1. Recognize the importance of ethical standards for professionals.
2. Recognize the general guidelines of IPT’s Code of Ethics and Standards of Professional Conduct.
3. Evaluate how IPT’s Code of Ethics applies to situations in the tax profession.

IPT retains records of course development, student performance and course evaluations for a period of not less than 5 years.

Refund Policy

IPT will refund the amount paid for the course minus a 10% processing fee within the first 30 days of registering for a course. Students have one year to complete the course once registered. After this one year deadline, students will no longer have access to the course.

Program Cancellation Policy

Cancellations for a program may be made in writing and submitted to ce@ipt.org within 30 days of registration or before the course is taken, whichever comes first. Cancellations are subject to a 10% cancellation processing fee.

Complaint Resolution Policy

Complaints should be sent to the Institute for Professionals in Taxation at ce@ipt.org.

Course Update Policy

Each course is reviewed yearly for any pertinent updates. Course evaluations are reviewed every six months.

Course Content

This course's content is based on relevant learning objectives and outcomes. IPT committees develop a brief description of what the course should cover and then the course instructor completes a detailed session description including a narrative paragraph and learning objectives. Test questions are related to these learning objectives.

Continuing Education Credits

The Institute for Professionals in Taxation 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Continuing Legal Education

IPT does not apply for continuing legal education (CLE) credits for its online courses. Many CLE states accept our programs with proper documentation upon application submission by individual lawyers.  Please review your state legal continuing education accreditation body for more information and applications. 

Institute for Professionals in Taxation®

The Institute, founded in 1976, is a 501(c)(3) non-profit educational association serving over 4100 members representing approximately 1450 corporations, firms, or taxpayers throughout the United States and Canada. It is the only professional organization that educates, certifies and establishes strict codes of conduct for state and local income, property and sales & use tax professionals who represent taxpayers as well as credits and incentives professionals (government officials or organizations do not qualify for membership). The Institute also provides excellent educational programs in Value Added Tax (VAT) and Credits & Incentives.

The Institute provides outstanding educational opportunities for its members tailored to their professional needs. Professional designation programs in income, property and sales tax leading to the CMI designation (Certified Member of the Institute) and in credits and incentives leading to the CCIP (Certified Credits and Incentives Professional) are also available to members who satisfy the educational, experience and examination requirements. The Institute is dedicated to uniform and equitable administration of income, ad valorem and sales & use taxes, to minimizing the cost of tax administration and compliance, and to a high degree of professionalism. Members are expected to adhere to a strict Code of Ethics and Standards of Professional Conduct.