Texas Administrative Code
Title 22 - EXAMINING BOARDS
Part 22 - TEXAS STATE BOARD OF PUBLIC ACCOUNTANCY
Chapter 523 - CONTINUING PROFESSIONAL EDUCATION
Subchapter D - STANDARDS FOR CONTINUING PROFESSIONAL EDUCATION PROGRAMS AND RULES FOR SPONSORS
Section 523.143 - Sponsor's Record

Current through Reg. 49, No. 38; September 20, 2024

(a) In order to support the reports required of participants, the sponsor of group live, or self-study, nano, or blended programs shall retain the following records:

(1) record of participation, e.g., sign-in sheet reflecting the CPE credits earned by each participant including those who arrive late or leave early;

(2) course program, including electronic media , as required by § 523.140(b) of this chapter (relating to Program Standards);

(3) all promotional materials, including date(s) and location;

(4) instructor's resume or biography;

(5) evaluation of program as directed in § 523.141(b) of this chapter (relating to Evaluation);

(6) pre-test data for self-study courses; and

(7) all final exams completed by participants for self-study courses.

(b) Documentation shall be retained for five years from the date the program is completed.

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