Try our Frequently Asked Questions below, or you can contact us in several ways:

Customer Success

Hours of operation: 7 a.m.–5 p.m. | Monday–Friday

Via our online form
Via Chat below
Call: (800) 922-5272
Email: support@calcpa.org

Government Relations

Email: CalCPAGR@calcpa.org
Call: (916) 441-5351

Advertising

Email: advertising@calcpa.org
Call: (650) 522-3220

The following are some frequently asked questions that may help you navigate your way through the website and answer some common questions. If you do not find your answer here, please contact Customer Service by using our online form (above); Customer Service via the Live Chat (located at the bottom-right corner of all web pages)at (800) 922-5272, or email us at @CalCPA Customer Success.

Website—General

Q. How do I login?
A. Click on the Login button, located on the upper left of the screen. You will be asked to enter your email address associated with your account and your password. If you don’t remember your password, please click the “Forgot Password?” button at the bottom of the Login page.

Q. How do I locate events?
A. Click “Find CPE/Events” link at the top of the page. You can filter with the menu bar located on the left side of the page.

How do I search for an event?
A. On the left menu bar enter the name or event code in the “Search Within” text box, and hit enter. You can also filter events using the left menu bar.

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

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

Q. How do I access my Online Course(s)?
A. Go to My Activities (you will be required to login). Your On-Demand and PDF-based product materials and exam are located in this area.

Online Registration/Shopping Cart

Q. How to Register an Individual
A. Once you have located a what you are looking for, click “Add to Cart” associated with that event (you will be required to log in, if you are not already).

• You will see the event added to the “Quick Cart” on the left side of the screen. Choose “Checkout” at the bottom.

• If you have VPE or a Promo Code, apply those options here. Click “Checkout” when done.

• Click "Continue Checkout.”

• Provide payment information.

• Click “Place Order."

Q. How to Register a Group
A. Once you have used the filters and located a course, click “Add to Cart” associated with that event (you will be required to log in, if you are not already).

• You will have an option to “Checkout” on the left-hand side of the screen under “Quick Cart.”

• You will be taken to the “Review” screen. Click “Add Registrants” button.

• An “Add Co-workers" popup window will appear.

• Begin typing a co-worker's name, and once it appears, click on the name.

• Click “Add.”

• Continue adding co-worker names until all are chosen;, then, click “Save."

• The popup will close and click "Checkout” button.

• Provide payment information.

• Click “Place Order.”

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

• You will have an option to “Checkout” on the left-hand side of the screen under “Quick Cart.”

• You will be taken to the “Review” screen click “Select Sessions” button.

• A “Select Sessions” popup will appear and you can check the sessions you want to attend.

• Click “Save."

• The popup will close and click "Checkout” button.

• 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 removed them from your cart. They will also be removed from your cart if the event date has passed.

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 passed.

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 CalCPA 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, you will be provided an option to select your VPE and apply it to your registration, if applicable.

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. Please include: Member ID, name, current member type, member type you wish to change to.

Q. How do I renew my membership online?
A. You can renew your membership online by visiting https://community.calcpa.org/s/mydues, then click view/pay next to your open invoice.