National Registry of CPE Sponsors - Renewal Application

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Before proceeding with the online Renewal application, read the Statement on Standards for Continuing Professional Education (CPE) Programs (2024).



To review the Renewal process in detail click here. 



FORM INSTRUCTIONS: Complete the Renewal application in its entirety. If required application fields are not answered, your application will not submit. You may upload information in response to a question. The upload limit is 20 mb total for all attachments to a response. Image files (.BMP, .JPG. etc.) and Office files (.PDF, .DOC, .DOCX, .XLS, .XLSX, etc.) can be uploaded, however .ZIP files CANNOT be uploaded. If your files, or policy descriptions, are too large to be uploaded or added, you can send the attachments via email.


Sponsor Information


Renewal Information

Below is your Renewal Date - Submission of the completed Renewal Application AND the appropriate renewal fees must occur by the Renewal Date or you will incur a Late Fee equal to 50% of the Renewal Fee. The Renewal Date below has been adjusted if the 1st of the month falls on a weekend. 

If your Renewal Application is submitted AFTER the Renewal Date, the Late Fee will be automatically imposed and included in the total renewal fees due for this application.

For a detailed description of our Renewal Payment Policy, click here.



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Registry Contact Information

It is required that you specify two Registry contacts:  (1) a Main Contact and (2) Supervisory Contact. These contacts cannot be the same person.

Below is the person we have listed as the Main Contact on your account:


Main Contact

The Main Contact person will receive all correspondence and materials related to the organization's Registry application and/or membership. The individual listed agrees to: (1) be available to respond to inquiries from NASBA and receive all correspondence as required; (2) become knowledgeable with the Statement on Standards for CPE Programs; (3) ensure the organization is in compliance with the Standards.

In order to make any changes to the Main Contact, please utilize the online Change of Contact form before continuing on with the renewal form.

The online Change of Contact form can be found here:


Once the Change of Contact form has been submitted, reach out to your Account Manager or cpe@nasba.org for instructions on completing your organization's renewal application.
The above contact will be removed as a Registry Contact:

Main Contact

The Main Contact person will receive all correspondence and materials related to the organization's Registry application and/or membership. The individual listed agrees to: (1) be available to respond to inquiries from NASBA and receive all correspondence as required; (2) become knowledgeable with the Statement on Standards for CPE Programs; (3) ensure the organization is in compliance with the Standards.

Please make any necessary changes to the Main Contact details below.




Provide direct dial number for the main contact listed above.

A valid business-type email address must be provided for the main contact email. For example, an email address with info@company.com would not be acceptable.








Provide direct dial number for the main contact listed above.

A valid business-type email address must be provided for the main contact email. For example, an email address with info@company.com would not be acceptable.





Supervisory Contact

The Supervisory Contact person will only be contacted if the application and/or membership has continuous non-compliance with the requirements and Standards and/or is about to be revoked. The Supervisory/secondary contact cannot be the same person as the Main Contact above and must have a different email address.

Below is the person we have listed as the Supervisory Contact on your account:







Provide direct dial number for the main contact listed above.

A valid business-type email address must be provided for the main contact email. For example, an email address with info@company.com would not be acceptable.


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Program Information



Multiple offerings of the same program within each delivery method count as one program for the purpose of this number.


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Your renewal fee will be set by your delivery method and program level selection above and payment will be due with submission of the form. Payments are accepted through our payment system using a credit card.
Program List and Policies (for Most Recent Renewal Period)





Internal - in-house program for employers of organization. External - participants are not employees of the organization - regardless of whether a fee is charged for the program


NASBA's Fields of Study curriculum represents the primary knowledge and skill areas needed by accounting licensees to perform professional services in all fields of employment.

Refer to Standard Nos. 4 and 5. Courses must be developed by individuals or teams having expertise in the subject matter. Programs must be reviewed by qualified persons other than those who developed the programs.The participation of at least one licensed CPA (in good standing and holding an active license or the equivalent of an “active” license in a U.S. jurisdiction) is required in the development of every program in accounting and auditing.  

