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General account questions you may need to know!

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How To Log In
  • How to log in to your Western CPE account
    How to log in to your Western CPE account | 1.) Go to https://www.westerncpe.com | 2.) Click "Login" in the top right hand corner. | 3.) Enter your username/email and your password, then click “Log in”. | 4.) If you cannot remember your password, click on “Lost your password?” to reset it. | 5.) Once you are logged in, it will say “Account” in the top right corner. ||| You can also download the instructions [here](https://www.westerncpe.com/wp-content/uploads/2024/10/How-to-log-in-to-your-WFew readers
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. This is an example of what your CPE Dashboard will look like:Few readers
  • How 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 readers
  • Access Your Courses
    Access Your CoursesFew readers
  • Change 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/image_5hzxesFew 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 readers
  • Why 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 after business hours: If you bought the webcast course 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 Friday, 8 AM - 8 PM and Saturday and Sunday 10 AM - 6 PM EFew 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 readers
  • Access 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. Once you clFew readers
  • Credit Packages
    CPE Credit Packages FAQs || Q: Are the CPE credit packages for webcast courses? | A: You may use the CPE credit packages on Webcasts, Self-Study, and Self-Study Videos. || Q: The expiration date for CPE credits is one year from the date of purchase. If I purchase a course now but do not complete it within a year, will I still receive credit? | A: The credits expire one year from the date of purchase. When you use these credits to purchase courses, the courses will be available for completionFew readers

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