1. Submit the Interest Form
Complete the interest form with "Additional Delivery Method" selected as the product of interest and indicate the delivery method you would like to add. After the completed form is submitted, a link to the ADM application will be sent to the main contact. The email address is no-reply@salesforce.com. Some mail client security features may reject this address, so make sure you are able to accept messages from no-reply@salesforce.com.
2. Familiarize Yourself with the Standards and Best Practices
Before proceeding with the online ADM application, we ask that you make yourself familiar with the 2026 Statement on Standards for Continuing Professional Education (CPE) Programs. These are the Standards by which your application will be measured for compliance.
The Best Practices site has been developed to assist in the development, presentation, measurement, and reporting of CPE programs. Please visit the Best Practices site here.
3. Complete ADM Application
The Registry application is a detailed process, and potential sponsors should take the necessary steps in providing a complete application. The online application is an intuitive and interactive interface by which you can upload all materials that are relevant for the delivery method you are seeking for approval. The application contains help text to assist in completion of required elements. Examples may be found in the sample template section. The application and review fees can also be paid through this secure system. The online application form will allow you to save and return to complete it at a later date. You will be prompted to supply a login and password to access the incomplete form.
You may apply for multiple instructional delivery methods (group; QAS™ self study; nano learning; and blended learning) with one application. You will be requested to submit certain documentation and program materials for one program of each instructional delivery method for which you are applying. All of the requested documentation for the application should relate to the submitted program. For example, if the submitted course is titled, “Accounting ABCs,” then all submitted materials—program materials, promotional materials, certificate of completion, evaluation form, etc.—should be for the “Accounting ABCs” program.
4. Main Contact Notified of Status
Once you have submitted your ADM application, you will receive a confirmation email.
5. ADM Application Review Process Begins
The application will be considered complete once all documentation and fees are submitted. The National Registry team reviews your application to determine if the policies, procedures, and courses are compliant with the Standards. The ADM application process consists of a hands-on evaluation by the National Registry of CPE Sponsors administrative review team. Your application will be assigned to a National Registry Account Manager. Your assigned Account Manager will evaluate the administrative materials to measure against the applicable Standards. Applications are reviewed in the order in which they are received.
Application Review Process
The required documents for the application include:
A program list is required for submission with an application. For ADM applications, the program list should identify Group programs the applicant/sponsor anticipates offering in the year following approval. If all program offerings have not yet been determined, submit the known course offerings and remit fees based on that program offering level. If, during the year, your organization will exceed the number of program offerings included in the ADM application, please contact your National Registry Account Manager and request an upgrade to your program level.
Group Program Additional Materials:
- Participant Engagement Documentation: Participant engagement documentation should be submitted with the application to demonstrate how the program includes participant engagement related to course content at least once during each full credit of CPE, as required by Section 5.01.1. Sponsors should provide evidence of what is specifically planned for the program, such as prompts, activities, discussion questions, polling questions, case scenarios, or other materials showing where participant engagement will occur.
- Completion Verification Documentation: An explanation of the planned Completion Verification requirement is needed for submission with a group application. The purpose of this documentation is to satisfy the requirements of Section 6, Paragraph 6.01 and 6.01.1. CPE program sponsors must maintain a process to monitor individual attendance at group programs. For non-technology-based methods, the application should describe how attendance or participation is monitored, who is responsible for verification, what records are retained, and how the sponsor determines the amount of CPE credit awarded. Participant self-certification alone is not sufficient. When a sponsor uses technology-delivered attendance prompts or verification mechanisms to verify attendance, those mechanisms must occur at least three times per 50-minute CPE credit hour and must lack predictability, consistent with Section 6.01.1. The completion verification/monitoring mechanism does not have to be related to course content, but if it is, the items used for this component can also fulfill the requirement for group Participant Engagement.
Administrative Documents
- Administrative policies: The Administrative Policies are required for submission with an application. The purpose of the Administrative Policies is to ensure that applicants and sponsors understand what is required of them regarding record retention, refunds, cancellations, complaint resolution, and course update policies.
