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Before Your CPE Deadline: How to Choose the Right CPE Provider (2026)

  • Imtiaz Munshi, CPA
Published on: Dec 18, 2025 153

The CPA continuing education requirements show dramatic differences across states. Alabama CPAs must earn 40 credits each fiscal year, while Illinois CPAs just need 120 hours every three years.

Keeping track of these different CPA CPE requirements and earning CPE credits quickly can be challenging. This piece will help you complete your continuing education on time, whatever state you practice in.

You'll find straightforward strategies to track your progress, select the right courses, and avoid the year-end rush that many accountants face. Let's work together to make your 2026 CPE compliance stress-free!

Understand Your State’s CPA CPE Requirements

You need to understand your state's CPE requirements to complete them on time. Your license depends on proper compliance, so take time to get a full picture of your specific obligations.

Check your state board's credit hour rules

CPAs must verify their state's specific requirements. Most states need 40-80 hours each year, though some use biennial or triennial reporting periods. Requirements often change, so you should check your state board website yearly. State boards now provide online portals where you can track your progress and see upcoming deadlines.

Know the ethics and subject-specific mandates

Ethics requirements vary by a lot across jurisdictions. Some states need as little as 2 hours per reporting period, while others need 6 or more. Many states also specify minimum hours in particular subject areas:

  • Accounting and Auditing: Often 8-24 hours per period
  • Tax: Frequently required for those in tax practice
  • Specialized Industry Knowledge: Required in certain states for specific practices

You need to identify which subjects count toward which categories in your state. Even if you complete enough total hours, missing a specific category requirement could lead to non-compliance.

Avoid non-qualifying topics like fitness or language

Not all continuing education counts as CPE credit. State boards typically reject courses in:

  • Personal development unrelated to professional competence
  • Simple computer skills or software training
  • General business topics without accounting application
  • Self-study programs without final examinations
  • Courses from non-approved providers

Make sure your time counts toward your requirement by verifying that providers are NASBA registered or state-approved. Keep detailed records of all completed courses, including certificates that show approval numbers and subject categories.

Note that completing your CPE credits before deadline becomes easier when you understand what counts in your jurisdiction.

Plan Your CPE Strategy Early

Procrastination stops many CPAs from completing their continuing education requirements on time. When you wait until the last minute, what should be a learning experience becomes a stressful ordeal. You need a proactive CPE strategy that helps you stay compliant and grow professionally.

CPE Strategy

Set a monthly or quarterly credit goal

Your annual CPE requirement becomes easier when you break it into smaller chunks. Florida CPAs need 80 CPE credits every two years. This means you'll need about 4.5 credit hours each month during your available time, after accounting for busy seasons.

Start by checking your state's requirements to know how many credits you need. Then map out a schedule that fits your professional calendar:

  • Mark specific study times in your calendar and treat them like client meetings
  • Load up on credits early in the year to handle unexpected disruptions
  • Check your progress about nine months into your reporting period

Use a CPE tracker or spreadsheet

A simple tracking system will help you stay on top of your progress. Tracking experts say your CPE records should include: course name, organizer, delivery method, location, completion date, field of study, and credit amount.

Log your information right after you finish each course to avoid any reporting mistakes. You should also keep your certificates well-organized, state boards often ask for these documents during audits.

Avoid last-minute cramming

Trying to complete 40 hours of CPE just weeks before renewal won't help you learn or manage stress. Your brain can't process large amounts of complex information quickly.

Making CPE part of your regular routine gives you several benefits:

  • You'll feel less stressed as deadlines get closer
  • You'll remember and use more of what you learn
  • You can pick courses that match your career goals
  • Your educational experience becomes more valuable

When you plan ahead, you stay compliant and get real value from your continuing education.

Also read: State-Specific CPE Requirements: Avoid These 7 Common Compliance Mistakes

Choose the Right CPE Format for You

The right CPE format can improve your learning experience and help you meet deadlines. Your schedule, learning style, and career goals should guide your choice. To make this easier, we’ve compared CPA CPE providers by the formats they offer, helping you quickly identify which platforms best match your learning preferences.

Live webinars vs. on-demand courses

Live webinars create a classroom-like environment without travel. These sessions let you get immediate answers to your questions and usually don't require final exams like self-study options. They deliver the most current information because instructors can develop them faster than pre-recorded content.

On-demand courses give you unique flexibility. You can:

  • Pause, rewind, and revisit material as needed
  • Complete coursework at your own pace
  • Study during non-traditional hours

Recent industry data shows more than 80% of CPAs now choose online CPE formats. Live webinars are popular because they give direct access to instructors.

Also read: Self-Study vs. Live Webinars: Which CPE Format Works Best for CPAs?

Earn CPE credits through podcasts or conferences

Podcasts are one of the newest and most convenient CPE options. These audio programs let you earn credits during your commute, workout, or household tasks. You complete a short quiz afterward to verify your understanding and receive credit.

In-person or virtual conferences pack intensive learning with valuable networking opportunities. You can earn multiple credits quickly, though you need to plan ahead and commit to attending.

