPE” portal on COCPA.org.
Step-by-step instructions:
How to Navigate My Learning & CPE
How to Access Your CPE Certificate
See below to access quick references and tools regarding Colorado's regulations for the CPA profession.
How many hours of CPE do I need in order to keep my certificate active according to the Colorado State Board of Accountancy? ⓘ
What are COCPA’s CPE requirements for members? ⓘ
Where can I stay when visiting the COCPA office? ⓘ
There are several area hotels near the COCPA office. They are listed on our Contact page.
May I register at the course site on the day of the class? ⓘ
Yes! Register online for any event up to it's start time. Event walk-ins are also welcome if space and materials are available.
Can I get CPE credit for attending college courses? ⓘ
Yes. You must provide a transcript for documentation of coursework completed.
How do I get my class or conference approved for CPE credit? ⓘ
Both the licensee and the CPE provider must be in compliance with the Rules of the State Board of Accountancy Rules and the NASBA/AICPA CPE Standards for the activity to be accepted as meeting the CPE requirements.
The Board does not pre-approve courses or providers. The certificate holder must contact the CPE Provider to determine if the CPE meets the NASBA/AICPA Standards.
Acceptable subjects for CPE courses are defined in the NASBA CPE Fields of Study.
I am teaching a course. Do I get CPE credit, and if so, how much? ⓘ
Instructors, discussion leaders, and speakers who present a learning activity for the first time may receive CPE credit for actual preparation time up to two times the number of CPE hours they teach. For example, for an eight-hour course, instructors may receive up to 24 CPE credits (16 for preparation plus eight for presentation). Requirements for speaking on a panel are being revised as of May 2022, see the State Board of Accountany Rules to find out how to claim credit.
For repeat presentations, CPE credit can be claimed only if it can be demonstrated that the learning activity content was substantially changed, and such change required significant additional study or research. Refer to the Colorado State Board of Accountancy Rules for documentation requirements to claim credit.
Please note: no more than 50% of your CPE requirement can be fulfilled by teaching or writing.
How does COCPA handle CPE event registration transfers or requests for refunds? ⓘ
Cancellation or transfer requests made six (6) business days or more prior to the program: no fee assessed.
Cancellation or transfer requests made two (2) to five (5) business days prior to the program: $25 fee assessed.
Cancellation or transfer requests made one business day prior to the program: $50 fee assessed.
Day of program or no notice of cancellation: 100%course fee assessed.
If you transfer from an in-class course to a webcast, the above policies apply. To cancel or transfer a course, please contact the Member Services Department at 303-773-2877 or 800-523-9082.
Can I take all my CPE in one year? ⓘ
Each reporting period requires 80 hours of CPE. It does not matter when in the reporting period you take it. All 80 hours may be completed in a single year.
There is no per-quarter CPE requirement for any CPA, including newly-licensed CPAs. For newly licensed CPAs, the number of quarters between your license date and reporting period end date determines how much CPE you must complete before the reporting period ends (10 CPE credits for each quarter that remains). Those credits can be taken at any time in the reporting period.
How many self-study hours can I take to meet the CPE requirements? ⓘ
There is no limit on the amount of Self-Study CPE hours earned in a reporting year.
What are the record-retention and documentation requirements for writing and teaching CPE programs? ⓘ
Please see the State Board of Accountancy's Rules on CPE Credit and Records Documentation and Retention for details.
I am a member of another state society but not a COCPA member. Can I get the COCPA member discount? ⓘ
Yes. As a one-time courtesy, you can receive the member discount. Call the Member Services Department at 303-773-2877 or 800-523-9082.
How do I request that specific courses be offered in my part of the state? ⓘ
Contact Tiffany Carson at tiffany@cocpa.org or 303-741-8621.
The COCPA is committed to providing you with the highest standards of service. There may be an occasion when we do not meet your expectations.
If that happens, please contact Rebecca Campbell, Chief Operating Officer and Chief Learning Officer, at rebecca@cocpa.org or 303-741-8618. She will respond within 24 hours and provide a resolution as soon as possible. We appreciate your participation in our programs and look forward to providing the excellent customer service that we strive to give.
To learn more about CPE policies contact Rebecca Campbell, CAE, Chief Operating Officer and Chief Learning Officer: rebecca@cocpa.org | 303-741-8618.