Obtaining your CPE Certificate(s) via the My Account page

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Your certificates for Continuing Professional Education (CPE) credits earned from attending qualifying Thomson Reuters training courses or events are available on our website. You are not required to submit a CPE form to Thomson Reuters to receive your certificate. Certificates are available online up to years prior to today's date. For details about product learning and optimization opportunities, see the Training and Consulting page of our website. 

To access a copy of your CPE certificate, complete the following steps:

  1. Visit the My Account > Sign In page on our website and log in to your Thomson Reuters ID.
  2. Click the CPE Certificate link to open the CPE Certification page. Show me.
  3. On the CPE Certificate page, select the appropriate date range for your course(s) from the drop-down list. Show me.
    Course date
  4. To narrow your search to a specific course, enter the course title in the Program Name field. Note, this is an optional field. Show me.
    Program name
  5. Click the Search button to complete your search and scroll down to your desired course. Click the View or Download link in the Certificate column to generate the certificate. Only certificates for credits earned up to three years prior today's date are available online. Show me.
    Generate CPE certificate

Notes:

  • After course completion, please allow four business days for your CPE certificate to be available for download.
  • If your Thomson Reuters ID has administrative permissions, you may search for CPE certificates associated with any individual on your firm's contact list. Mark the appropriate staff members listed in the Participant Field.
  • If your Thomson Reuters ID does not have administrative permissions, the Participant Field displays only your name.

SYNERGY conference certificates and CPE qualification

Internal notes


Synergy specific CPE information

To access the Synergy folder navigate to Start > Run and copy and paste \\pssg.local\userservices\cs\Synergy into the Open field.

  • Forms are grouped based on the year the conference took place, select the folder that corresponds to the appropriate year.
  • For 2016 Synergy CPE the client will need the SpotMe application link listed in the excel document, and a copy of the CPE form for that year. The specific classes the user attended are listed in the My Attendance field of the SpotMe application.

The possible CPE credits available for 2017 Synergy are as follows:

  • 17 for the Synergy Conference.
  • 6 for the Synergy pre-conference classes.
  • A separate certificate for the Practice Forward Connect content.

Customer Service representatives - For customers asking about only receiving partial credit for a course, let them know we can look into it and follow up with them.This is not a guarantee that additional credit will be issued.

Send Synergy CPE questions that require additional research to CustomerService.TRTAProfessional@thomsonreuters.com. Include the following information in your request:

  • Attendees first and last name
  • Firm id
  • What is being requested

Note:If you manage this mailbox, place the requests in the Team Leader > CPE Synergy folder.

If the CPE Certificate is not available in EMS, confirm the client was registered, and the contact hasn't been deleted. This may require the submission on an EMS ticket to research. Once the training confirmation is located and associated with the correct contact in EMS, it will be available online.

Reviewing training status

To review training records and CPE for all CS Professional Suite training sessions, use the following steps:

  1. Open the firm in EMS.
  2. Select Application > Training/Seminar > View Firm Enrollments and select the year the training occurred in.
  3. Classes are initially listed in alphabetical order, but can be filtered by various options. Select the column header you'd like to use to filter the training sessions in.
  4. The class title is in the Course or Engagement column, and the First/Last Name and Session Date Time will clarify who was registered.
  5. The CPE Credit will confirm how much CPE credit was granted.
    • On Demand and free classes will receive no CPE credit.
  6. The Status column will indicate several things:
Status Definition Action to correct (if applicable)
Attended Attended session
  • If correct CPE is given, no action needed
  • If no or incorrect CPE given, contact User Services - Operations for detail on the missing CPE
Absent User was not captured in the attendance sheet If user insists they attended, they need to provide the chat words, or other proof of attendance. This documentation needs to be sent to User Services - Operations for review and possible correction.
Confirmed User enrolled in session
  • If training has not happened, it indicates the user is enrolled in the session successfully
  • If training has occurred, it can take up to 7 days to update attendance. If it's been longer than 7 days, contact User Services - Operations for more information.