New CPE Standards in Place

State Board Report

November 2016

Standards for nano learning and blended learning continuing professional education programs are now in place for new programs and will be in place for all programs as of December 31, 2016, CPE Committee Chair Maria E. Caldwell (FL) reported to the Annual Meeting. The revised CPE standards, which have been in development for over four years, also call for more engagement of participants attending group live programs, she pointed out. In addition the Fields of Study qualifying for CPE have been updated.

“My dream is to be able to have all jurisdictions renewing at the same time with the same CPE requirements,” Ms. Caldwell, who holds CPA licenses in several states, commented. Among the requirements in the UAA Model Rules that are currently being drafted are: an average of two hours of ethics CPE to be completed each year and 50 percent of CPE to be in technical courses. Once approved by the NASBA Board for exposure, the draft Model Rules will be sent out and posted on the NASBA website for comment. Final adoption of the Rules is anticipated in April, 2017, Ms. Caldwell said.

“We are seeking ideas,” Ms. Caldwell said. The AICPA has developed a framework for competency-based learning. She stated, “The CPE Committee is seeking more effective learning.”