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.
What if I need to cancel a registration? How does COCPA handle CPE event registration transfers or requests for refunds? ⓘ
Our cancellation policy is designed to ensure we can continue delivering high-quality events and experiences, while also honoring the time and resources of our speakers, vendors, and event team who help bring these programs to life in service to our members.
Cancellation Policy for In-Person Events:
Cancellations made up to 7 business days prior to the event are eligible for a 100% refund to the credit card used for registration, or the registration may be transferred to the webcast version of the same event (if offered).
Cancellations made 2–6 business days prior to the event are eligible for a 50% refund to the credit card used for registration, or the registration may be transferred to the webcast version of the same event (if offered) for a $50 transfer fee, which will be automatically charged to the credit card on file.
Cancellations made within 24 hours of the event are not eligible for a refund, as significant resources have already been dedicated to event production at this stage. The registration may be transferred to the webcast version of the same event (if offered) for a $50 transfer fee, which will be automatically charged to the credit card on file.
No refunds will be issued for no-shows. No shows are not eligible for a refund or credit toward future events.
Cancellation Policy for Virtual Events and Webinars:
Cancellations made up to 7 business days prior to the event are eligible for a 100% refund to the credit card used for registration.
Cancellations made 2–6 business days prior to the event are eligible for a 50% refund to the credit card used for registration.
Cancellations made within 24 hours of the event or no-shows are not eligible for a refund or credit toward future events.
We appreciate your understanding and cooperation. Your commitment to this policy enables us to continue providing engaging and valuable programming for our members and community.
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.
Are COCPA courses eligible for IRS Credit? ⓘ
If you need IRS credit, please contact COCPA Member Services Representative Pamela Galey-Coleman at (303) 741-8616, at least two weeks prior to the course date, to request such course(s) be submitted for approval. The courses listed in the COCPA catalog are not pre-approved for IRS credit. We are unable to apply for approval after the course has occurred.
Are COCPA courses eligible for CFP Credit? ⓘ
Some courses may be eligible for CFP Credit. While COCPA does not apply for CFP course approval, you can apply directly through the CFP Board after you have attended the course.
Programs not registered with the CFP Board may be reported online by the CFP®️ professional for consideration. A $60 non-refundable reporting fee is required for each non-registered course that a CFP®️ professional submits for review. Non-registered CE course reviews will be completed within 3-5 business days of submissions. Once the CFP Board approves the course for CFP Credit, the COCPA will gladly reimburse the fee.
Please contact COCPA Member Services Representative Pamela Galey-Coleman at (303) 741-8616 for reimbursement or additional questions.
NOTE: This policy does not apply for any third-party webinars or on-demand programs listed on our website.
For more information on CFP CPE Requirements, please visit CFP Board’s Continuing Education Requirements page.
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? ⓘ
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.
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 access the most current version of 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 Lindsay Moore, Director of Operations, at lindsay@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 COCPA Member Service Team: info@cocpa.org | 303-773-2877.