- Program Content Development Policies: As part of the National Registry application process, applicants must submit Program Content Development Policies with an application. The purpose of the Program Content Development Policies is to ensure that the organization understands the requirements as they relate to program content and knowledge levels, delivery systems, and content development as it relates to course authors/developers, reviewers, and the inclusion of measurable learning objectives.
- Course Evaluation Instructions & Templates: Applicants must submit a representative course evaluation. The evaluation should demonstrate how the applicant/sponsor will evaluate learning activity quality and participant feedback consistent with Section 4, Paragraphs 4.04- 4.04.2. The objectives of evaluation are to assess participant and instructor satisfaction with specific programs and to increase subsequent program effectiveness.
- Certificate of Completion: Applicants must submit a representative certificate of completion. The certification should demonstrate how the applicant/sponsor will provide participants with documentation of program completion consistent with Section 9 of the 2026 Standards. The certificate of completion is meant to provide program participants with documentation of their participation in a program/course. The certificate of completion should be exemplary of the course submitted for your review.
- Descriptive/Promotional Material: Applicants must submit representative descriptive/promotional materials. These materials should demonstrate how the applicant/sponsor will disclose the significant features of a program in advance, consistent with requirements of Section 8 of the 2026 Standards. These materials are meant to provide advanced notice to potential participants when determining if the program is suitable for their CPE requirements. This documentation also communicates, where applicable, that the organization is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Descriptive/Promotional Materials should be exemplary of the course submitted for your review.
6. Content Review
One program for each instructional delivery method for which you are applying is reviewed for content and technical accuracy.
Program/Course materials are required for submission with an application to demonstrate that the program content is current, accurate, technically correct, and consistent with the course description, learning objectives, delivery format, and CPE Credit awarded. The purpose of this documentation is to satisfy the requirements of Section 4, Paragraph 4.01. This documentation is meant to establish that the course content aligns with the recommenced CPE, what is being advertised, and that the material is current, accurate, and technically correct. The course slide deck, handouts, detailed speaker notes & scripts, case studies and/or exercises will be reviewed for content appropriate for CPE credit. Participant Engagement components should be included to show where they are placed within the course content.
The classroom or conference instructor/presenter is a vital part of the content delivery; the organization is required to provide biographies of the instructor/developer and reviewer. Qualifications listed in instructor/author biographies must show evidence of expertise in the subject matter and instructional strategies. This documentation is also meant to ensure that individuals acting as the course reviewers have subject matter knowledge and are separate from the development team. A biography, resume, curriculum vitae, or comparable written documentation may be used if it contains enough detail to establish the individual’s relevant qualifications. Links to webpages or LinkedIn profiles should not be submitted as the sole evidence of qualifications because the documentation must be retained and available for review. Applicants should provide a stable document containing the relevant qualification information.
7. Observation
Programs presented in an online format are reviewed for content and technical accuracy. It is required as part of the review for the organization to schedule an observation for NASBA to review. If a program is not currently being presented for other participants, then NASBA will need to observe a demonstration. The review will be conducted by either your National Registry Account Manager or an outside, independent CPA. The program will be reviewed for content, technical accuracy, participant engagement, and completion verification. Process time depends upon the agreed-upon date for program review.
8. Request for Modifications
If there are areas of non-compliance, your National Registry Account Manager will send you an email requesting modifications. Each element included on the modification report must be addressed. If you have any questions, please contact your Account Manager. You will have two weeks from the date of the email to submit the modified documentation and materials. Non-responsiveness to requests for modifications and/or the inability to complete the modifications in a reasonable time frame may lead to closing the application.
9. Application Approved
Once your ADM application is approved, you will be provided with a National Registry of CPE Sponsors ID number and approval letter.
While the review focuses on the one fully developed program submitted with the application, approval is not granted on a course-by-course basis. Approval is granted for the respective delivery method for the number of programs (or credits) to be offered in the instructional delivery method for the upcoming year, which is indicated on the application. Approval is granted for one year and must be renewed annually at the sponsor level.
Upon approval, the expectation is that the same requirements demonstrated during the application review process will be implemented to all other programs that are developed and offered to CPAs for CPE credit under your Registry membership. Therefore, if you were required to make modifications to documentation or the CPE program during the application process, those same modifications should be considered and implemented to all other programs offered under your Registry membership.
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