CPE guide

CPE Deadline Checklist

Use this checklist before renewal season so missing credits, missing certificates, and category gaps do not appear at the last minute.

1. Confirm The Reporting Period

Check the start date, end date, reporting deadline, and renewal deadline for your license. These dates may not all mean the same thing.

2. Recalculate Your Credits

Total your completed credits and compare them with your requirement. Then check category-specific requirements such as ethics or technical credits.

3. Find Missing Certificates

Review each course and mark whether the certificate is saved. Download missing certificates while provider portals and email receipts are still easy to access.

4. Check Carryover And Limits

If you are relying on carryover credits, self-study, nano learning, college courses, or other special categories, confirm whether limits apply.

5. Create A Finish Plan

If credits remain, divide the remaining amount by the months or weeks left. This gives you a realistic pace and helps avoid rushed course choices near the deadline.