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The Continuing Professional Education (CPE) Reporting Form in Florida serves as a crucial tool for licensed accountants to document their professional development efforts. This form is essential for maintaining compliance with the Florida Board of Accountancy's requirements, ensuring that practitioners meet the necessary educational standards during their reestablishment period. Each licensee must report a minimum of 80 CPE hours every two years, which includes specific mandates such as 20 hours dedicated to accounting and auditing subjects, 4 hours in ethics, and a cap of 20 hours in behavioral subjects. The form requires detailed entries, including the completion date, course names, and sponsor information, ensuring that all claimed hours are verifiable. Notably, it also emphasizes the importance of accuracy, as incomplete submissions will be returned. Furthermore, the form must be submitted by July 15 following the end of the reestablishment period to avoid a late fee. Licensees are reminded that self-study courses must be taken from approved sponsors, and they must retain documentation for two years post-reporting. The CPE Reporting Form thus not only facilitates the tracking of educational progress but also reinforces the commitment to ethical practice and professional competency within the field of accounting.

Documents used along the form

When submitting the CPE Reporting Florida form, several other documents may be necessary to ensure compliance and proper record-keeping. These documents help verify the completion of continuing education requirements and provide additional information as needed. Below is a list of commonly used forms and documents that accompany the CPE Reporting Florida form.

  • Course Completion Certificates: These certificates serve as proof that you have successfully completed a course. They typically include the course title, date, and number of hours earned.
  • Self-Study Course Verification: If you participated in self-study courses, this document confirms that the course meets the requirements set by the Florida Board of Accountancy.
  • Instructor Verification Form: For those claiming hours as an instructor, this form verifies your role and the content delivered during the course.
  • Sponsor Approval Documentation: This document shows that the course sponsor is approved by the relevant authority, ensuring that the course meets educational standards.
  • Attendance Records: These records provide evidence of your attendance at live courses, often required to validate your claimed hours.
  • Previous CPE Reporting Forms: Retaining copies of past submissions can help track your compliance history and support your current reporting.
  • License Renewal Application: If applicable, this form is necessary for renewing your license and may need to be submitted alongside your CPE reporting.
  • Change of Address Notification: If your address has changed, a formal notification to the Board is required, separate from what is provided on the CPE form.
  • Payment Receipt for Late Fees: If your submission is late, including proof of payment for any applicable fees can help avoid further penalties.
  • Ethics Course Completion Documentation: Specific documentation that confirms completion of the required ethics courses, as mandated by the Board.

It is crucial to gather and submit all necessary documents along with the CPE Reporting Florida form. This will not only facilitate a smoother review process but also help you avoid potential penalties. Ensure that you keep copies of everything for your records, as you may need them for future reference or audits.

Similar forms

The Continuing Education Reporting Form for Florida is similar to the Professional Development Plan (PDP) used by various professions. Like the CPE Reporting Form, the PDP requires individuals to outline their educational goals and the specific activities they will undertake to meet those goals. Both documents emphasize the importance of continuous learning and professional growth. They also require documentation of completed activities to ensure compliance with professional standards. In essence, both forms serve as a roadmap for professionals to track their educational journey and demonstrate their commitment to maintaining competence in their field.

Another document comparable to the CPE Reporting Form is the Annual License Renewal Application. This application typically requires licensees to provide proof of completed continuing education hours, similar to the CPE Reporting Form. Both documents are essential for maintaining active licensure and ensuring that professionals stay updated with the latest developments in their industry. They also share deadlines for submission, reinforcing the importance of timely reporting to avoid penalties. Thus, both forms play a crucial role in the regulatory framework that governs professional practice.

The Professional License Application is another document that shares similarities with the CPE Reporting Form. When applying for a professional license, individuals must often submit proof of their educational qualifications and any required continuing education. This is akin to the CPE Reporting Form, which requires documentation of completed hours. Both documents serve as verification tools, ensuring that applicants meet the necessary educational standards before being granted a license. Additionally, both forms often require a signature, affirming the accuracy of the information provided.

The Certification Maintenance Form is also akin to the CPE Reporting Form. This form is used by various certification bodies to track the continuing education activities of certified professionals. Just like the CPE Reporting Form, it requires individuals to report their completed educational activities within a specified timeframe. Both forms ensure that professionals remain knowledgeable and competent in their respective fields. They also often include a certification statement, where the individual attests to the accuracy of the reported information.

