CPE for Non-CPAs: Can Financial Advisors, Bookkeepers, and EAs Use It Too?

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Introduction

When people hear “CPE,” they usually think of CPAs. But if you’re a financial advisor, bookkeeper, or Enrolled Agent (EA), you might be wondering:
“Do I need CPE too? And can I use those same courses made for CPAs?”

Short answer: Yes—CPE isn’t just for CPAs, and in many cases, you’re either required to take it or can absolutely benefit from it.

Let’s break it down so you know exactly what applies to your profession and how to find the right CPE options for you.

What is CPE, Really?

CPE (Continuing Professional Education) is how licensed professionals stay up-to-date, improve their skills, and maintain their credentials.
It’s not just about meeting requirements—it’s about staying sharp, relevant, and trusted in your field.

So… Who Actually Needs CPE?

1. Enrolled Agents (EAs)

  • Yes, it’s required.
  • Regulated by the IRS
  • Need 72 hours every 3 years (with a minimum of 16 hours per year)
  • Must include at least 2 hours of ethics annually

If you’re an EA, make sure the provider is IRS-approved. A lot of CPA-focused platforms offer EA-compliant content too.

2. Financial Advisors (Like CFP® Professionals)

  • Yes, it’s required.
  • Governed by the CFP Board (or FINRA if you hold securities licenses)
  • Must complete 30 hours every 2 years, including 2 hours of ethics

Not all CPA CPE courses qualify. Check if the course is CFP Board-accepted before you enroll.

3. Bookkeepers

  • Maybe—it depends.
    If you’re certified through:
  • AIPB (American Institute of Professional Bookkeepers): 60 CPE credits every 3 years
  • NACPB (National Association of Certified Public Bookkeepers): 24 credits annually

Even if you’re not certified, taking CPE courses in areas like QuickBooks, Excel, or fraud prevention is a smart career move.

4. Tax Preparers (Non-Credentialed)

  • Yes, if you’re part of the IRS’s Annual Filing Season Program (AFSP)
  • Required to complete 18 hours of CPE each year:
    • 6-hour Annual Federal Tax Refresher (AFTR)
    • 10 hours in federal tax law
    • 2 hours in ethics

Helps you stand out during tax season—and get listed in the IRS public directory.

Can Non-CPAs Use CPA CPE Courses?

Yes—and many do.
Most major CPE platforms serve multiple professionals now, but you’ll want to make sure of a few things:

  • The course is approved by your licensing board (IRS, CFP Board, AIPB, etc.)
  • You’ll receive a certificate of completion with the right documentation
  • The content actually fits what you need—not just CPA requirements

Trusted CPE providers that support non-CPAs:

  • Pro2Learn – Covers CPAs, EAs, CFPs, AFSP, and bookkeepers
  • Gleim – Especially strong for tax professionals and EAs
  • CPAacademy.org – Offers free, high-quality webinars for all types of pros
  • Illumeo – Focuses on accounting, tax, leadership, and business skills
  • Surgent – Has tailored courses for EAs and financial planners

Even If It’s Not Required, Why Bother?

Great question. Here’s why continuing education is still worth your time:

  • Stay competitive in a crowded job market
  • Build client trust with up-to-date skills
  • Keep pace with tax laws, technology, and software updates
  • Prepare for certification exams down the road
  • Boost confidence and professional credibility

Final Thoughts

CPE might be mandatory for some, optional for others, but it’s valuable for everyone. Whether you’re a financial advisor, bookkeeper, EA, or tax preparer, the right CPE can sharpen your skills, grow your career, and help you better serve your clients.

The key is to find a provider that offers courses aligned with your role—and that’s easier than ever in 2025.

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