Checkpoint Learning

What would it mean to have one location, a full-service tool that managed your CPE requirements, tracked your progress and put at your fingertips every imaginable avenue to learning? Consider the time and money saved in keeping up with compliance and securing training to maximize your effectiveness. Discover what thousands of other practitioners have experienced: Checkpoint Learning is the premier CPE dashboard and learning management solution.

Leaders with unmatched expertise

The professional expertise that drives Checkpoint Learning is unmatched. Gear Up live seminar presenters are dynamic speakers and experts in their fields, providing an exciting and interactive learning experience. AuditWatch consultants apply their industry experience to help your firm attain absolute audit quality and efficiency. The collective years of guidance experience behind PPC, Quickfinder and RIA CPE products ensure you’ll walk away with new tools, methods and insights every time.


Checkpoint Learning offers the most comprehensive learning management system in the industry, built specifically to meet the needs of accounting, tax and finance professionals. Online, mobile and download interactive courses are easy to navigate and include video and audio clips to aid learning. The tracking and compliance tools within Checkpoint Learning will streamline your learning experience and keep you on track with the requirements of your state and professional specialty.

Learning Built for You

Whatever your preferred method of learning and whatever your schedule, Checkpoint Learning has a solution. Choose from a variety of learning formats — online and download courses, live seminars and conferences, in-house training and webinars — and a menu of course topics as varied as the issues you’ll encounter in your practice. Our offerings range from annual update courses to multi-level staff training programs, to customized courses, to in-house training and consulting options. Whether you are a sole practitioner or a global corporation, we have learning solutions to fit your needs.

Features & Benefits


CPE Compliance Tracking and Monitoring

Checkpoint Learning tracks and monitors CPE compliance, including email alerts to upcoming deadlines and online storage of CPE certificates. Compliance is monitored across five areas of technical specialty and for every state in the U.S.

Administrative Controls

Administrative controls provide the functionality to track compliance of all team members and assign individual courses and learning paths.

In-House Learning Tools

Facilitate in-house training programs with ease, including developing attendee lists and invitations and generating CPE certificates.

Wide Range of Learning Formats and Product Lines

Choose from a variety of learning formats and product lines: Gear Up live seminars and week-long conferences, AuditWatch public seminars and in-house training, PPC and RIA guide-based print self-study, and our core library of Checkpoint Learning interactive courses and webinars. Also now available through the Checkpoint Learning platform: EBIA benefits seminars, webinars and annual conference.

Fresh Course Content

Our course material is updated continually, keeping in-step with hot topics and developments in the profession.

Subscription Packages

Choose the subscription package that meets the needs of your firm. For a single low annual price, you’ll gain access to our more than 600 online and download courses, access to Checkpoint Learning webinars, and deep discounting on live seminars and conferences, and more.

Mobile Capabilities

Checkpoint Learning online courses are available for use on iPad mobile devices. Now you have the freedom to access purchased courses on any device — desktop, laptop or iPad — providing a seamless and convenient learning experience.

Customer Insights

We use Checkpoint Learning for setting up all internal trainings and provide our professionals’ access to quality, on-demand courses. As a Training Coordinator, Checkpoint Learning makes my job much easier. I have a list of things I like about the new Checkpoint Learning system, but my favorite has to be the attachment feature for external certificates. This has helped us to become more organized while saving time (and expense) by keeping all CPE history in one location. The staff at Thomson Reuters keeps up-to-date on all state rules and regulations so you don’t have to, and you can always get in touch with someone one when you have questions. By far, the best customer service I’ve experienced with any vendor.

Tamara Carr-Granstrom Los Angeles, CA
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