TABLE OF CONTENTS

Overview


Creating a certificate of completion compliant with NASBA specifications is a simple process with Conference i/o's Certificate Template Builder. Using out-of-the-box functionality, the default certificate in Certificate Template Builder can be customized and completed in a few steps.


NASBA Requirements


Per NASBA's standards for CPE program reporting:


Standard No. 23. CPE program sponsors must provide program participants with documentation (electronic or paper) of their participation (certificate of completion), which includes the following: 

  • CPE program sponsor name and contact information
  • Participant's name
  • Course title
  • Date offered or completed
  • If applicable, location
  • Type of instructional and delivery method used
  • Amount of CPE credit recommended by field(s) of study
  • Verification by CPE program sponsor representative
  • Sponsor identification number or registration number, if required by the state boards
  • NASBA time statement stating that CPE credits have been granted on a 50-minute hour
  • Any other statements required by boards of accountancy


Source: The Standards revised 2019


NASBA also provides sample templates for their Group Live certificate and Group Internet Based certificate for reference.


Single-Session Certificate


Note: Attendance Tracking is an Add-On feature. If you do not see menu choices under the Admin area for Attendance Tracking and/or Certificate Template Builder, please contact your account manager or hello@conferences.io to discuss adding the feature.

  1. Follow the steps to create a template using the Certificate Template Builder

  2. Add the certificate builder fields corresponding with the NASBA data requirements (see next step for highlighted field information):

    NASBA ElementCertificate Builder Field
    Sponsor name and addressStatic Text
    Participant's nameFirst Name / Last Name
    Program titleProgram Title
    Field(s) of study for the programFields of Study - Single Line
    Fields of Study - Multi Line
    Date program offered/completedProgram Date
    Location of programProgram Location
    Instructional delivery methodDelivery Format (NASBA)
    Amount of CPE credit earnedCredits
    Signature of CEO/CE adminStatic Text / Image
    Registry Sponsor ID numberStatic Text
    Registry time statementStatic Text

    Note: Conferences i/o's default delivery format field displays the values "In-Person" and "Virtual", which are not the specific phrases NASBA standards indicate. To fully adhere to the standards, use the Delivery format (NASBA) field which instead uses the values "Group Live" and "Group Internet Based".


  3. Replace the values in the highlighted static fields from the table above with the appropriate content. In the case of the CEO/CE admin signature, a static field with the Stylized Signature font may be used in lieu of an image bearing the signature.


    Per NASBA standards, the time registry statement must be included 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.
  4. Move and/or resize each field as appropriate. Additionally, fields can have their font, font size, color, and alignment changed as desired. Below is a detailed example of placement and style choices that can be used:


    Fields highlighted in blue are dynamic fields added from the dropdown menu.
    Fields highlighted in yellow are static fields with specific lines of text added.
    Fields highlighted in teal have multiple content options depending on the use case.

    LabelContentStyling
    1Sponsor name/logo and addressName: Upload image or header image
    Alternatively, use 25 pt Helvetica for company name
    Address: 10 pt Helvetica, center aligned
    2First Name / Last Name25 pt Helvetica, center aligned
    3Program title25 pt Helvetica, center aligned
    4Fields of Study (Single Line)12 pt Helvetica, center aligned
    5Program date12 pt Helvetica, center aligned
    6Program location12 pt Helvetica, center aligned
    7Delivery Format12 pt Helvetica, center aligned
    * Use static field for "Group Live" or "Group Internet Based" 
    8Credits with unit labelCredits: 12 pt Helvetica, right aligned
    Label: 12 pt Helvetica, left aligned
    9Admin Signature25 pt Stylized Signature, center aligned
    Alternatively, upload image of admin's signature
    10Registry Sponsor ID 9 pt Helvetica, center aligned
    11Registry time statement10 pt Helvetica, center aligned


Considerations for Combined Attendance & Multi-Session Certificates


When using Combined Attendance & Multi-Session certificates, the Program TItle, Delivery Format, and Program Location fields are not managed the same way as with single-session certificates.

Follow the instructions in Using the Certificate Template Builder to create a template, then duplicate it and replace these values with static fields to use for combined attendance and multi-session certificates.