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CPA & Finance CPE Renewal Tracker

CPA and CFA run 12-month cycles, CFP runs 24, EA runs 36. Anyone holding three designations is juggling three different rhythms, and this is the file that stops them colliding. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is yours to reuse as often as you like.

What you get

Built for designations whose cycles are different lengths
CPA, CFP, CFA, EA and Series 7/66 types ready to edit
Cycle length in months is a per-credential input
Reporting period calculated from your own cycle start date
Only credits inside a cycle window count toward it
Opens in Excel and in Google Sheets

$16.00one-time, no subscription

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CPA & Finance CPE Renewal Tracker — the workbook open in Excel

What it does

Built for designations whose cycles are different lengths
CPA, CFP, CFA, EA and Series 7/66 types ready to edit
Cycle length in months is a per-credential input
Reporting period calculated from your own cycle start date
Only credits inside a cycle window count toward it
Ethics credits counted separately from general credits
Credits earned against credits required, per designation
Course cost and provider logged for every entry

What it looks like

CPA & Finance CPE Renewal Tracker screenshot

Every tab in the workbook

These are the actual sheet names in the file, not a feature list.

Dashboard
Credentials
CE Log
Requirements
Getting Started

Works in

Microsoft Excel 2016 or later, Windows and Mac
Google Sheets — upload to Drive and open
No macros, no add-ins, no subscription

Honest scope

This tracks what you enter about your own licences. Renewal requirements vary by state and by board and they change; the authority on yours is your licensing board, not this file.

Others in CE & License Trackers

CPA & Finance CPE Renewal Tracker$16.00Buy on Etsy