Refer to Standard Nos. 4 and 5. Courses must be developed by individuals or teams having expertise in the subject matter. Programs must be reviewed by qualified persons other than those who developed the programs. The participation of at least one licensed CPA, tax attorney, or IRS enrolled agent (in good standing and holding an active license or the equivalent of an “active” license in a U.S. jurisdiction) is required in the development of each program in the field of study of taxes.  In the case of the subject matter of international taxes, the participation of the equivalent of an “active” licensed CPA for the international jurisdiction involved is permitted. 

Refer to Standard No. 2. Sponsored learning activities must be based on relevant learning objectives and outcomes that clearly articulate the knowledge, skills, and abilities that can be achieved by participants in the learning activities.

Refer to Standard Nos. 2 and 3. CPE program sponsors should develop and execute learning activities in a manner consistent with the prerequisite education, experience, and/or advance preparation of participants. Knowledge levels consist of basic, intermediate, advanced, update and overview.

Refer to Standard No. 4. CPE program sponsors must use activities, materials, and delivery systems that are current. All courses must contain the most recent publication, revision or review date.

Refer to Standard No. 4. Courses must be revised as soon as feasible following changes to relative codes, laws, rulings, decisions, interpretations, etc. Courses in subjects that undergo frequent changes must be reviewed once a year. Other courses must be reviewed at least every two years.

Refer to Standard No. 24. CPE program sponsors must retain adequate documentation (electronic or paper) for a minimum of five years to support their compliance with these standards and the reports that may be required of participants.
Group Live Supplement

Refer to Standard Nos. 4 and 13. CPE program sponsors must ensure instructors are qualified with respect to both program content and instructional methods used.

Refer to Standard No. 16. CPE program sponsors must monitor group learning activities to assign the correct number of CPE credits. A participant's self-certification at attendance alone is not sufficient.

Refer to Standard Nos. 7 and 24.  A group live program must include at least one element of engagement related to course content during each credit of CPE. In addition to the requirements in S24-01, group live CPE program sponsors must retain the program outline, agenda, speaker notes or other documentation that evidences the element of engagement related to course content during each credit of CPE planned for the group live program.

Refer to Standard No. 7.  A group live program that is recorded for future presentation that does not include a real time subject matter facilitator is no longer a group live program and will be classified as a self study program only if it meets all self study delivery method requirements with the exception of the basis for CPE credit.

Group Internet Based Supplement

Refer to Standard No.16. CPE program sponsors must monitor group learning activities to assign the correct number of CPE credits. 

Refer to Standard Nos.16 and 24. The monitoring mechanism must be of sufficient frequency and lack predictability to ensure that participants have been engaged throughout the program. The monitoring mechanism must employ at least three instances of interactivity completed by the participant per CPE credit.

Refer to Standard Nos.16 and 24. The monitoring mechanism must be of sufficient frequency and lack predictability to ensure that participants have been engaged throughout the program. The monitoring mechanism must employ at least three instances of interactivity completed by the participant per CPE credit.


QAS™ Self Study Supplement

Refer to Standard Nos. 17 and 24. Records include sample pilot testers and their credentials/relevant experience; summary of actual completion time; calculation of the recommended CPE credit; and confirmation that pilot tester is independent from course development team.

Refer to Standard Nos. 17 and 24. Records include word count formula calculation as well as supporting documentation for the data used in the word count formula (e.g., word count; number of review questions, exercises and final examination questions; duration of audio and/or video segments, if applicable; and actual calculation).


Refer to Standard No. 9. To guide participants through the learning process, CPE program sponsors must elicit participant responses to test for understanding of the material. Review questions must be placed at the end of each learning activity to allow the learner the opportunity to evaluate the material that needs to be re-studied. To provide satisfactory completion of the course, CPE Program sponsors must require participants to successfully complete a qualified assessment.

Refer to Standard No. 9. True/false questions are not permissible on the qualified assessment.

Refer to Standard No. 9. All courses must include an expiration date (the time by which the learner must complete the final examination). For individual courses, the expiration date is no longer than one year from the date of purchase or enrollment.
Blended Learning Supplement

Standard Nos. 11 and 24 require that CPE program sponsors provide and maintain clear instructions to participants that summarize the different components of the program and what must be completed or achieved during each component in order to qualify for CPE credits. The CPE program sponsor must document the process and components of the course progression and completion of components by the participants.