Another document that resembles the CPE Reporting Form is the Continuing Education Audit Form. This form is typically used during random audits to verify that professionals have completed the required continuing education hours. Similar to the CPE Reporting Form, it requires detailed reporting of the courses taken, including dates and sponsors. Both documents aim to uphold the integrity of the profession by ensuring that all members comply with continuing education requirements. They serve as a safeguard against potential violations that could jeopardize a professional’s standing.

Lastly, the Professional Development Log is similar to the CPE Reporting Form in that it serves as a record-keeping tool for professionals. This log allows individuals to track their ongoing education and professional development activities throughout the year. Like the CPE Reporting Form, it requires detailed entries regarding the nature of the educational activities and the number of hours completed. Both documents are essential for maintaining licensure and demonstrating a commitment to lifelong learning. They help professionals stay organized and prepared for any reporting requirements that may arise.

Obtain Answers on Cpe Reporting Florida

  1. What is the purpose of the CPE Reporting Florida form?

    The CPE Reporting Florida form is designed for licensed accountants in Florida to report their Continuing Professional Education (CPE) hours. It ensures that professionals maintain their skills and knowledge in the field, complying with the requirements set forth by the Florida Board of Accountancy.

  2. When is the deadline for submitting the form?

    The form must be postmarked by July 15th following the end of the reestablishment period, which concludes on June 30th. Failing to meet this deadline may result in a $50 late reporting fee.

  3. What are the minimum requirements for CPE hours?

    For each two-year reestablishment period, a minimum of 80 total hours is required. This includes:

    • At least 20 hours in accounting and auditing (A/A) subjects
    • 4 hours in ethics
    • No more than 20 hours in behavioral subjects

    Courses must align with these categories to be counted towards the total hours.

  4. How should self-study courses be reported?

    When reporting self-study or correspondence courses, you should indicate this by writing the sponsor's name and checking the corresponding box on the form. It's essential that these courses are from sponsors approved by NASBA's Quality Assurance Service (QAS).

  5. What happens if I submit an incomplete form?

    Submitting an incomplete form may lead to its return without evaluation. Therefore, ensure that all required information is filled out accurately. Keeping a copy for your records is also advisable.

  6. Can I claim credit for teaching a course?

    Yes, you can claim credit for two types of activity: as a participant and as an instructor. If you are teaching a course, you may claim double credit for the first presentation and single credit for any subsequent presentations of the same course. However, no credit can be claimed for additional presentations unless the content is new.

  7. How should I notify the Board of an address change?

    To officially notify the Board of an address change, you must do so in writing. Changes listed on the CPE Reporting form do not constitute official notification and will not be processed.

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FLORIDA BOARD OF ACCOUNTANCY

 

 

Print form

 

 

 

 

 

CONTINUING PROFESSIONAL EDUCATION REPORTING FORM

 

 

NAME: __________________________________________________

LICENSE NUMBER: _____________________

MAILING ADDRESS: ______________________________________

Report your CPE hours only after you have completed all the required hours for the

_________________________________________________________

reestablishment period. Form must be postmarked by July 15th following the end

SOCIAL SECURITY NO.:___________________________________

 

 

of the reestablishment period (June 30) to avoid $50 late reporting fee.

Please note that a new address listed above does not constitute official notification to the Board of a change of address.

 

 

 

 

 

 

Credit Hours Claimed As:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(No fractional hours)

 

 

Date of

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of sponsor

 

 

 

 

 

 

 

 

Participant

 

 

 

Instructor

 

 

Total

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(Check Box if Self Study)

MM/DD/YYYY

 

Name of Course or Program

A/A TB Ethics Beh.

 

A/A

 

TB Ethics Beh.

A/A TB Ethics Beh.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Important Notice:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

When mailing this form to the Department of Business and

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Professional Regulation it must be addressed to:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Department of Business and Professional Regulation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Bureau of Education and Testing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1940 North Monroe Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tallahassee Florida, 32399-1046

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Cumulative totals brought forward from attached pages (if any)

 

 

 

 

TOTALS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I certify that the above information is true and correct and that the reported courses directly

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL OF ALL HOURS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

relate to enhancing my professional knowledge and competence. I have properly identified

 

 

 

 

 

 

 

 

 

 

all sponsored courses with the correct sponsor name. I understand that any or all credit is

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

subject to the Committee’s review. I agree to retain all documentation relating to the above

 

 

 

 

RETURN TO THIS ADDRESS ONLY:

 

 

 

 

 

programs for two years after this reestablishment period.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Bureau of Education and Testing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signed:

 

Date:

 

 

 

 

 

 

 

1940 North Monroe Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tallahassee, FL 32399-1046

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Print form

INSTRUCTIONS FOR COMPLETING THIS FORM

1.This form must be printed or typed and returned to the Bureau of Education & Testing. All information requested on the form must be completed. Courses must be listed directly on the form to make it complete. Incomplete forms cannot be evaluated and will be returned. (Licensees should retain a copy for their files). Xeroxed copies are acceptable. However, original signatures are required.

