Please use the this form if your concern lies outside the list of frequently asked questions below.

Frequently Asked Questions

Following are some frequently asked questions received by our Customer Service team that may help navigate your way through our website or answer CPE-related questions. If you do not find your answer here, please contact Customer Service by using our online form (above); via Live Chat (located at the bottom-right corner of all web pages); at (800) 922-5272; or at calcpa@calcpa.org.

Website—General

Online Registration/Shopping Cart

Accessing Products

Course Information

Applying/Tracking CPE

CalCPA Membership

Website—General

Q. How do I login?

How do I locate events?

How do I search for a course?

Q. How soon can I access the website once a nonmember account is created?
A. You can register for CPE and purchase Classifieds online immediately once you create a nonmember account.

Q. How do I print a certificate of completion?
A. Go to My CPE Tracker (you will be required to login). Indicate the Date Range to search. Your Certificate will be accessible within a few days of your completed course. Click "Print" associated with the event you wish to print a certificate for.

Q. How do I access my Online Course(s)?
A. Go to My Self-Study (you will be required to login). Your PDF-based product materials and exam can be located in this area. To view your On Demand Programs, go to My Online Education (you will be required to login). Your recording and materials are accessible in this area. The final exam can be accessed at My Self-Study.

Q. How do I correct the display of the website with Internet Explorer?
A. If you are using Internet Explorer, you may notice that the website display appears choppy or that elements are not aligned properly. The awkward display is likely caused by "Compatibility View" being automatically enabled in your browser's settings. To fix the appearance of the website in Internet Explorer, open your "Tools" menu and un-check "Compatibility View." The page will reload automatically and the website display will appear as intended.

Correct Display in Internet Explorer

Online Registration/Shopping Cart

How to Register an Individual—calcpa.org/RSVP
Once you have used the filters and located a course, click “Add to Cart” associated with that event (you will be required to login, if you are not already).

  • You will have an option to “Keep Shopping” or “Checkout.” Choose Checkout.
  • If you would like to select any ADA or special dietary needs, click “Edit Registrant,” then click “Edit” shown under the Special Requests column. After choosing your options, Click “Save."
  • Click "Continue Checkout.”
  • If you own a Discount Program or have a Promo Code, apply those options here. If not, click “Continue Checkout.”
  • Provide payment information.
  • Click “Place Order."

How to Register and Order a Hardcopy Book—calcpa.org/RSVP
Once you have used the filters and located a course, click “Add to Cart” associated with that event (you will be required to login, if you are not already).

  • You will have an option to “Keep Shopping” or “Checkout.” Choose Checkout.
  • Click “Options” and check the box listed as “Materials – Hardcopy Textbook.”
  • Click “Save.” The book fee will be added to your Cart.
  • If you would like to select any ADA or special dietary needs, click “Edit Registrant,” then click “Edit” shown under the Special Requests column. After choosing your options, Click “Save."
  • Click "Continue Checkout.”
  • If you own a Discount Program or have a Promo Code, apply those options here. If not, click “Continue Checkout.”
  • Provide payment information.
  • Click “Place Order."

How to Register a Group of Co-Workers—calcpa.org/RSVP
Once you have used the filters and located a course, click “Add to Cart” associated with that event (you will be required to login, if you are not already).

  • You will have an option to “Keep Shopping” or “Checkout.” Choose Checkout.
  • Click “Edit Registrants.”
  • Click “Register Co-Worker.”
  • Begin typing co-worker name and once it appears, click on the name.
  • Click “Add.”
  • Continue adding co-worker names until all are chosen, then click “Done."
  • If you would like to select any ADA or special dietary needs, click “Edit Registrant,” then click “Edit” shown under the Special Requests column. After choosing your options, Click “Save."
  • Click "Continue Checkout.”
  • If you own a Discount Program or have a Promo Code, apply those options here. If not, click “Continue Checkout.”
  • Provide payment information.
  • Click “Place Order.”

How to Register a Guest—calcpa.org/RSVP
Once you have used the filters and located a course, click “Add to Cart” associated with that event (you will be required to login, if you are not already).

