NOTE: Do not process transfers with more than 100 records during peak hours. This will only be required until we can improve our optimization for the transfer, but until instructed otherwise, do not exceed 100 records during peak hours 

To request a transfer of CPE records from a professional's previous firm to their new firm account within LCvista, please reach out to LCvista Support with the following information:

• Full name and email address of the person whose records are being transferred.
• Name of the former firm site.
• Confirm that the user's jurisdictions have been added to your site.

IMPORTANT NOTES: 

• We only bring over all completions with this process, along with any available certificates of completion.
• Enrollments, assignments, and jurisdictions are not transferred from the prior site to the new account.
• Programs that have a program qualification applied will NOT transfer over with that qualification.
• Please make sure to check any state-specific ethics courses or any programs where the jurisdiction requires a program qualification to be added, and add the appropriate program qualification as needed.

Each qualification below maps to the listed jurisdictions if the field of study allows it:

• Construction: CCA, CCIFP
• Employee Benefit Plan Related: AICPA EBPAQC (all period types)
• Financial Planning: AICPA PFS, CFP, FPQP
• Fraud Related: California, ABFA, NACVA, CFE, and CFF
• IRS EA Federal Taxation: IRS EA, IRS ERPA, AFSP
• State-specific Ethics: Arizona, Arkansas, California, Colorado, Delaware, Florida, Idaho, Louisiana, Michigan, Mississippi, New Jersey, New York, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wyoming, IRS EA, IRS ERPA, AFSP, CFP
• Valuation: AICPA ABV, ASA, NACVA
• Yellowbook Related: Yellowbook (all period types), California, Florida