The following materials are retained for a minimum of five (5) years after the completion of each course:
- Records of participation
- Date and location of the program offerings
- Author/instructor, author/developer and reviewer names and credentials
- Instructor(s) name(s) and credentials
- Number of CPE* credits earned by participants
- Results of program evaluations
- Program descriptive materials (course announcement information)
- Logs of participant responses and attendance
For each course delivered the following are retained for each course for as long as the course is being offered then for five years thereafter.
- Program materials
- Evidence that program creation was by qualified parties
- State of licensure, license number and status of license of developers and reviewers
Effective date: April 29, 2025