Registered CPE Sponsor

In order to best meet your organization's training and continuing education needs, Insight Folios Inc is a nationally recognized CPE Sponsor. We are proud to be listed among the learning providers who are committed to offering high-quality continuing education programs that improve a CPA’s professional competence.

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Insight Folios Inc is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Record Retention Policy – Insight Folios Inc maintains required documentation for at least 5 years. These records include:

  • Records of participation
  • Dates and locations of program offerings
  • Author/instructor, author/developer and reviewer names and credentials. For the CPA and tax attorney acting as an author/instructor, author/developer and reviewer for accounting, auditing or tax program(s), the state of licensure, license number and status of license should be maintained. For the enrolled agent acting in such capacity for tax program(s), information regarding the enrolled agent number should be maintained.
  • Number of CPE credits earned by participants
  • Results of program evaluations
  • Program descriptive materials (course announcement information)

Refund Policy – "Refund" is defined as the returning of monies already paid. When a registration fee is charged, it is non-refundable, except under the condition described below.

  • 100% refund for CPE credit class charges canceled by written notice three business days prior to event date.
  • In the event of a class cancellation, all registrant paid fees will be refunded.

Program Cancellation Policy – Registrants are notified of class cancellations through email and/or telephone as soon as class cancellation is determined.

Course Update Policy – Course documentation contains the most recent publication, revision or review date. Courses are revised as soon as feasible following changes to relative codes, laws, rulings, decisions, interpretations, etc. Insight Folios Inc CPE courses that undergo frequent changes are reviewed by a subject matter expert at least once a year. Other courses are reviewed every 2 years. For live classes, the revision date is the date of the event.

Program Content and Knowledge Level – Insight Folios Inc will publish promotional material specific to each program, which will clearly articulate the program content and level so that participants can accurately assess whether the program is appropriate for their development needs. Program knowledge levels will consist of: basic, intermediate, advanced, overview and update. All programs identified as intermediate, advanced, or update will clearly identify prerequisite education, experience, and/or advance preparation if any. Similarly, for courses with the program knowledge of basic and overview, prerequisite education, experience, and/or advanced preparation will also be noted or specifically marked as “none” in course descriptive materials.

Content and delivery systems – All learning programs will be developed by individuals having expertise in the subject matter. Expertise will be demonstrated through practical experience and/or education. Course materials will contain the most recent publication, revision, or review date. Courses will be revised as soon as feasible following changes to relative codes, laws, rulings, decisions, interpretations, etc.

Content is Developed by a Subject Matter Expert – All learning programs will be developed by individuals having expertise in the subject matter. Expertise will be demonstrated through practical experience and/or education. At least one active licensed CPA will participate in the development of every program in accounting and auditing (and all other fields of study). The participating CPA will be in good standing holding an active CPA license.

Additionally, programs will be reviewed by qualified persons other than those who developed them. These reviews will occur before the first presentation of these materials and again after each significant revision of the program. Insight Folios Inc will document each review and will maintain each program material along with the reviewer’s professional biography for a period not less than 5 years.

Content is Based on Relevant Learning Objectives – All programs will contain relevant learning objectives and outcomes that clearly articulate the knowledge, skills, and abilities that can be achieved by the participants. These objectives will be clearly articulated in course-specific promotional materials distributed prior to each instance of the program, thus allowing participants to accurately assess whether their specific development needs will be met.

Attendance Monitoring – For the Group Live events, we will use a sign-in/sign-out attendance log method, including original arrival time, with name tags to track and monitor attendance. To account for early departures or unnecessarily long breaks, an administrator will monitor, verify, and sign off on the amount of time each attendee spends in the program. Any attendee that leaves for any reason during the group session except for scheduled breaks will be required to sign out and sign back in. Evaluation forms will be used as a final form of verification that the attendee completed the class and is due the applicable CPE credits.