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License Renewal: June 30th on an annual basis

Reporting Period: January 1st to December 31st during the 3 years preceding the renewal date or at some point in time between July 1st and June 30th of the following year during the 3 years preceding the renewal date

CPE Documentation: CPE hour submission and license renewals can take place at The Iowa Professional Licensing Bureau.


Credit Limitations:

  • Certification Exams: Successful completion of examinations including but not limited to the Certified Management Accountant/CMA, Certified Information Systems Auditor/CISA, Certified Financial Planner/CFP, and Enrolled Agent/EA are permitted to be claimed for credit during the calendar year that the examination was taken (limited to 50% of total renewal requirement)
  • Dinner/Luncheon/Breakfast Meetings: Credit cannot exceed 25% of the total hours required (2 credits per occurrence)
  • Firm Meetings: Not accepted.
  • Instruction: Credit is limited to 50% of total hours.
  • Published Materials: 30 hours is maximum credit that can be earned through authorship.
  • Self-Study: Credit is limited to 50% of total hours.
  • Subject Areas: Non-technical subject areas cannot exceed 50% of total hours required.


Credit Calculation:

  • Certification Exams: Credit will be permitted at a rate of 5x the length of a given examination.
  • Instruction: Instructors will have the ability to earn credit for 2 hours of preparation for every 1 hour of official instruction.
  • Partial Credit: Half credits are accepted following the first hour.
  • University/College credit:
    • 1 semester hour = 15 CPE hours
    • 1 quarter hour = 10 CPE hours


Hours Requirements: 120 total hours, 4 hours of ethics and rules of professional conduct (Ethics Requirement)