Create a NASBA-compliant Certificate of Completion

Considerations for Combined Attendance & Multi-Session Certificates

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 to discuss adding the feature.

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

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

NASBA Element	Certificate Builder Field
Sponsor name and address	Static Text
Participant's name	First Name / Last Name
Program title	Program Title
Field(s) of study for the program	Fields of Study - Single Line Fields of Study - Multi Line
Date program offered/completed	Program Date
Location of program	Program Location
Instructional delivery method	Delivery Format (NASBA)
Amount of CPE credit earned	Credits
Signature of CEO/CE admin	Static Text / Image
Registry Sponsor ID number	Static Text
Registry time statement	Static 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".

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.
```

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.

Label	Content	Styling
1	Sponsor name/logo and address	Name: Upload image or header image Alternatively, use 25 pt Helvetica for company name Address: 10 pt Helvetica, center aligned
2	First Name / Last Name	25 pt Helvetica, center aligned
3	Program title	25 pt Helvetica, center aligned
4	Fields of Study (Single Line)	12 pt Helvetica, center aligned
5	Program date	12 pt Helvetica, center aligned
6	Program location	12 pt Helvetica, center aligned
7	Delivery Format (NASBA)	12 pt Helvetica, center aligned
8	Credits with unit label	Credits: 12 pt Helvetica, right aligned Label: 12 pt Helvetica, left aligned
9	Admin Signature	25 pt Stylized Signature, center aligned Alternatively, upload image of admin's signature
10	Registry Sponsor ID	9 pt Helvetica, center aligned
11	Registry time statement	10 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.