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24.201.2124    STANDARDS FOR CPE REPORTING

(1) Participants in group or self-study programs must obtain documentation of their participation (i.e., a certificate of completion or other correspondence from the sponsor). All acceptable documentation must include the following information:

(a) participant's name;

(b) sponsor;

(c) course title and/or description of content;

(d) date(s);

(e) location;

(f) number of continuing education credit hours granted; and

(g) NASBA Registry ID or NASBA QAS Sponsor ID (if applicable, applies to self-study).

(2) Documentation must be retained for not less than five years.

(3) The sponsor of group or self-study programs shall retain evidence of an individual's participation in a group or self-study program for not less than five years. Pertinent information includes:

(a) participant's name;

(b) record of participation;

(c) outline of the course (or equivalent);

(d) date(s);

(e) location;

(f) instructor(s); and

(g) number of contact hours/continuing education credit hours granted.

(4) Alternative documentation for academic courses must include:

(a) satisfactory completion of the course and evidence of receipt of academic credit for courses taken for academic credit in universities and colleges; or

(b) a statement of the hours of attendance signed by the instructor for noncredit courses.

History: 37-1-319, 37-50-201, 37-50-203, MCA; IMP, 37-1-306, 37-50-203, 37-50-314, MCA; NEW, 1980 MAR p. 2971, Eff. 11/29/80; TRANS, from Dept. of Prof. & Occup. Lic., Ch. 274, L. 1981, Eff. 7/1/81; TRANS, from Commerce, 2005 MAR p. 2668; AMD, 2010 MAR p. 2574, Eff. 10/29/10; AMD, 2012 MAR p. 1363, Eff. 7/13/12; AMD, 2014 MAR p. 2849, Eff. 11/21/14.

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