Use subscriptions for bundled access

CPE subscriptions are a great way to get cost savings compared to buying individual courses. Providers offer different package levels:

  • Basic plans with self-study options (saving about 60% per credit)
  • Premium plans that include live webinars and on-demand content
  • Complete packages with extra benefits like CPE tracking tools

Subscription services often track your progress for all 50 state boards and monitor your specific requirements automatically. Many providers let you try their platform free before you commit.

Your success rate goes up when you pick a format that matches how you learn best.

Align CPE Courses with Career Goals

Smart selection of CPE courses creates dual benefits - meeting your CPE requirements and advancing your career path.

Pick topics that match your specialization

Professional experience shows that matching CPE with your current specialization brings quick career advantages. Companies assess their employees' goals, strengths, and weaknesses before choosing the right CPE options. A tax team member might just need specific technical training, while others could benefit from client interview skill development.

A well-laid-out curriculum should map specific CPE to your skills gaps or growth areas. You should think about:

  • Your clients' specialized knowledge needs
  • Ways to help grow their businesses
  • Areas where your professional interests meet market demands

Explore trending areas like AI or blockchain

Traditional accounting topics are important, but emerging technologies offer exciting specialization paths. Blockchain and digital asset courses teach core characteristics, regulatory aspects, and operational features of these technologies. AI-focused CPE helps you learn automation of data extraction, analysis, and forecasting techniques.

These innovative courses prepare you for future market needs while completing your CPE requirements.

Use CPE to build soft skills and leadership

Technical expertise alone won't cut it. The AICPA calls communication, leadership, and critical thinking "success skills" rather than soft skills, "because there is nothing soft about them".

Leadership-focused CPE programs are a great way to get credentials. The seven-part self-study program helps you understand leadership and relationship skills better. Other programs teach delegation abilities, project team management, and time management techniques.

Choosing CPE that develops both technical and interpersonal skills will help you become a trusted professional and valuable partner to your clients.

Conclusion

Your CPE requirements shouldn't become a last-minute rush. This blog shows how knowing your state's specific rules are the foundations for staying compliant. CPE isn't just about checking boxes - it's a chance for real professional growth.

These strategies will guide you through your CPE experience with confidence. Once you put these ideas into action, you'll finish your requirements well before deadlines. This reduces stress and maximizes what you get from continuing education. With good planning and execution, your 2026 CPE compliance can be stress-free.

FAQs

There are several ways to earn CPE credits efficiently. You can attend conferences, participate in webinars, take online courses, listen to approved podcasts, or even volunteer with professional organizations. Many providers offer subscription services that bundle various learning formats, making it easier to access a wide range of CPE options. Choose methods that align with your learning style and schedule for the best results.

Failing to complete CPE requirements by the deadline can have serious consequences. You may face disciplinary action from your state board, which could include fines, license suspension, or even revocation. It's crucial to track your progress regularly and plan ahead to ensure you meet all requirements before the deadline.

Yes, there are significant changes coming to the CPA exam in 2026. Key provisions of the Omnibus Budget Reconciliation Act (OBBBA) will be incorporated into the Regulation (REG) and Tax Compliance and Planning (TCP) sections of the exam. Candidates will need to understand the content and implications of this law as part of their exam preparation.

Yes, many states now recognize podcasts as a valid method for earning CPE credits. After listening to an approved podcast, you typically need to complete a short quiz to verify your understanding and receive credit. This flexible option allows you to earn credits while multitasking, such as during your commute or while exercising.

To align CPE courses with your career goals, start by identifying your current specialization and areas where you want to grow. Choose courses that enhance your existing skills or help you develop new ones that are in demand in your field. Consider emerging trends like AI or blockchain, and don't forget to include courses that improve soft skills such as leadership and communication. Many firms also offer guidance in selecting CPE courses that match your career trajectory.

Imtiaz Munshi, CPA

Imtiaz Munshi, CPA CFO, AZSTEC LLC LinkedIn

Imtiaz Munshi, CPA (US), serves as the CFO of Azstec, LLC and is a trusted advisor to high-net-worth entrepreneurs. With 25 years of experience as a seasoned tax planner and business strategist, he helps businesses grow smarter and stronger. Imtiaz excels at guiding entrepreneurs and enterprises through complex financial choices with clarity and confidence. His expertise lies in simplifying strategy, optimizing tax outcomes and driving sustainable, long-term growth. Through his work and thought leadership, Imtiaz continues to empower CPAs and business leaders to stay ahead in a rapidly evolving financial landscape shaped by AI, ESG priorities and data-driven transformation.

Table of Content

  • State’s CPA CPE Requirements

  • Check your state board's credit

  • Know the ethics

  • Avoid non-qualifying topics

  • Plan Your CPE Strategy Early

  • Set a monthly or quarterly credit goal

  • Use a CPE tracker

  • Avoid last-minute cramming

  • Choose the Right CPE Format

  • Live webinars vs. on-demand courses

  • Earn CPE credits through podcasts

  • Use subscriptions for bundled access

  • CPE Courses with Career Goals

  • Pick topics that match your specialization

  • Explore trending areas like AI or blockchain

  • Use CPE to build soft skills

  • Conclusion

  • FAQs

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