How To Log In
Understanding Your CPE Dashboard
View my CPE Dashboard
To access your CPE Dashboard, hover your mouse over the "Account" button at the top right of your screen. This will open a sub-menu where you can click "My CPE Dashboard". This will bring you to your dashboard. Image of homepage. This is an example of what your CPE Dashboard will look like: Example of dashboardFew readersAccess Your Courses
Few readersHow to add Designation Number to Account
If you are logged into your account on westerncpe.com, you will go to your CPE Dashboard. On the left-hand side of the screen you will see "Account Details" If you scroll down, you will see where to add your designation numbers (PTIN, CTEC, CFP)Few readersChange my Password
To change your password, go to your CPE Dashboard and click "Edit My Profile" This will bring you to your Account Details page, where you can change your password. From this screen you can also change your designation number, the name on your account, and the email address. (https://storage.crisp.chat/users/helpdesk/website/fd99b6d0b35ce000/image5hzxesFew readers
Orders
I pre-ordered the California/Federal Tax Update. How do I get the course materials?
You don’t have to do a thing! Course materials will be loaded to your Western CPE Dashboard when they become available. If you would like a hard copy of the manual shipped to you, follow the links below: Federal Tax Update Manual California and Federal Tax Update ManualFew readersWhy Can I Only View the Preview of My Purchased Webcast Course?
Q: I purchased a webcast course, but I can only view the preview. What should I do? A: If you have purchased a webcast course and can only view the preview, it may be due to the timing of your purchase. Important Note: Purchases made on Sundays or after business hours: If you bought the webcast course on a Sunday or outside our business hours, you will need to wait until the next business day to access the full content. Our business hours are from Monday to Saturday, 8 AM - 8 PM EST.Few readers
Certificates
Credits & Certificates
Credits & Certificates When and how will I receive my certificate of completion? Once attendance verification forms are received back in our office, certificates of completion will be added to your account within 10 business days. How many CPE credits can I earn if I attend a federal tax update seminar? If you attend both days of a Federal Tax Update seminar, you’ll earn 16 group-live CPE credits. If you attend 1 day, you will earn 8 group-live CPE credits.Few readersAccess My Certificates
To access your certificates, first make sure you are logged in. You can refer to the "How to Log In" article if you are unable to determine. Next, click the "Access My Certificates" button on your CPE Dashboard. My CPE Dashboard Once you click this, you'll be brought to your certificates page where you'll be given a list of all certificates you've earned.Few readers
How to Use Your Credit Package
Ensure you have enough credits in your package to cover the cost of the courses you wish to purchase. You do not have to use all of your credits in one transaction; credits can be used over multiple transactions. Be sure to read the compliance information and make sure the course works for you as we do not offer refunds. Check the expiration date of your credits to ensure you use them before they expire. If you encounter any issues or have questions, please contactFew readersCredit Packages
CPE Credit Packages FAQsFew readersWhat are Bonus CPE?
Question: How do I earn and use Bonus CPE credits? Answer: You will receive 2 bonus credits for each conference day you attend. Using Bonus CPE Credits: You can apply your Bonus CPE credits to any Webcast or Self-Study products during the checkout process. The credits in your cart must be equal to or lesser than the amount of Bonus CPE credits you have available. Steps to Apply Bonus CPE Credits at Checkout: Select the Webcast or Self-Study product you wish to purchaFew readers