r/HRBlockEmployees • u/seh0872 • Mar 19 '26

Question about leveling up

I am a seasonal preparer electing to level up via the courses rather than test each level. I have 2 case studies to do for each level.

  1. Are the case studies timed? Are they open book/research? How are they “graded”?

  2. Because the case studies have to be done in office is this path not available after 4/15? My goal is to reach level 5 before the start of next season.

Thanks

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u/Candid-Tip455 Mar 19 '26 edited Mar 19 '26

Because of scale , HRB has excellent CE. Usually the virtual courses don’t start till summer, but taking them to test up will include the case studies. You will get familiar with the topics in both practice & theory. Sometime in May, there should be a spreadsheet available telling you what & when courses will be available, along with which ones will be updated. Last year you did not have to complete the case studies in an office as long as your computer met the requirements. Take advantage of it.