Continuing Professional Education for CPAs

Rice University is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org

The following programs are available to Certified Public Accountants (CPAs) to be applied to CPE requirements:

Program Title Delivery Method Recommended Number of
CPE Credits
Field of Study
Classroom-Based Certified Financial Planner™ Certification Education Program
  General Principles Group-Live 25 Administrative Practice
  Insurance and Risk Management Group-Live 25 Administrative Practice
  Investment Planning Group-Live 36 Administrative Practice
  Income Taxation Planning
Group-Live 36 Administrative Practice
  Retirement and Employee Benefits Planning Group-Live 36 Administrative Practice
  Estate Planning Group-Live 36 Administrative Practice
  Case Studies in Financial Planning Group-Live 21.5 Administrative Practice
 
Web-Delivered Certified Financial Planner™ Certification Education Program
  Fundamentals of Financial Planning and Insurance Group-Internet-Based 57.5 Administrative Practice
  Investment Planning Group-Internet-Based 43 Administrative Practice
  Income Taxation Planning Group-Internet-Based 43 Administrative Practice
  Retirement and Employee Benefits Planning Group-Internet-Based 43 Administrative Practice
  Estate Planning Group-Internet-Based 36 Administrative Practice
 
AFP Learning System: Treasury Instructor-Led Course Group-Live 46.5 Management Advisory Services
AFP Learning System: Cash Management Fundamentals Group-Live 18 Management Advisory Services
 

Program Level
The courses listed are offered at a basic level to present learning activities most beneficial to CPAs new to a skill or an attribute, usually those at the staff or entry level in organizations. However, the programs may also benefit seasoned professionals with limited exposure to the area.

Prerequisites and/or Advance Preparation
Please see each program's description for any prerequisites.

Receiving the CPE Credits
Please contact the program coordinator at 713-348-4803 to request CPE credit information.

Refund Policy (unless otherwise stated for specific program)
Fees will be refunded in full when enrollments are canceled in writing one week before a course begins. If you drop a course less than one week before the course begins, no refund will be issued unless a replacement for you can be found, in which case a 20 percent processing fee will be deducted from your refund. Refunds will not be issued after the first class.

Course Cancellation Policy
Although we make every effort to maintain the published schedule of classes, such events as insufficient enrollment, instructor illness, room conflicts or inclement weather may require a schedule adjustment or cancellation. We will notify students of any change in the published information.

Student Questions and/or Complaints
Student questions and/or complaints regarding the administration of a program should be addressed first to the Director of Professional Programs, Carroll Scherer, at 713-348-6106. If she is unable to resolve the question, the next contact is Dr. Mary McIntire, Dean of Continuing Studies, who may be contacted at 713-348-4803. Please be aware that program instructors do not set policy for program administration and do not have authority to make changes to it.

NASBA logoAttention CPAs:
The Susanne M. Glasscock School of Continuing Studies is a Registered CPE Course Provider
We have registered with the Texas State Board of Accountancy (Registration no. 600) to meet the requirements of the continuing professional education rules covering maintenance of attendance records, retention of program outlines, qualifications of instructors, program content, physical facilities and length of class hours. This registration agreement does not constitute an endorsement by the Board as to the quality of the program or its contribution to the professional competence of the licensee.

Rice University is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org