If the primary component of the blended learning program is a group program, then CPE credits for pre-program, post-program, and homework assignments cannot constitute more than 25 percent of the total CPE credits available for the blended learning program. CPE Standard Reference: Standard No. 11

If the primary component of the blended learning program is an asynchronous learning activity, then the blended learning program must incorporate a qualified assessment in which participants demonstrate achievement of the learning objectives of the program. CPE Standard Reference: Standard No. 11

CPE credit for blended learning programs must equal the sum of the CPE credit determinations for the various completed components of the program. CPE credits could be determined by actual duration time (for example, audio/video duration time or learning content delivery time in a group program) or by a pilot test of the representative completion time as prescribed in S17-01 or word count formula as prescribed in S17-06 (for example, reading, games, case studies, and simulations).
Nano Learning Supplement

Standard No. 10 states that CPE program sponsors of nano learning programs must require participants to successfully complete a qualified assessment with a passing grade of 100 percent before issuing CPE credit for the course. Only two questions must be included on the qualified assessment. If the participant fails the qualified assessment, then the participant must retake the nano learning program. The number of re-takes permitted is at the sponsor’s discretion.

Standard 10-01 states that “true or false” questions are not permissible on the qualified assessment.

Standard No. 10 states that CPE program sponsors of nano learning programs must require participants to successfully complete a qualified assessment with a passing grade of 100 percent before issuing CPE credit for the course.  Only two questions must be included on the qualified assessment.  If the participant fails the qualified assessment, then the participant must retake the nano learning program.  The number of re-takes permitted is at the sponsor’s discretion.

Standard No. 10 states that CPE program sponsors of nano learning programs must require participants to successfully complete a qualified assessment with a passing grade of 100 percent before issuing CPE credit for the course.  Only two questions must be included on the qualified assessment.  If the participant fails the qualified assessment, then the participant must retake the nano learning program.  The number of re-takes permitted is at the sponsor’s discretion.

Standard Nos. 16 and 18 state that CPE credit for nano learning programs must be based on the duration of the program plus the qualified assessment, which, when combined, should be a minimum of 10 minutes.  However, one-fifth CPE credit is the maximum credit to be awarded for a single nano learning program.

Standard No. 18. Standard No. 24 requires CPE program sponsors to retain adequate documentation for a minimum of five years to support compliance with the Standards, including record of how CPE credits were determined.

Standard No. 10.  Course documentation must include an expiration date. The expiration date is no longer than one year from the date of purchase or enrollment.
Promotional Material


11. Confirm, by answering each question below, that your promotional material contains the following required elements to meet the Standards (Refer to Standard Nos. 3, 12 and 16):


Questions related to your response to Question #1 (CPE Audience):

Specifications on what participants should accomplish in a learning activity, such as the knowledge, skill or ability. Learning objectives should be clearly stated.

Materials could be a detailed agenda or a range of topics that will be covered.

Program knowledge levels are Basic, Intermediate, Advanced, Overview, or Update. Only one level should be chosen for program level.

Provide clear instruction on how a participant can register for the program.

Must be clearly stated with appropriate contact information so that a participant can obtain the necessary information. If a program is being offered free of charge, the statement still needs to be present. A recommended solution would be: "Due to this program being offered free of charge, there will be no refunds issued."

This policy must include contact information such as, but not limited to a phone number, e-mail, or address for someone within your organization.

The language must be in its entirety and without alteration. (Insert your organization's name) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Even if the program agenda is not completely finalized at the time the promotional materials are shared with participants, provide the recommended Field(s) of Study using NASBA's Field of Study subject area classifications.

All programs must clearly identify prerequisite education, experience, in precise language so that potential participants can readily ascertain whether they qualify for the program. Note: Program knowledge levels of intermediate, advanced or update inherently have a prerequisite education or experience.

The promotional material should clearly state the advanced preparation that is appropriate for the participants. Examples include, but are not limited to: books, articles, journals, or workbooks to be read/completed prior to attending the program. If there is no advanced preparation required, state "Advance Preparation: None".

The promotional material should clearly state the delivery method using the common language: Group Live, Group Internet Based, QAS Self Study, Blended Learning or Nano Learning.

If multiple sessions are held within a program (as with a conference), list the maximum potential CPE credits a participant could be awarded if they attend all sessions possible.
Evaluation Form


12. Confirm, by answering each question below, that your evaluation form contains the following required elements to meet the Standards (Refer to Standard No. 14):




If your program has no prerequisite, you still need to have this question on your evaluation form to allow the participant to provide feedback if they believed prerequisite education or experience was needed.



