Registration

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Personal Information

Title

First name

Middle name

Last name

Office Phone

Cell Phone

PTIN

CFP ID

Shown only when CFP is selected. This is separate from attorney CLE credentials.

Attorney CLE credentials

Add each state or jurisdiction where you need CLE reporting. Enter the CLE reporting number exactly as issued, including leading zeros. An administrator verifies it before filing.

Selected designations

AP (Accounting Practitioner)

LPA (Licensed Public Accountant)

Attorney

CFP (Certified Financial Planner)

CPA (Certified Public Accountant)

EA (Enrolled Agent)

RTRP (Registered Tax Return Preparer)

TRP (Tax Return Preparer)

Contact Information

Company Name

Address

City

State

Zip

New Account Access

New here? Complete this form to create your account and return to Your Registrations later.
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Username and password below: Use these fields to create your account access. If you leave Username blank, your email will be used.

Username

Password