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Engaging and interactive approach to CPE

May 06, 2025 by: Phuc Ly, Enrolled Agent Mastermind Advisors, Inc. DBA Level Up Quest

What’s different about our courses

I was tired of the long, boring webinars. I hated wordy PowerPoint slides that presenters read off verbatim. They were knowledgeable but too technical. I couldn’t use what they provided for my clients. At the end of it, I walked away not remembering much.

I didn’t want my employees to learn this way. So I created an internal tax training for my team with a focus on engagement and excitement to learn. We played tax games, earned points/prizes, held mock client meetings, and trained practical skills that are actually useful for our clients (mindmaps, flowcharts, and visuals).

I took all those years of internal training and taught it in multiple live workshops. Now I’m putting it all online for many more to access.

Introducing to tax professionals a new way of experiencing continuing education: more engaging, interactive learning with:

• visuals

• storytelling

• analogies

• challenging games and side quests

• animated explainers

Interested to learn more? Email me

Info@levelupquest.io

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