Welcome to Checkpoint Learning- your one-stop shop for continuing education, compliance tracking, and program management!

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1 Welcome to Checkpoint Learning- your one-stop shop for continuing education, compliance tracking, and program management! This guide is designed to show you how to do the following: Login to Your Professional Account Add a Professional Designation Setup the Tracking Component for Your Account Add CE History and Documentation to Your Account Launch or Register for Programs Included in Your Subscription Search for Seminars and Conferences that Qualify for the Live Event Discount Register for AuditWatch Seminars Register for Gear Up Seminars and Conferences Check your Discount Consumption for Premier / Premier Plus Subscribers Link your Checkpoint and Checkpoint Learning Accounts Choose your Competencies Assess your Competencies Invite your Manager to Assess your Competencies Complete Courses Linked to the Competencies from your Assessment This guide covers the following CPE Subscription Packages: Premier Plus PLSW Premier PREW Professional PROW Compliance COMW Registered Tax Return Preparer - RTRW 2013 THOMSON REUTERS/RIA. ALL RIGHTS RESERVED. CPL-CSP-FP

2 Here is how to get started in your Checkpoint Learning account: Note: If you cannot locate your username and password, contact Support at: or to recover your login information. 1. Click the link or copy and paste the link into your Web browser: The Checkpoint Learning Login page is displayed. 2. Enter the following information into the Checkpoint Learning Login section, and then click the Go button. The Homeroom is displayed: a. Username - Enter your username b. Password - Enter your password c. Organization ID - leave this field blank By adding these professional designations to your account, Checkpoint Learning will report automatically which Checkpoint Learning (MicroMash, PASS Online, PPC, Gear Up) programs you complete that qualify towards meeting the professional designation requirements. It is important that you enter your designation information BEFORE you complete the course. If you do not have the following designations, skip to the next section. CTEC (California Tax Education Council) CFP (Certified Financial Planner) RTRP (IRS Registered Tax Return Preparer) EA (IRS Enrolled Agents) 2

3 To add a professional designation: 1. Click the Settings tab. The My Profile page appears. 2. Click Edit My Membership information from the Personal Profile Settings menu on the left side panel. The Update Membership Details page appears. 3. Select your Professional Designation from the drop down menu. 4. Enter the corresponding designation ID in the ID Number field. Note: i. If you are an IRS Registered Tax Return Preparer (RTRP) or Enrolled Agent (EA), enter the PTIN. The PTIN must be a capital P followed by eight (8) numbers. Do not enter a PTIN designation if you are an attorney, Certified Public Accountant, or certain other individual who does not prepare Form 1040 series returns. ii. If you are a Certified Financial Planner (CFP), enter the CFP ID. The CFP ID is the certificant / CFP Board ID number issued with the professional s initial certification from CFP. iii. If you are a California Registered Tax Preparer (CRTP), enter the CTEC ID number. The CTEC ID number is a 4- to 6-digit number that may or may not be preceded by an A. 5. Click Add. Note: You may enter more than one designation. All professional designations must be entered accurately; otherwise Checkpoint Learning will be unable to report your applicable completion records to the respective Boards named above. 3

4 Begin tracking your state license or certificate requirements with Checkpoint Learning. If you do not have a state license, Checkpoint Learning has several regulator options for you to use; In-Firm CPE Requirement, In-Firm Adv 1 Year, PCAOB, AICPA, and Yellow Book. 1. Click the Status Reports tab. 2. Click Manage Regulators from the left side panel. The Add/Remove Regulators page is displayed. 3. Select the regulator from the drop down menu and click the Add button. 4. The system will launch a questionnaire to set up your status report. Answer the questions and click the Submit button to advance to the next screen. 4

5 5. Click the Save button. Your status report is displayed. You can use Checkpoint Learning to track your history or continuing education credits earned outside of Checkpoint Learning. To enter history, do the following: 1. Click the Activity History tab. The Activity History page is displayed. 2. Click Add Activity from the left side panel. The Add Activity page is displayed. 3. In the Activity Details section, do the following: Title Enter the program title in the field. Sponsor Enter the program sponsor in the field or select preset sponsors from the drop down menu. Format Select from the drop down menu. Completion Date Enter the program date of completion using the following format: MM/DD/YYYY or click the calendar icon to select the program date. 4. In the Notes section, type the notes in the text box. 5

6 5. In the Accrediting Regulators section, highlight the jurisdictions that apply to you, and then click the Add icon to move the regulators to the Selected box. Then click the Next button. The Add Activities page is displayed. 6. In the Accreditation section, type the amount for each respective category for each regulator. Then click the Submit button. The Add Activities Confirmation page is displayed. 7. Click Certificates and Documents from the left side panel. The Certificates and Documents page is displayed. 6

7 8. Click Add Document from the left side panel. The Add Document page is displayed. 9. Do the following and then click the Submit button. The Certificates & Documents page is displayed: Document Name Enter the name for your document. Browse/ Choose File Click the Browse/ Choose File button to search for the document on your computer. A dialog box displays. Click the document stored in your computer. Then click the Open button. All of your purchased programs are displayed in the My CPE tab. You can search for specific courses by topic, delivery format, brand, or specific search words. For online programs, select the radio button of the format (download or online) you want. Then click the Launch button. 7

