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For licensed CPAs

Earn CPE credits learning how the market actually works.

TrustFirst is building NASBA-aligned continuing professional education for licensed CPAs. Lessons sourced from real public filings — 13F, congressional disclosures, insider trades — with assessable self-study and audit-ready records.

NASBA Registry · pendingPrimary-source filings onlyTF-CPE-YYYY-NNNN record retention
Walk the $15M PTR disclosure →Get started — free
Illustration of a CPA holding a magnifying glass over a Periodic Transaction Report, revealing the Capitol scene of investors and filings inside
What it's for

CPE that respects your time.

Trust-first content

No advice, no hot picks.

Every lesson explains a concept through plain-English breakdowns of real disclosures and historical data. We never recommend; we explain.

Real public filings

Same primary sources you cite.

13F holdings, House Clerk PTRs, Form 4 insider trades — the same sources you'd cite in a partner memo. Not pundits, not picks.

Audit-ready records

Permanent TF-CPE numbers.

Every CPE-credited lesson is logged with timestamps and module IDs. Certificates include a permanent record number for NASBA audit retention.

How it works

Four steps to a certificate.

  1. 1

    Self-claim your license.

    Open the CPA dashboard and enter your CPA license number + state of licensure. Self-claim today; we verify against state-board lookups before issuing the first credit.

  2. 2

    Complete CPE-eligible lessons.

    Each lesson contributes minutes to your CPE balance. 50 minutes of completed content = 1 CPE credit hour, per NASBA-aligned conversion. Pause + resume on your schedule.

  3. 3

    Pass the 10-question assessment.

    Score ≥ 70% to earn the credit. Re-take freely if you miss the threshold. Every question is anchored in a primary-source filing you already read.

  4. 4

    Request your certificate.

    TrustFirst issues a permanent record number (TF-CPE-YYYY-NNNN) and a print-ready certificate page. Logged in tf_audit_events for our records and yours.

See it before you commit

Walk a $15M PTR through a fiduciary-review lens.

A real Periodic Transaction Report, walked through the same analytical frame you'd apply to any audit-trail review. Filing-lag, position-size context, sector rotation, peer clustering — the questions a careful reader would ask of any disclosure.

Walk the disclosure →

NASBA-approved provider status

TrustFirst is pursuing NASBA Registry approval. Until approval lands, certificates are structured for NASBA-compliant record retention but may not be accepted by all state boards. Each state CPA board sets its own acceptance criteria — we recommend confirming with your state board before counting TrustFirst credits toward your reporting period.

Educational content only. TrustFirst is not a registered investment adviser.