Free CFO CPE Courses for CPAs & Accountants

Three Ways to Earn Free CPE With The CFO Project

1. Start with Become A CFO

Our most popular session, How To Become A CFO To Small Businesses, runs live every week. In one hour you'll see what small business CFO work looks like, what business owners pay for it, and how to start offering it from the practice you have today. It earns 1.0 CPE credit and it's a good first session if you're new to The CFO Project.

2. Get the full training schedule

Beyond Become A CFO, we run free, CPE-eligible trainings on rotating topics throughout the month, covering topics like cash flow, pricing, and how AI fits into advisory work. Each one is taught by a CFO Advisor, a coach from our team, or a member of our leadership. Join our newsletter, Below the Line. At the start of each month we send that month's free trainings, and every Wednesday you'll get a look at the trainings coming up that week.

3. Join the program for monthly member CPE

Members of The CFO Project attend monthly CPE webinars as part of their membership, built for people who are already delivering CFO Advisory. These sessions go deeper into client delivery and practice growth, and they count toward your CPE hours the same way.

Select member webinars offered in the past:

Every session includes:

Field of study

Business Management and Organization

Knowledge level

Basic

Prerequisites and advance preparation

None

Instructional and delivery method

Group Internet Based

Cost

Free (member webinars are included in membership)

Each session's registration page lists its program description and learning objectives.

Why This CPE Is Different

There is plenty of free CPE for CPAs. Most of it covers compliance updates or software features, and it helps you meet your hours.

Our sessions are built to do that and one more thing. Each one teaches a piece of the system our members use to deliver CFO Advisory to small business owners. You'll learn how to read a client's numbers to find what is driving their cash flow, how to turn a report into a conversation that changes what the owner does next month, and how to package that work as a recurring monthly service.

The CFO Project was built by professionals, for professionals. We've trained more than 1,100 CFO Advisors, and our community has more than 500 active members. The people teaching these sessions run advisory practices themselves or coach the people who do.

We offer CPE at no cost because many of our members first found us through a free session, used what they learned with a client, and wanted the full system after that. If a session is useful to you, you'll know where to find the rest.

Our members work toward a clear number: ten CFO Advisory clients at $2,000 a month is $240,000 a year in recurring revenue. If you want to see what that could look like with your own client mix, you can calculate your advisory income potential.

How Many CPE Credits Do You Need?

Requirements are set by each state board of accountancy, so the number depends on where you hold your license.

Most states follow a three-year reporting period with 120 total CPE hours, and a minimum of 20 hours in any single year. Some states instead set an annual requirement, commonly 40 hours. Many states also require a set number of ethics hours and limit how many hours can come from non-technical subjects.

Under the NASBA and AICPA Statement on Standards for CPE Programs, one CPE credit equals 50 minutes of qualifying instruction. Each of our one-hour sessions is designed to award 1.0 credit, so attending Become A CFO and one more training each month adds up to 24 hours a year.

State boards have final authority on which courses they accept for CPE credit. Before you count any course toward your renewal, confirm your own requirements with your state board. NASBA's CPE requirements by state page is a good place to start.