My Self-Study

To download a self-study course or take a CPE exam, please enter the Bundle Access Key below.

The Bundle Access Key consists of 17 letters/numbers and 4 dashes and can be found in your order confirmation email. Please enter the Bundle Access Key exactly as it appears (for example: BVCB-ABCD-553X-DCB6-5).

Please enter your Bundle Access Key:  

Download Course Material or Take/Print Final Exam

Download Course Material

Download PDF

To access the course material, please click on the link above to print or save the file.

Navigating Through a File: For text material, you will see thumbnails listed on the left side of the screen, and the course material on the right. To navigate directly to any item in the course material, click the corresponding thumbnail. To hide the thumbnails, click the "collapse" button in the left pane.

Key Word Search: To find a specific word or phrase in the PDF file, click “edit” on the toolbar, and then choose “find.” Enter your word or phrase in the search box, and then click “next.”

Learning Questions: For CPE courses, learning questions are included to assist in the learning process. Each question includes feedback for each possible answer. Although it is not required that these questions be completed to earn CPE credit, it is highly recommended that they be reviewed. If a question is answered incorrectly, it is also recommended that the applicable section of the course be reviewed.

Glossary: a glossary of key terms can be found at the end of the course material.



Access your Package: Label

Below is a list of all courses available on your self-study package. Please click "select" to choose a course. You will then be able to choose to download the material or take the exam.

Select Course Version

Please select a course version from below.

Select Course Version

Please enter personal information and select a course version from below.

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IRS-approved courses are applicable for EAs and non-credentialed tax preparers, including the AFSP Record of Completion. Although these courses are also approved for CPE for CPAs, CPAs are not restricted to these courses.