CAPP and CAPA Certificants are expected to maintain the high standards of the accounts payable profession by selecting quality education programs to fulfill the continuing education requirements.

Qualifying CPE activities

The overriding consideration in determining whether a specific continuing education program is acceptable is that it is a formal program of learning which contributes directly to the professional competence of the certificant. Acceptable formal programs may fall under the categories of education, publications, oral presentations, or professional participation. Credits may be attained through continuing education in AP related subject areas including, but not limited to:

Relationships/Responsibilities	Processing Functions
Management Responsibilities	Invoice Handling
Customer Relations/Partnerships	Matching
Staff Motivation and Morale	Procurement Card
Project Management	Payment Processing
Travel and Entertainment	Controls
Travel Card Administration & Management	Vendor Master Files
Governmental Guidelines	Cash Management
Expense Reporting	Audits
	Fraud
Tax and Regulatory Issues	Technology
Sales and Use Tax	Processing Software
1099 Reporting	Imaging
1042/1042S Reporting	Workflow
Independent Contractor	E-Commerce
Escheatment	Other Topics
Value Added Tax	Operational Analysis
Minority and Women-Owned Businesses	Disaster Recovery
Sarbanes-Oxley	Outsourcing and/or Shared Services
	Accounting

 

Credits may also be attained through continuing education in:

• Finance and accounting
• College courses based on the above AP related subject areas, as well as finance and accounting
• Skills training (e.g.; Excel, Word, Reading Skills, Project Management, etc.)

The Institute of Financial Operations qualifying activities:

• Attend one of The Institute of Financial Operations Conferences
• Attend one of our many e-Learning programs 
• Participate in our Self-Study learning program
• On-Site Programs
• Speak in the general session or facilitate a workshop at Fusion
• Attend a local chapter meeting
• Present an educational session for a local chapter
• Prepare a publishable article for Financial Operations Matters

*The above will qualify for continuing education credits based on program length.

The Institute of Financial Operations members-only activities:

• Serve as chairperson for a committee for one full year: 20 credits
• Serve as vice chair for a committee for one full year: 15 credits
• Serve as a member of a committee for one full year: 12 credits
• Serve as an officer of a local chapter for one full year: 10 credits
• Serve on a local chapter committee for one full year: 5 credits

*The above must be one of The Institute of Financial Operations committees or local chapters groups.