Which contacts does this course define as most productive?

This Creating A System For Endless CPA Referrals course teaches how to define the most productive referral contacts and implement tactics for creating a relationship with them.

Which plan does this course create for referral partners?

This course teaches how to create a game plan so that referral partners remain continually productive.

Which understanding does this course build about referral relationships?

This course teaches how to build an enhanced understanding of how to build productive referral relationships.

How many CPE credits does this Creating A System For Endless CPA Referrals video course provide?

This Creating A System For Endless CPA Referrals video course carries 1.0 CPE credit in Business Management and Organization as a Nontechnical, self study course, requiring a 5 question final exam preceded by 3 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

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Creating A System For Endless CPA Referrals (Video) (Course Id 2067)

QAS / Registry

Author:	Frank Agin, JD, MBA, Author, Speaker
Course Length:	Pages: 3 \|\|\| Review Questions: 3 \|\|\| Final Exam Questions: 5
CPE Credits:	1.0
IRS Credits:	0
Price:	$14.95
Passing Score:	70%
Course Type:	Video - Text

Creating A System For Endless CPA Referrals (Video) - CPE course

Technical Designation:	NonTechnical
Field Of Study:	Business Management & Organization
Approved Audience:	NASBA QAS - NASBA Registry
Key Takeaways:	This video course teaches the process behind consistent referral generation, empowering CPAs to build an ongoing flow of referrals. Explains that referrals result from a deliberate process rather than happening on their own. Covers how to make contact with important people in your community as part of that process. Addresses how to empower relationships to create an ongoing flow of referrals. Worth 1.0 CPE credit in Communications and Marketing as a self study video course on creating a system for CPA referrals, requiring a 5 question final exam preceded by 3 review questions (optional) and a 70% passing score.
Frequently Asked Questions:	Which contacts does this course define as most productive? This Creating A System For Endless CPA Referrals course teaches how to define the most productive referral contacts and implement tactics for creating a relationship with them. Which plan does this course create for referral partners? This course teaches how to create a game plan so that referral partners remain continually productive. Which understanding does this course build about referral relationships? This course teaches how to build an enhanced understanding of how to build productive referral relationships. How many CPE credits does this Creating A System For Endless CPA Referrals video course provide? This Creating A System For Endless CPA Referrals video course carries 1.0 CPE credit in Business Management and Organization as a Nontechnical, self study course, requiring a 5 question final exam preceded by 3 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.
Description:	Referrals don’t just happen. Like most things, there is a process to getting them. And understanding that process is key to success. This program will expose you to the insight and skills to not just make contact with important people in your community but also empower those relationships to create an ongoing flow of referrals for you.
Usage Rank:	12857
Release:	2022
Version:	1.0
Prerequisites:	None.
Experience Level:	Overview
Additional Contents:	Complete, no additional material needed.
Additional Links:	External: Certified Public Accountant (CPA) Internal: Client Referral Machine - Course Detail Internal: How a CPA Can Re‑Position for Better Referrals - Course Detail External: IRS - Continuing Education for Tax Professionals
Advance Preparation:	None.
Delivery Method:	QAS Self Study
Intended Participants:	Anyone needing Continuing Professional Education (CPE).
Revision Date:	06-Mar-2026
NASBA Course Declaration:	Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Keywords:	Creating A System For Endless CPA Referrals (Video) - CPE course
Learning Objectives:	Course Learning Objectives In this course, participants will learn how to: Define the most productive referral contacts and implement tactics for creating a relationship. Create an enhanced understanding of how you can build productive referral relationships. Create a game plan so that your referral partners are continually productive.
Course Contents:	Chapter 1 - Creating A System For Endless CPA Referrals Chapter 1 Review Questions

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Creating A System For Endless CPA Referrals (Video) (Course Id 2067)

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Which contacts does this course define as most productive?

Which plan does this course create for referral partners?

Which understanding does this course build about referral relationships?

How many CPE credits does this Creating A System For Endless CPA Referrals video course provide?

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