General Information
How do I create a profile?
If you are a member, your profile is created automatically when you create your membership. Non-members can create a profile by following the below steps.
What form of payments are accepted?
Online registration for individual courses requires a credit card. We accept
VISA, MasterCard, and American Express. Please note: we are not able to
accept Purchase Orders for individual course purchases.
Support questions / Feedback /
Complaints?
Please use the blue Help button for any support
questions you may have on the NAEA CE Portal LMS platform. Please send any feedback or complaint
to: education@naea.org
Topic: Member Questions
As a member, do I receive a discount on CE and events
offered by NAEA?
YES! Member prices are discounted.
When purchasing an education product, the member and non-member price are
always displayed. Note: When purchasing a Journal quiz or Webinar online, the
default non-member will display until you click “Add to Order;” the member
price displays when you proceed to checkout.
I am a member but when I add the education item to my
cart the non-member price appears.
When purchasing a Journal quiz or
Webinar online, the default non-member will display until you click “Add to
Order;” the member price displays when you proceed to checkout. If you have
already added it to your cart and the nonmember price still appears, email
education@naea.org.
Topic: Past and Current CE
How do I get my old Continuing Education (CE)
certificates?
To obtain CE Certificates, please
contact NAEA education team via email at
education@naea.org
to get your certificates prior to 2019.
How do I get my current CE certificate?
Login to the NAEA website:
www.NAEA.org, and navigate to your member account, Select CE Portal from the
menu, and select the sign-in button on the upper right corner again (this will
automatically log you in to the NAEA Continuing Education portal.) Click on
your name in the top right corner and scroll down until you see your member
activity. Select the certificates tab to view your certificates. Detailed
instructions can be found
here.
I logged into the NAEA Continuing Education Portal, but I
am missing certificates of courses that were completed. What do I do?
First make sure you completed all
items in the course to receive the certificate such as viewing the
presentation, taking the survey and assessments. Once the items have been
completed, the certificate should be able to access and print.
Follow
these instructions on how to check if you completed
all items. If all items have been completed and you still don’t have your
certificate, contact the NAEA education team via email
education@naea.org.
When do you report Continuing Edition (CE) Hours to the
IRS CE Provider website?
NAEA reports Continuing Education
(CE) to the IRS on a monthly basis from January to October. Beginning in
October, NAEA reports CE weekly. If you do not see your CE Hours from the
previous month in your IRS PTIN account, contact the NAEA education team via
e-mail at
education@naea.org.
What other certifying agencies does NAEA In-Person and
Online education qualifying?
NAEA education
has a relationship with the following Continuing Education certifying
agencies: California Tax Education Council (CTEC), and Certified
Financial Planner (CFP) Board CE/CPE. Detailed information can be found on the
education webpage or on the NAEA certificate. If you have questions, regarding
the CE Hours and the certifying agency requirements, contact the NAEA education
team via email at
education@naea.org.
Topic: How to purchase
and access NAEA education and events
How do you purchase content in the NAEA continuing education
portal?
Follow
these
handy instructions to purchase content on the NAEA
Continuing Education Portal.
I accidentally purchased a program twice or received the
non-member price when I am an active member. How do I get a refund?
To request refunds, contact the NAEA
education team via email
education@naea.org. An NAEA education team member will
review the request for refund and submit the request for approval. Once the
refund request has been approved, the refund will be refunded on the same
method of purchase, either a credit on the original purchase credit card, or if
paid by check a refund check will be sent to you.
How do I check my progress in an NAEA online course?
To
check your progress on a course you must log-in to the
NAEA Continuing Education Portal. Follow these instructions on how
to log in to the NAEA website and how to check your progress status for a
course.
Topic: National Tax Practice Institute
What is the NTPI Certificate Program?
The National Tax Practice Institute™
(NTPI®) is a three-level program developed to sharpen the skills of enrolled
practitioners at all stages of their careers. With each level of this program,
the core curriculum enables participants to expand their knowledge and skills,
and gain the confidence needed to successfully guide their clients through the
often-challenging maze of IRS codes, internal regulations, and agency
structure. Please note that this program is open only to enrolled agents, CPAs,
and tax attorneys. Those who complete Levels 1, 2, and 3 earn the
distinction of
NTPI Fellow®, a designation held by the nation’s
top tax practitioners.
How do I complete the NTPI program and become a fellow?
A participant must complete all
three NTPI Levels as well as a professional portfolio within a five-year period
beginning with NTPI Level 1 courses in order to earn the NTPI Fellow
designation. Once all 3 levels of courses have been completed a participant
will complete the NTPI Graduation Form alerting NAEA staff of their completion. Once NAEA verifies completion, staff will be in contact regarding options to receive the certificate. A graduate can add the
certificate designation of NTPI Fellow on all media. Learn more about the
NTPI program and its requirements on the
NTPI Website under the
NTPI tab. Complete the NTPI Graduation form now!
I already started the NTPI program. Do I have to repurchase
the content with the revised NTPI content in 2021?
If you took any of the NTPI course
levels prior to 2016, you would have to take the new NTPI content that is offered
in 2021. Find out the requirements of the classes that you will need to take
and the new additional requirements for NTPI Level 3 beginning in 2022 on
the
Roadmap
to NTPI
.