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Virtual Program


October 25-29, 2021
October 24-28, 2022


Click HERE for the 2020 Proof of Attendance form
(You must complete the Proof of Attendance form in order to receive CE credit)

Click HERE for the 2020 Speaker Evaluations

Accountants – if you require a CPE Certificate, you must complete the Proof of Attendance form located at the top of this page. Once submitted, we will email you a CPE Certificate within 4-6 weeks.

Certified Financial Planners – Click HERE for CFP Certificate of Attendance. (You must also complete the Proof of Attendance Form)

Attorneys – see below for various state Certificates of Attendance
(You must also complete the Proof of Attendance Form) - Please note you are responsible for filing with your own regulatory agency.

Alabama – click here
Florida – click here
Georgia – click here
Indiana – click here
Kentucky – click here
Louisiana – click here
Mississippi – click here
New York – click here
North Carolina – click here
Ohio – click here
South Carolina – click here
Tennessee – click here
Texas – click here
Virginia – pending

SFTI is an advanced seminar for tax professionals versed in the field based on education in law, accounting, or business programs, or the equivalent in practical experience. The seminar consists of a series of lectures on specific topics grouped by subject matter, for which no specific advanced preparation is required. In past years, the Institute's program has been approved for CPE/CLE/CFP accreditation by states with mandatory requirements.

Accountants (CPE): SFTI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education of 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:

Amount of Recommended CPE credit: 14.0 tax hours (including 2.0 regulatory ethics hours)

Program Level: Advanced; Program Prerequisites: General knowledge with tax and estate planning; Delivery Method: 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.

Certified Financial Planners (CFP): The 2020 program has been approved by the CFP Board of Standards for 12.0 hours.

Attorneys (CLE): The 2020 program has been submitted to the state bars in Alabama, Florida, Georgia, Indiana, Kentucky, Louisiana, Mississippi, North Carolina, Ohio, South Carolina, Tennessee and Virginia.

Various forms required by each organization/state will be available at the top of this page in the upcoming weeks.

12.0 (60-minute hours)
14.0 (50-minute hours)
2.0   hours ethics

SFTI strives to present programs that will meet most state continuing education requirements for attorneys and CPAs, and will continue to submit all of its offerings for approval by the various states' legal and accounting boards. The Institute seeks to offer programs that will allow registrants to satisfy their obligation to receive continuing education credit in the areas of ethics and professionalism. However, each state licensing organization has specific requirements for these programs, and some will not offer simultaneous credit for both. The institute cannot guarantee that the programs it designates as addressing ethics and professionalism will be credited by all continuing education certifying organizations.