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Resources and Support

CPA Rules and Regulations by State

Click below to view a list of states and links to their rules/regulations for CPAs.

CPA State Rules and Regulations

CFP Board Ethics Course

Click here to view information and instructions on our CFP Board Ethics course.

Course Attachments

Course Formats and Purchase Options

When purchasing courses, you can choose between the following format options:

  • Online Book, Online Exam (not available for certain Course-in-a-Book™ or video offerings)
    This option allows you to view the course file(s) in PDF format from the "My Courses" section of your account. You do have the option to download the course PDF file(s) to your computer for offline viewing in addition to viewing them from your account.

  • Hardcopy Book, Online Exam
    Choosing this option allows access to the online PDF course and online exam as described above in addition to a physical copy of the course that will be mailed to you. Shipping charges may apply.

  • Online Exam ONLY
    This option is available for our Course-in-a-Book™ offerings. This option will provide you with the online exam for the course only. This does not include the book that the exam is based on. This option is for customers who already have a copy of the book, or who wish to purchase a digital version of the book seperately (see course description for details).

Purchasing Courses (including purchasing courses for others)

Purchasing Individual Courses

  1. Locate a course by clicking on the “Courses” button on the top menu bar.
  2. When viewing the course search results, click on the course title to view the course information page. This page will provide more information about that particular course.
  3. Purchase the Online (PDF) version
  4. Go to “My Courses” to open your course
  5. Take exam, print certificate.

Online courses can be downloaded for offline viewing. Courses are also available in print sent in the mail.

Purchasing Courses for Others

First, purchase all of the courses needed for the group at once, from your account. The courses will initially be placed in your account (located on the "My Courses" page of "My Account"). Next, have the individuals in the group set up an account and/or login, then go to the "My Courses" page of "My Account." At the bottom of the page, find "Don't see your course here? Click here....." On the form that appears, select the desired course number from the pull-down list and then enter either the order number or your Email address. After selecting "Find My Course," the course will be transferred to the individual's account. For large quantities, or if you wish to order printed copies of courses for a group, please contact us via phone: 800-588-7039; or Email: contact@bhfe.com.

Taking Exams Online

All exams can be taken online from the My Courses section of your account. The exams may be started, stopped, then resumed at a later date. The exams are not timed, and may be retaken if not passed on the first attempt (no charge). Results (correct, incorrect answers) and certificates appear in your account immediately.

Credit Reporting

CFP® and IRS (EA, ERPA, OTRP) credits are reported weekly.

To enter your CFP credits manually, got to:

Downloadable Course List - PDF

Click below to view our full course list in PDF format.

Beacon Hill Flyer

Additional FAQ

Click below to view our FAQ section. This section has answers to many frequently asked questions about our website, products, and services. As an alternative, if you have a question, you can always call us at 1-800-588-7039.

Fequently Asked Questions

BHFE.com Policies, Sponsor/Provider Information, and Privacy Policy

Problems with this Web site

If you have experienced a problem with this Web site (logging in, opening courses, taking exams, etc) please call 800-588-7039 anytime. If you get our voicemail, please leave a message as we are good about returning calls promptly.

Shipping Policy

Orders for printed courses are usually processed within twenty-four hours, on weekdays. We ship via USPS or UPS, depending on the type of shipping requested by the customer (NextDay, 2ndDay, or Ground).

Returns, Refunds, Complaint Resolution

You may return any course within 30 days of purchase (and before you complete the exam) for a full refund (you can also exchange a course for another).
For more information regarding administrative, complaint, and refund policies, please contact the customer service manager at our offices by phone: 800-588-7039 or by E-mail: contact@bhfe.com.

Privacy Policy

Your privacy is your right. The personal information you submit to Beacon Hill Financial Educators, Inc and/or www.bhfe.com, will not be shared, sold, or disclosed to third parties in any form, for any purpose, unless required as part of the order fulfillment or credit reporting process. Beacon Hill Financial Educators, Inc. will not disclose your sales history to third parties for any purpose, at any time.  Periodically, we may send you a post card or an email message promoting our current courses.
Click here to view our detailed privacy policy.
click here to view our cookie policy
If you have any questions regarding our privacy policy, contact us at 800-588-7039, or contact@bhfe.com.

Continuing Education Sponsor Information

  • Certified Financial Planner Board of Standards, Inc. Sponsor I.D. Number: 1008
  • Institute for Divorce Financial Analysts (CDFA®)
  • National Association of State Boards of Accountancy Sponsor I.D. Number: 107615
  • Individual State Board of Accountancy Sponsor I.D. Numbers for States That Require Sponsor Registration:

    Florida: 0004761 (Ethics: 0011467)
    New York (for ethics): 002146
    Hawaii State Board of Public Accountancy:14003
    Beacon Hill Financial Educators is registered with the Hawaii State Board of Public Accountancy as a sponsor of continuing professional education.
    Complaints regarding registered sponsors may be addressed to:
    Hawaii State Board of Public Accountancy P.O. Box 3469
    Honolulu, Hawaii 96801
    Ohio: CPE.51 PSR
    Pennsylvania: PX 178025
    Texas: 009349
    We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.

  • Internal Revenue Service (Enrolled Agent, Other Tax Return Preparer, and Enrolled Retirement Plan Agent) Sponsor Number: FWKKO
  • Information on PACE continuing education reporting requirements.

Have a Question?
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CFP , CFP®, CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
CPE Beacon Hill Financial Educators, Inc. 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
IRS Approved Education Provider Copyright © 2001 - 2024 Beacon Hill Financial Educators Inc.® All Rights Reserved.
51A Middle Street, Newburyport, MA 01950
Phone - (toll free): 800.588.7039 - Fax: 877.902.4284