Anyone know how to track CPE or do you just show documentation when they ask you to renew in 2 years? MA if that matters

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I keep copies of the certificates, and then title those with the course and the number of hours. Firm might track it to, but it’s better to have copies just in case you have them all in one place (in case you switch firms or got credits externally).


Definitely good to have them yourself, thank you for the suggestion. Think I’m going to do this too

I'm surprised your firm isn't tracking it for you. BDO tracks internally delivered CPE, and will add anything external if I upload a copy of the certificate. But I also save all external CPE to a CPE (year) folder, and put the number of hours at the end of the file name. Then I just open that folder, and add up how much external CPE I have, and add the amount of internal CPE that is in my BDO transcript. (And then I panic at year-end to get more because I'm short.)


Very helpful, thank you

It’s tracked for you in Success Factors. You can check status anytime.


Thank you!


I just got my license last year so I'm not even sure how. Hopefully someone could give us an answer or direct us to some resources


Are you in the US? If so, you need to track your CPE in the NASBA CPE compliance tracker. If your state ever decides to audit your compliance this is what they will use. Firms track CPE for you for compliance reasons for their purposes but it’s up to you to track for your own compliance.

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