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Continuing Education Credits
To CPAs and CFPs. We offer CE
credit for all of our case study web casts.
Non-InKnowVision Institute Members
who are interested in obtained CE credits or a certificate of completion
will need to pay a fee of $39.
NOTE: We are unable to offer CE
credits unless you were actually in attendance during the live E-Cast.
FOR CPAs
To Obtain Credits:
1)
You need
to email or fax Sue Hillstrom
a completed
Evaluation Form
with a copy of your driver's license.
2)
Sue will
e-mail you a Certificate of Attendance.
Click
here for sample.
3)
Using the
certificate, you will need to file with your own board to obtain
credits.
NOTE: If you have
invited people into your office to view the E-Cast, you will also need
to email Sue a
sign-in sheet
for our attendance records.
CPA Program Specifics
Program level is
intermediate. Although no formal prerequisites are required, attendees
should have a minimum of ten years experience in their respective fields,
and sufficient knowledge and expertise working in the affluent market
for Estate and Income Tax purposes. Instructional method is
virtual/internet based. In
accordance with the standards of the National Registry of CPE Sponsors,
CPA credits have been granted based on a 50 minute hour."
Program Refund and Complaint Resolution Policy
If a participant has
a schedule conflict, every attempt will be made to enroll the person in
an alternative program. Every effort will be made to resolve any
complaints to the customer's complete satisfaction. For more information
regarding administrative policies such as complaint and refund, please
contact our offices at 888-807-5958 - Kimberley Hamilton - Ext. 83.
InKnowVision, LLC is
registered with the National Association of State Boards of Accountancy
(NASBA) as a sponsor of continuing professional education on the
National Registry of CPE Sponsors. State boards of accountancy have
final authority on the acceptance of individual courses for CPE credit
Complaints regarding registered sponsors may be addressed to the
National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700,
Nashville, TN 37219-2417. Web site:
www.nasba.org.
FOR CFPs
1) You need
to email or fax Sue Hillstrom
a completed
Evaluation Form,
with a copy of your driver's license, and include either your CFP license or
Social Security number.
2) Sue will
file your CE credits electronically and send you a follow-up email
letting you know that it was filed.
NOTE: If you have
invited people into your office to view the E-Cast, you will also need
to email Sue a
sign-in sheet
for our attendance records.
(630) 596-5090
info@inknowvision.com
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