Thomson Reuters places a high value on the training we provide for the products you purchase, including Checkpoint, RIA, PPC, e-Form, Quickfinder, and much more. The training is designed for both new and experienced users and is available in multiple formats. This allows you to select the method that best fits your learning style and schedule.

By attending the training, you will become more proficient in using your products, maximizing the return on your investment.

For guidance on finding and enrolling in a course, see the information below. If you need additional assistance, you can either:

  1. Send an email to Checkpoint Product Training, or
  2. Call Customer Service: (800) 431-9025, option 2

TRAINING BY DELIVERY METHOD

Live or Recorded Webinars: Instructor-led training sessions that typically focus on the functionality or content within a product. Our Live Webinars are group sessions scheduled on a regular basis that offer you the opportunity to interact with the instructor, while our Recorded Webinars (self-study) can be viewed at a time that is convenient for you. Some of these courses may offer CPE credit.

eLearning: Ranging from just a few minutes to a full hour, eLearning (self-study) sessions allow you to see an explanation and demonstration of specific features within our products, often giving you the opportunity to practice the skills yourself.

Product Demonstrations: Delivered by subject matter experts, these demonstrations focus on the features and benefits of a variety of Thomson Reuters’ products. These are great opportunities for prospective customers to learn about new resources that may be beneficial to you. You may find a Live Product Demonstration that fits into your schedule, however we also offer Recorded Product Demonstrations for popular sessions which can be viewed at your convenience.

*For information on earning CPE credit, see below for additional details.

HOW TO ENROLL

The Product Training Home page offers several ways to find courses. The default view shows the available Learning Paths. Learning Paths are lists of recommended, product-specific courses. Click a link to find and enroll in a course. You can also search for training by keyword, delivery method, or product.

Once you find a course, you can click the course title to view the course description, topics, objectives and CPE eligibility. For Live Webinars, click “View Schedule” for a list of upcoming course dates and times.

After selecting a session, click "Enroll" to complete and submit the enrollment form. You should receive email confirmation with important course details, including any applicable course materials to download. If you do not receive this email, make sure to check your spam folder before contacting Customer Service.

HOW TO ATTEND

After you complete the course enrollment form, you will receive a confirmation email from "Checkpoint Product Training". This email contains a link to join the session and, if available, a teleconference number. If no teleconference number is available, you will use your computer's speakers and microphone.

You should consider joining the session about 10 minutes prior to its start time. To join the session, you will need:

  1. High-speed internet access, and
  2. A phone line to access the teleconference OR computer speakers and microphone

CONTINUING PROFESSIONAL EDUCATION (CPE)

Continuing Professional Education credit, or CPE credit, may be offered if the course adheres to the standards set forth by NASBA. Courses must be at least 50 minutes to qualify for 1 CPE credit and must use a verification process to confirm attendance.

During a Live Webinar, you will be asked to answer polling questions to verify your attendance throughout the session. By answering all polling questions, you become eligible for CPE credit. Approximately 1 – 2 business days after the completion of the course, you will receive an email containing a link to download your CPE certificate.

Our Self-Study sessions will include an end-of-course exam. In order to receive CPE credit for these courses, you must pass this exam with a score greater than or equal to 70% in no more than 3 attempts. If you do not pass the exam with a score of 70% or greater after your third attempt, you must retake the entire course. If you do pass the exam, you will receive an email containing a link to download your CPE certificate.

If you qualify to receive CPE credit but do not receive an email with your certificate, please contact Customer Service.

Thomson Reuters Tax & Accounting Product Training is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CANCELLATIONS & RESCHEDULING

To cancel your own enrollment, locate your training confirmation email and click the “Cancel Enrollment” link toward the bottom. This will generate a cancellation form, pre-populated with your enrollment information. Simply submit this form to cancel your enrollment. However, since courses are offered at no charge, they do not require you to cancel if you do not plan to attend. If you wish to attend the course at another time offered, simply enroll yourself into that session.

COMPLAINT POLICY

All complaints will be reviewed carefully in order to bring about a speedy resolution. For complaints regarding course content or delivery, we will do our best to make the necessary changes to the material or presentation. Complaints regarding administrative policies will be reviewed by the Training Manager and Administrator. Corrections made will follow the standards as stated in the National Association of State Boards of Accountancy's (NASBA) CPE administration policies. All interested parties (CPA, State Board, etc.) will then be notified of the resolution.

For questions, please contact our Administrator at (972) 250-7316, or send an email to Checkpoint Product Training.