CPE Assistant reduces the time and cost of keeping CPE compliance records in your firm. With this complete online CPE management tool, you can easily track CPE requirements and regulations across all 50 regulatory bodies mandating CPE, plus CFP, CLE and more.

CPE Assistant allows you to:

• Show hours completed against total hours needed in reporting period for each jurisdiction tracked
• Calculate limits on training formats and topics
• Monitor CPE hours completed against total hours needed
• Provide review services by effortlessly attaining your clients' files via email or portal
• Store CPE certificates and records for all your staff members in one convenient place for easy retrieval and printing

CPE Assistant offers convenience, time-saving and productivity benefits:

• Sends e-mail reminders on CPE status
• Provides personalized recommendations to meet unmet requirements for CCH self-study courses
• Automatically populates CCH Learning Center data into CPE Assistant — no data entry needed
• Allows easy entry of new training from other training sources
• And much more!

Eliminate worries that you or your firm members may be missing important CPE compliance deadlines.
Let CPE Assistant do the lion's share of CPE administration, freeing everyone for more productive, billable work!

Learn More

Watch a short Product Video for a visual walk-through of how CPE Assistant makes CPE tracking quick, easy and convenient.

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