  • You will have an option to “Keep Shopping” or “Checkout.” Choose Checkout.
  • Click “Edit Registrants.”
  • Click “Add” shown under the Guest column.
    • Provide Guest information as listed, then click “Add.”
    • Once you have added all your guest names, click “Done.”
  • If you would like to select any ADA or special dietary needs, click “Edit Registrant,” then click “Edit” shown under the Special Requests column. After choosing your options, Click “Save."
  • Click "Continue Checkout.”
  • If you have a Promo Code for this event, apply it here. If not, click “Continue Checkout.”
  • Provide payment information.
  • Click “Place Order.”

How to Register a Co-Worker (excluding yourself)—calcpa.org/RSVP
Once you have used the filters and located a course, click “Add to Cart” associated with that event (you will be required to login, if you are not already).

  • You will have an option to “Keep Shopping” or “Checkout.” Choose Checkout.
  • Click “Edit Registrants.”
  • Click the black “x” associated with your name.
    • A pop-up will appear asking if you are sure you would like to remove this registration.
    • Click “Yes.”
  • Click “Register Co-Worker.”
  • Begin typing co-worker name and once it appears, click on the name.
  • Click “Add.”
  • Continue adding co-worker names until all are chosen, then click “Done"
  • If you would like to select any ADA or special dietary needs, click “Edit Registrant,” then click “Edit” shown under the Special Requests column. After choosing your options, Click “Save."
  • Click "Continue Checkout.”
  • If you own a Discount Program or have a Promo Code, apply those options here. If not, click “Continue Checkout.”
  • Provide payment information.
  • Click “Place Order.”

How to Register and Choose Sessions—calcpa.org/RSVP
Once you have used the filters and located a course, click “Add to Cart” associated with that event (you will be required to login, if you are not already).

  • You will have an option to “Keep Shopping” or “Checkout.” Choose Checkout.
  • When the event shows in your Cart, Sessions will appear for you to choose.
  • If you would like to select any ADA or special dietary needs, click “Edit Registrant,” then click “Edit” shown under the Special Requests column. After choosing your options, Click “Save."
  • Click ”Continue Checkout.”
  • If you own a Discount Program or have a Promo Code, apply those options here. If not, click "Continue Checkout."
  • Provide payment information.
  • Click “Place Order.”
To add sessions to co-workers:
  • Add your co-workers to the Cart and click “Done.”
  • Each co-worker will appear. Check the box for each co-worker and choose their sessions.
  • After choosing sessions, complete the transaction as listed above.

How to Change Your Shipping Address When Purchasing PETHSS—calcpa.org/RSVP
Once you have used the filters and located a self-study product for purchase, click “Add to Cart” (you will be required to login).

  • You will have an option to “Keep Shopping” or “Checkout.” Choose to Checkout.
  • Click "Continue Checkout.”
  • If you own a Discount Program or have a Promo Code, apply those options here. If not, click “Continue Checkout.”
  • If you choose to have your book shipped to an alternate address, click “Change” and either choose from addresses associated with your account, or enter an address in the fields provided after clicking "Use a different shipping address."
  • Choose the method you would like your book shipped. The fee will be added to your cart.
  • Provide payment information.
  • Click "Place Order."

Q. Can I add co-workers to an event I’m already registered for?
A. Yes. Add the course to your cart, and you will be notified that you are registered. Simply add co-workers from here and complete the registration.

Q. I have added courses to my cart. Will they stay in my cart if I logout?
A. Yes. Courses will remain in your cart until you have cleared your cache or remove them from your cart. They will also be removed from your cart if the event date has past.

Q. I have not logged in to CalCPA.org and added courses to my cart. How long will they remain in my cart?
A. Courses will remain in your cart if you open calcpa.org from the same browser and computer, or clear your cache when not logged in. They will also be removed from your cart if the event date has past.

Q. I am a Firm Administrator, or someone within a firm who wants to register staff for events. Can I do that online?
A. Yes. Follow the instructions: How to Register a Co-Worker (excluding yourself).

