Administrative Rules of Montana
Department 24 - LABOR AND INDUSTRY
Chapter 24.201 - BOARD OF PUBLIC ACCOUNTANTS
Subchapter 24.201.21 - Renewal and Continuing Education
Rule 24.201.2124 - STANDARDS FOR CPE REPORTING

Universal Citation: MT Admin Rules 24.201.2124

Current through Register Vol. 18, September 20, 2024

(1) Licensees are responsible for accurately reporting the appropriate number of CPE hours and must retain appropriate documentation of their participation in learning activities.

(2) Participants in group, self-study, nano-learning, or blended learning programs must obtain a certificate of completion or transcript issued by the program 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 National Registry of CPE Sponsors ID (if applicable, applies to self-study).

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

(4) The sponsor of group, self-study, nano-learning, or blended learning programs shall retain evidence of an individual's participation in a 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.

(5) Documentation for technical committee sessions must include a written certificate including the following:

(a) the nature of the activity (e.g., topic or specific new competency acquired), the items discussed, and the source/material considered;

(b) the dates of the learning activity; and

(c) the number of CPE credits attributed to the learning activity.

(6) Acceptable evidence for credit of publications is a copy of the publication that names the licensee as author or contributor, a statement from the licensee supporting the number of CPE credits claimed, and the name and contact information of the independent reviewer(s) or publisher.

AUTH: 37-1-319, 37-50-201, 37-50-203, MCA IMP: 37-1-306, 37-50-203, 37-50-314, MCA

Disclaimer: These regulations may not be the most recent version. Montana may have more current or accurate information. We make no warranties or guarantees about the accuracy, completeness, or adequacy of the information contained on this site or the information linked to on the state site. Please check official sources.
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