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.

Please note the following with regard to the CPE records transfer:

• 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.

NOTE: 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