Episode Details
Back to Episodes
Enrolled Agent Exam [Part 3] 09, Continuing Education Requirements
Published 1 month, 2 weeks ago
Description
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams.
In this episode you will learn:
- The 72-hour total continuing education (CE) requirement for each three-year Enrolled Agent enrollment cycle.
- The annual minimums: at least 16 hours of CE per year, which must include 2 hours of ethics.
- How CE requirements are prorated at two hours per month for an EA's initial enrollment period.
- What constitutes qualifying CE content and the requirement to use IRS-approved providers.
- The four-year record retention rule for all completed continuing education documentation.
For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep