National Association of State Boards of Accountancy (NASBA) requires the following to be included in all promotional materials promoting CPE credits:

1. Learning objectives—What a participant should accomplish during the program. This needs to be clearly stated.
2. Program content—What material will be covered. This could be a detailed agenda or a range of topics that will be discussed.
3. Program level—Basic, Intermediate, Advanced, Overview, or Update are the standard terms. Only one level may be listed.
4. Prerequisites—All programs must clearly identify prerequisite education, experience, in precise language so that potential participants can readily ascertain whether they qualify for the program.
5. Advance preparation—Examples include, but are not limited to; books, articles, journals, or workbooks to be read/completed prior to attending the program.
6. Type of delivery method—Group-Live, Group-Internet-Based, or Self-Study.
7. Amount of recommended CPE credit—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 attended all sessions possible.
8. Program registration requirements—What a participant must do to sign-up for the program. This must be clearly stated.
9. Refund/Cancellation policy—Must be written out and have contact information printed 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/these program(s) being presented free of charge, there will be no refunds issued.”
10. Complaint resolution policy—This policy must include contact information such as, but not limited to a phone number, e-mail, or address for someone within your organization.
11. Official Registry Statement—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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org}