If you only offer self study or nano learning programs, this question is not applicable to you.
Certificate of Attendance/Completion


14. Confirm, by answering each question below, that your Certificate of Attendance/Completion contains the following required elements to meet the Standards (Refer to Standard No. 23):



Your organization name must match exactly with the Sponsor name as registered with NASBA.


The program's title must match the title on the program list and the promotional materials.


The date on certificate should be the date the program was offered or completed.

If a program offers CPE credits in more than one field of study, CPE credits must be listed separately with their corresponding field of study. The field of study on the certificate must match the field of study contained on the Program List.


The time statement must be used in its entirety - "In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour."

The Identification number should indicate that it is associated with the National Registry of CPE Sponsors.

The terms Group Live, Group Internet Based, QAS Self Study, Blended Learning or Nano Learning are to be used.

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Compliance Audit Policy 

The purpose of the compliance audit is to confirm the responses provided to NASBA during the most recently submitted self-certification renewal. The compliance audit is designed to confirm that Registry sponsors continue to adhere to the Statement on Standards for CPE Programs (Standards) in developing, presenting, measuring and reporting of CPE programs.

NASBA’s approach to acceptance on the National Registry of CPE Sponsors is corrective in nature. We work with CPE program sponsors during the initial application process so that all program materials and supporting documentation of the program submitted with the application comply with the Standards. Similarly, in the compliance audit review, we identify areas of non-compliance and provide those findings to sponsors along with corrective actions to ensure the sponsor knows what must be done to adhere to the Standards going forward. A sponsor does not fail a compliance audit unless matters are identified that are so significant to potentially impact the CPA, when reporting CPE credits to a respective Board of Accountancy in satisfaction of requirements to maintain licensure.

The most common causes for failure have been:
  • Inadequate attendance monitoring policies coupled with insufficient attendance monitoring documentation; and
  • Incomplete or inaccurate information on the issued certificates of completion.

Consistent with our current policy, the sponsor will be subject to a follow-up audit to ensure that the corrective actions have been operationalized and that the CPE program and supporting materials comply with the Standards. Failure of a follow-up audit will result in immediate removal from the National Registry.

For more information regarding the compliance audit process, please see the National Registry Website.

Updated Standards 

The Statement on Standards for Continuing Professional Education (CPE) Programs (2024) (Standards) in developing, presenting, measuring and reporting of CPE programs have been updated and the newest version of the Standards became effective on January 1, 2024.  Please take some time to review the most recent version of the Standards.

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Finalize Application and Payment
Sponsor Agreement

The applicant/sponsor completing this online application agrees to the following:

  • To abide by the rules and requirements of the National Registry of CPE Sponsors and to meet all of the standards as set forth in the AICPA/NASBA Statement on Standards for Continuing Professional Education (CPE) Programs, as amended from time to time.
  • To provide accurate and truthful information to the National Registry of CPE Sponsors in all transactions.
  • To conduct learning programs and operations surrounding learning programs in a professional, appropriate, and ethical manner that respects the rights and worth of the individuals served and in a manner that reflects favorably on NASBA and the National Registry of CPE Sponsors.
  • To provide full and accurate information about programs, services and fees in promotional and advertising material and comply fully with all representations and terms set forth in such materials.
  • To use the following official National Registry of CPE Sponsors statement, in its entirety and without alteration, in promotional and other materials distributed to prospective course participants:

"(Insert your organization's name here) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org."

  • To use the National Registry of CPE Sponsor logo applicable to the approved delivery method(s) ONLY in conjunction with and adjacent to the official National Registry of CPE Sponsor statement, except in cases where the logo is used in digital media. In those instances, use of a free-standing logo is permissible provided that a user who clicks on the logo is taken to a separate page or pop-up window that displays the National Registry Statement. Proper use of the logo applicable to the approved delivery method must comply with the National Registry of CPE Sponsors logo and statement guidelines.
  • To retain course and course participant records for a period of five years and to respond to any National Registry of CPE Sponsors inquiry about these records. Upon request, to make the records available for inspection to the National Registry of CPE Sponsors or its designee.
  • To authorize the National Registry of CPE Sponsors, by submission of this application, to share the information submitted by the sponsor applicant with a state board of accountancy upon receipt of a written request.
  • To report to the National Registry of CPE Sponsors, within thirty (30) days, any major organizational change that may impact the information on which your membership application is based, including, but not limited to a change in the designated main or supervisory/secondary contact, or a change of ownership, merger or acquisition involving the sponsor.
  • To furnish requested information to and work cooperatively with National Registry of CPE Sponsors staff, and pay associated fees on a timely basis.

