CONTINUING EDUCATION

The Southern Federal Tax Institute (SFTI) is an advanced seminar designed for tax professionals with educational backgrounds in law, accounting, or business—or equivalent practical experience. The program features a series of in-depth lectures grouped by subject matter. No specific advanced preparation is required.

In past years, SFTI has been approved for CPE, CLE, and CFP accreditation by multiple state boards and organizations. Continuing education credit is available only for sessions attended live-either in person or virtually in real time. Please note that a combination of in-person and virtual attendance is not permitted.

Participation Requirements
 • All attendees must complete and submit an online Proof of Attendance form by November 14, 2025 to request credit. Late submissions may be subject to fees or credit denial.
 • Virtual Attendees must confirm their real-time participation by responding to polling questions during each session.
 • It is the attendee's responsibility to verify specific CE requirements with their licensing body.

Accountants (CPE)

SFTI 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.nasbaregistry.org.

Amount of Recommended CPE credit: 42.5 Tax Hours and 2.0 Regulatory Ethics Hours

• Program Level: Advanced
• Program Prerequisites: General knowledge of tax and estate planning principles
• Delivery Method: Group Live and Group Internet Based
• Recommended Field of Study: Tax and Ethics
• Advance Preparation: None
• Learning Objectives: Acquisition of knowledge and skills to develop proficiency as a practitioner; maintenance of professional competence as a practitioner; development of proficiency in performance of intricate and complex legal, accounting, estate, and trust law tasks.
• Credit Calculation:  Tax minutes and Regulatory Ethics minutes are divided by 50 and rounded down to the nearest 0.5 hour.

Certified Financial Planners (CFP)
 • The 2025 program will be submitted for 25 hours of credit with the CFP Board of Standards.
 • Eligible sessions: Monday, Thursday, and Friday only.

Attorneys (CLE)
 • The 2025 program will be submitted for approval in:
     º Alabama, Florida, Georgia, Indiana, Kentucky, Louisiana, Mississippi, North Carolina, Ohio, Pennsylvania (in-person only), South Carolina, Tennessee, and Virginia.