Instructions, Timelines and Resources

Part 1: Complete The Request for CE Credit

  • This form must be completed prior to the start of the planning of your CE activity, as far in advance as possible, and before the planning of your activity begins.
Multi-Day Activities: Minimum 60 days before the activity start date.
Single-Day Activities: Minimum 45 days before the activity start date.
  • Selecting the “Save Draft” button allows you to save the information and return to edit it at a later time without losing your progress.
  • Please note that as part of the Request for CE, you must upload a completed Disclosure of Financial Relationships Form for all individuals involved in the planning of the CE activity. These forms must be completed, signed, dated, and collected from all planners prior to the start of the planning process.
  • Upon submitting the Request for CE Credit, you will receive an automated email confirming receipt.

Upon submission of Request for CE Credit and Disclosure of Financial Relationships Form

  • The CE team reviews Request for CE Credit, Disclosure forms and any supplementary documentation.
  • The activity is assigned to a CE programs manager. The assigned CE programs manager emails the course director with project plan.
  • The review of The Request for CE Credit will not begin until all forms including disclosure forms for course director(s) and planning committee members/staff have been submitted.
  • The CE team determines whether a relevant financial relationship exists and if a mitigation strategy is required.
  • The Course Director(s) and any coordinators listed on The Request for CE Credit will be contacted via email if additional information is needed, mitigation is required or regarding the decision to proceed with planning the CE activity.

Part 2: Complete the Continuing Education Planning Form

  • If the proposed activity meets accreditation standards, the next step in the process is to complete the CE Planning Form.
  • Planning forms and all required documents must be received a minimum of 30 days prior to the activity start date.
  • The CE Planning Form requires comprehensive information about the CE activity. The following resources may be useful when planning a CE activity.