2.The minimum requirements for each two year reestablishment period are completion of at least 80 total hours, of which at least 20 hours must be in accounting and auditing (A/A) subjects, 4hours must be in ethics, and no more than 20 hours may be in behavioral subjects. The A/A category includes courses on financial reporting, financial auditing, the related pronouncements, and accounting for specialized industries. The Technical Business category includes courses on taxation, MAS, and general business subjects. The Behavioral category includes courses on oral and written communication, practice administration, management, and marketing. The Ethics category includes only providers and courses approved by the Florida Board of Accountancy. The list of approved courses is available on the board’s website http://www.myflorida.com/dbpr/cpa.

3.Please indicate self-study or correspondence course(s) by writing the sponsors name and marking the box beside the sponsor's name. Please note all self-study continuing education courses qualifying for accounting and/or auditing and technical business credit must be taken from sponsors approved by NASBA's Quality Assurance Service (QAS) program. Sponsors that are approved QAS providers can be found on NASBA's website at www.nasba.org or by contacting NASBA at 615.880.4200.

4.If the course was presented by an approved sponsor, please enter the sponsor code. If the sponsor was not approved leave this area blank. Note that sponsors do not report for you. You must report all courses which you wish to have recorded.

5.When listing the sponsor code, be certain to complete the blanks with the alpha letter in the first column followed by the numeric digits.

6.Credit can be claimed for two types of activity: (1) hours earned as a participant and (2) hours earned as an instructor or lecturer. If you are reporting hours of instruction, you may claim double credit for the first presentation of the course, single credit for the second presentation of the same course, and no credit thereafter except for new content (See Rule 61H1-33.003 (4)(b)(3).

7.List the hours claimed in the appropriate column. Report whole hours only, no fractions. Fractional hours must be rounded down to the nearest whole hour. Any fractional hour reported will be removed. Total all columns and indicate the total of all hours from all categories in the box at the bottom.

8.The form must be signed and dated. Be sure to indicate your employer or firm name.

9.You are required to notify the Board office in writing of address changes (Rule 61H126.005). A change of address on this reporting form will not constitute official notification and will not result in an address change.

10.If there are any questions regarding the use of this form, contact:

Bureau of Education & Testing

1940 N. Monroe Street

Tallahassee, Florida 32399-1046

-OR-

Or by Phone: 850.487.1395

*Under the Federal Privacy Act, disclosure of Social Security numbers is voluntary unless specifically required by Federal statute. In this instance, social security numbers are mandatory pursuant to Title 42 United States Code, Sections 653 and 654; and sections 455.203(9), 409.2577, and 409.2598, Florida Statutes. Social Security numbers are used to allow efficient screening of applicants and licensees by a Title IV-D child support agency to assure compliance with child support obligations. Social Security numbers must also be recorded on all professional and occupational license applications and will be used for licensee identification pursuant to the Personal Responsibility and Work Opportunity Reconciliation Act of 1996 (Welfare Reform Act), 104 Pub.L.193, Sec. 317.

DBPR FORM CPA41

Dos and Don'ts

When filling out the CPE Reporting Florida form, there are several important dos and don'ts to keep in mind. These guidelines will help ensure that your submission is accurate and complete, avoiding unnecessary delays or penalties.

  • Do print or type your form clearly. This helps avoid any misunderstandings.
  • Do complete all required fields on the form. Incomplete forms will be returned.
  • Do retain a copy of the form for your records. This is crucial for your own documentation.
  • Do report whole hours only. Round down any fractional hours to the nearest whole number.
  • Do sign and date the form before submission to ensure it is valid.
  • Don't submit the form after the July 15 deadline to avoid a $50 late fee.
  • Don't use a change of address on the form as official notification to the Board.
  • Don't forget to indicate whether courses were self-study or correspondence. This is important for proper credit.
  • Don't rely on sponsors to report your hours. You must report all courses yourself.
  • Don't leave any sections blank, especially the sponsor code if applicable. This could lead to rejection of your form.