If your organization is subject to laws governing collection, use and/or disclosure of personal information (e.g., GDPR), you acknowledge and agree that you are solely responsible for your compliance with all applicable requirements under such laws, including those affecting your ability to share personal information with NASBA, and you shall take all such actions as may be necessary to permit sharing and disclosing personal information contained in accreditation records requested by NASBA. Such actions may include, depending on laws applicable to your organization, notifying attendees, instructors, reviewers and others about whom you collect personal information that you may share their information with third parties for purposes including evaluating your accreditation under certain continuing professional education standards. Failure to take such actions necessary to comply with applicable law shall not excuse your responsibility to comply with NASBA documentation requests.


The sponsor completing this application understands that failure to comply with this Agreement, or failure to meet acceptable standards in the conduct of CPE programs, may result in the termination of this Agreement by NASBA and removal of the sponsor from the National Registry of CPE Sponsors, and notice of such termination may be given to state boards of accountancy and to licensees. The sponsor further agrees that use of the official National Registry of CPE Sponsors statement and the use of the applicable National Registry of CPE Sponsors logo or any other NASBA trademark must be discontinued immediately upon such termination. The determination of whether a sponsor's actions or a given educational program meets the standard set forth above and/or the appropriateness of the sponsor's use of NASBA and/or the National Registry of CPE Sponsors' trademarks is in the sole and absolute discretion of NASBA and/or the National Registry of CPE Sponsors. In the event that a sponsor offers an educational program that does not meet these standards as determined in the sole and absolute discretion of NASBA and/or the National Registry of CPE Sponsors, neither the sponsor's National Registry Sponsor ID # nor any NASBA or National Registry of CPE Sponsors' trademark may be used in connection with the educational program at issue and failure to remove such course from sponsor's offerings under the sponsor's National Registry Sponsor ID will be deemed grounds for the sponsor's removal from the National Registry of CPE Sponsors. In the event the Agreement is terminated and/or legal action must be instituted by the National Registry of CPE Sponsor to obtain compliance with any provision in this Agreement  or to remedy any other misuse or misappropriation of NASBA's or the National Registry of CPE Sponsors' trademarks or other intellectual property, the sponsor agrees to trial of the matter without a jury and to pay such sums as the court may adjudge for reasonable attorney fees and to pay all costs and disbursements incurred in connection therewith.


The sponsor completing this application understands that this Agreement shall be deemed to have been made in the State of Tennessee, and shall be construed and enforced in accordance with, and the validity and performance hereof shall be governed by, the laws of the United States of America and the State of Tennessee, without reference to principles of conflict of laws thereof. Any controversy or claim arising out of or relating to this agreement brought or asserted by the sponsor shall be determined by arbitration administered by the American Arbitration Association pursuant to its applicable rules. Any order of an arbitrator will be conclusive and binding. The number of arbitrators shall be one. The place of arbitration shall be in Tennessee. The language of arbitration shall be the English language and no other. Any damages in the arbitration proceeding are limited to any amounts that sponsor has paid to NASBA in the preceding five years. The prevailing party in the arbitration shall be entitled to reimbursement of its reasonable costs and expenses, including the reimbursement of its reasonable attorney fees.


To download a .PDF version of the Sponsor Agreement, click here.



Any "No" responses will be subject to further review by NASBA staff before a renewal will be granted.
Respondent Information

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Fee Payment Summary

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Renewal applications and payments received after your Renewal Date automatically incur a Late Fee of 50% of the Renewal Fee.

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Total Renewal Fees include Renewal Fee any applicable Late Fees.

Recommended method of payment is by Credit Card.
Make check payable to NASBA - CPE Registry and mail to PO Box 306278, Nashville, TN 37230-6278 


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