8 Note: Be sure to disable any pop-up blockers prior to click the Launch button or the course will be blocked from opening in a new window. For Webinars, click the Register button. Upon registering for a webinar event, an with the webinar instructions will be sent to you within 48 business hours of the webinar event time. Note: Webinars are included for Premier and Premier Plus packages only. Other package owners can purchase webinar events from the Course Catalog tab. There are many ways to search for Seminars and Conferences through the Course Catalog tab within Checkpoint Learning. If you know the title of the program, you can enter part or all of the title in the Search field and then click the Search button. You can search by state as well. 8

9 To search for the best list of Seminars and Conferences that qualify for the Live Event Discount (Premier and Premier Plus CPE Package Subscribers Only), do the following: 1. Click the Course Catalog tab. The Advanced Search displays. 2. Under the Brand section, select the Gear Up and AuditWatch checkbox. Under the Media Format section, select the Seminar and Conferences checkboxes. Then click the Search button. The search results are displayed. 9

10 3. Click Show All to show the list of program dates and options. The list of program dates and options displays. Note: Gear Up Society Sponsored Seminars are not eligible for the Live Event Discount (Premier and Premier Plus CPE Package Subscribers Only). They will be on the list per the search criteria selected, but do not qualify for the discount. To register for AuditWatch Seminars, please call Note: To apply your discount to AuditWatch Seminars, be sure to mention when you call the number above that you are a Premier/Premier Plus Subscription Package Owner. After you have found the seminar or conference you want from your search results, do the following to register: 1. Select the check box next to a seminar or conference and click the Buy Now button. The Step 1 Shopping Cart page is displayed: Note: Purchasing the course through the shopping cart is necessary to apply any discounts. Society Sponsored Seminars are NOT eligible for the Live Event Discount (Premier and Premier Plus CPE Package Subscribers Only). For Premier and Premier Plus Subscribers, the discount will apply automatically if there are hours left for the current subscription year. See the Applied Promotion in both the discounted pricing and listed under Applied Promotions. 10

11 For example: 2. Click the Continue button to confirm the course order. The Step 2 Billing & Shipping page is displayed. 3. In the Payment Information section, do the following and then click the Continue button. The Step 3 Order Summary page is displayed. Payment method Select a payment method from the drop down menu. My Bill To address matches the billing Select the checkbox or enter the billing address in the respective fields. Card Number (Card numbers only) Enter the credit card number. 11

12 Expiration Select the expiration month and year from the respective drop down menus. 4. Click the Complete Checkout button. The Step 4 Your Receipt page is displayed: 12

13 To check how many hours remain for your Live Event Discount and when that Discount expires. Go to the My CPE tab, and look under Discount Summary. Available Credit Hours; Consumed Credit Hours; Total Credit Hours; and Expiration Date are displayed. 13

14 The Competency Module is intended for Premier Plus subscribers only. Competencies are written to describe the skills, knowledge, and attitudes that you need to be proficient and successful for specific levels and roles. These competencies describe "what" needs to be done; measurement of achievements something that you must determine based on the standards of your organization. To view and choose your competencies, do the following: 1. Click the Competencies tab. The Checkpoint Learning Competency Model home page is displayed. 2. Select the Levels, Areas of Specialty and Categories you are interested in. 3. Click Search. Scroll down to view the competencies. Click the boxes to expand the display and show the course maps that are linked to each competency. 14

15 Do the following to rate yourself on the competencies you selected: 1. Select the checkbox next to the desired competencies. 2. Scroll down and click Start Assessment. The Competency Assessment page appears. 3. Select the appropriate proficiency level from the dropdown next to your competency title. 4. Click Save and View results. The Display Assessment Results page is displayed. After rating yourself, you can request a Manager or Coach to rate you on the competencies you have chosen. 1. Click Invite Manager/Coach from the Display Assessment Results page. The Please search for your manager page is displayed. Note: Only Managers or Coaches with active Checkpoint Learning accounts can provide feedback on an assessment. 2. Enter the Manager s or Coach s address in the search field and click the Search button. 3. Select the radio button next to the correct address and click Invite. They will receive an automatically generated providing them with instructions on how to log in and provide feedback. 4. To view your assessment results, click the My Assessment Results link from the left hand navigation bar. The My Assessment Results page is displayed. 5. Click the link to the assessment you wish to view results for. The Display Assessment Results page displays the assessments date of completion and the assessment results provided by your Manager or Coach. 15

16 One way to gain proficiency is to complete the courses that are linked to the competencies. Users can view competencies and the courses that are mapped to them. To complete a course linked to the competencies, do the following: 1. Click the My Assessment Results link from the left hand navigation bar. Scroll down to view the competencies. 2. Click the checkpoint learning courses link under Course Maps. The Course Profile window appears and the course description is displayed. Scroll to the bottom of the page to select the desired format and launch course. Click here for the steps to Link your Checkpoint Learning account to your Checkpoint research account. 16