Training Frequently Asked Questions

Question: What is the format of training?
Answer: The training format depends on the type of event for which you register. We offer several types of events, including audio conferences, webinars, seminars, and classroom training. Audio conferences only use a telephone line. Webinars use telephone and an online demonstration. Seminars offer in-person training in a lecture format. Classroom training offers hands-on, in-person training. For additional information on each type of program, see the links to the left.

Question: How can I see if a date or venue is still available?
Answer: Access the Training Registration tool here and search for the event to view open seat availability.

Question: How can I see the schedule of events?
Answer: Some events type found in the navigation bar to your left may have schedules on or linked from their page. You can also see a schedule of events by accessing the Training Registration tool and searching for the type of event you would like to participate in. You will see a list of all events for the year.

Question: How many CPE credits can I earn per course, and what steps do I need to take to get the credit?
Answer: You can see the number of CPE for each event in the course description listed to or linked from that event's page (accessible from the navigation menu to your left). This information is also listed in the Training Registration tool. You do not need to do anything extra in order to receive your CPE certificate, as long as you follow the NASBA guidelines to receive credit for that event. For example, if you are taking a seminar, you must sign in and out appropriately. Webinars require participation. TaxWise sends CPE certificates shortly after each event. The certificates are either mailed or e-mailed to you depending on the type of event, so make sure that your e-mail address and mailing address are up-to-date by contacting customer service.

Question: What do I need to do to prepare for my training?
Answer: In most cases, there is very little that you need to do in order to prepare for training. On each course description, you can find the Advanced Preparation section; this will tell you anything that you need to do to prepare for the class.