Accessing Products

Q. What is member vs. nonmember pricing?
A. Member pricing refers to membership in CalCPA, a membership organization that charges annual dues. There are many benefits to membership including reduced pricing for CPE courses from the California CPA Education Foundation.

Q. How soon can I access an online product after purchase?
A. There is a delay of up to 15 minutes before the product is accessible on the website.

Q. I own a VPE discount. When I add a course to the shopping cart, why am I being charged a fee?
A. When you reach the shopping cart, click the green link to Add/Modify Registrants. On the next screen, when you click the box to indicate you are a VPE holder, your VPE discount will be activated.

Q. How do I buy additional coupons book online?
A. This functionality is not available. Please call Member Service at (800) 922-5272, to purchase additional coupon books.

Course Information

Q. When will I receive the approval code for taking a regulatory ethics course?
A. Your approval number is listed on your certificate of completion, which will be given at the completion of the course, or you can download online at My CPE Tracker.

Q. When do I need to cancel a course to avoid a penalty?
A. We require four business days prior to the course presentation to get a full refund. For details, view our cancellation policy.

Q. How soon after an event do I get course credit?
A. Attendance records for a course are reconciled a few days after the date of presentation. Once the course is reconciled, the credits are posted.

Q. When will I know the course location?
A. The location for a course is listed three months in advance of the course date or sooner. Once the location is known, it will be posted on the website. All registrants receive e-mail confirmations prior to their course with the confirmation details.

Q. Is there a lunch break during the webcast?
A. Yes, the lunch time will be provided in the announcements on the webcast.

Applying/Tracking CPE

Q. Do I need regulatory ethics this renewal period?
A. The California Board of Accountancy is the governing agency for this determination. You can contact the CBA at (916) 561-1702 or online. You can also check your renewal notice. The reporting period for Regulatory credit is required will be indicated on the front of your renewal form.

Q. How many hours of ethics are required for renewal?
A. The California Board of Accountancy requires four hours of ethics every renewal period and two hours of regulatory ethics every six years, based on the last time you fulfilled this requirement.

Q. Can I get all of my CPE by self-study?
A. Yes, 100 percent of the CE requirements may be completed by qualifying self-study programs.

Q. How do you use online grading?
A. All tests are open-book. You have three opportunities to take the exam. After submitting your answers, you will receive your grade immediately. If you have passed the test, print your certificate of completion.

Q. Do you get the answers to the questions missed for the Professional Ethics for CPAs self-study exam through online grading?
A. Online grading provides you with your test score immediately, as well as providing feedback if you have not yet passed the test. Text references indicate areas of the material you should restudy. Per company policy we do not inform you which questions you missed on any of the tests that we make available. Please confirm that we have your correct e-mail address so necessary feedback can be sent to you.

Q. Do you automatically communicate passing PETH scores to the California Board of Accountancy?
A. We notify the CBA of passing Ethics scores every Tuesday.

Q. Why doesn't the CPE Tracker, California Board of Accountancy format form, allow government credits to be entered in the "Add a Course" section?
A. The Add a Course section of the CPE Tracker is formatted to follow the CBA reporting method. The CBA does not require government credits, so it is not reflected. Once you print your report, put a check mark in the government box to indicate that type of credit.

Q. If an eight-hour course qualifies for Accounting & Auditing and Fraud credits, can I claim both?
A. You can only claim the eight hours for the event. You can split the hours—four hours for A&A and four hours for Fraud, or claim the full eight hours for either A&A or Fraud—but not both.

CalCPA Membership

Q. What are the benefits of joining CalCPA?
A. There are a number of CalCPA membership benefits. Go to www.calcpa.org/join for more information.

Q. How do I join CalCPA?
A. Complete an online application.

Q. How do I change my membership type?
A. You can change your membership type by sending a request to membershiptype@calcpa.org. Please include: Member ID, name, current member type, member type you wish to change to.

Q. How do I renew my membership online?