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Finance Exam Prep

Finance Exam Prep

Enrolled Agent Exam [Part 3] 09, Continuing Education Requirements

Finance Exam Prep · Aug 14, 2026 · 2:52

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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams.

In this episode you will learn:
- The 72-hour total continuing education (CE) requirement for each three-year Enrolled Agent enrollment cycle.
- The annual minimums: at least 16 hours of CE per year, which must include 2 hours of ethics.
- How CE requirements are prorated at two hours per month for an EA's initial enrollment period.
- What constitutes qualifying CE content and the requirement to use IRS-approved providers.
- The four-year record retention rule for all completed continuing education documentation.

For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep

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