Who We Serve
We built our name serving CPAs — and the same instructors, accreditation, and technology-first catalog serve every professional who works with numbers, tax, or clients.
Business Professionals
Owners, managers, controllers, and analysts — practical finance and technology training with no license required.
How credit works for you →Enrolled Agents & Tax Professionals
IRS-approved CE provider OWVJT — qualifying federal tax programs reported straight to the IRS against your PTIN.
How credit works for you →Attorneys
Tax, estate & trust, and technology-competence education — with the documentation many state bars accept via self-application.
How credit works for you →Investment & Financial Advisors
Tax, retirement, estate, and technology programs that sharpen advice — often self-reportable for CFP® CE review.
How credit works for you →Insurance Professionals
Planning, tax, and technology depth for producers and advisers who work alongside CPAs and their clients.
How credit works for you →Fiduciary, Trust & Estate Professionals
Trust officers, CTFA® holders, and estate administrators — tax and fiduciary education you can self-report.
How credit works for you →CMAs, CIAs & Corporate Finance
IMA accepts NASBA-registered CPE — controllers, internal auditors, and FP&A teams earn hours that count.
How credit works for you →
One accreditation standard for everyone
Every program is developed under NASBA National Registry standards (sponsor ID 167619), and qualifying tax programs carry IRS CE (provider ID OWVJT). Whatever your credential, you get the documentation to claim it.
Our accreditation →