Printable organization checklist

Build your professional credential inventory.

Gather the record once. Update it when your professional circumstances change.

Credential title, profession, number, jurisdiction, and issuing organization.
Original issue date, current status, and the source/date used to confirm that status.
Renewal deadline and the beginning/end of the current renewal cycle.
Official board or issuer website and verification link. Keep passwords in a password manager.
CE targets and topic requirements, with the source, effective date, and date reviewed.
Completed education: course title, provider, completion date, credit hours, and certificate.
Past credentials and statuses, including expired or inactive records.
Pending applications, requested verifications, fees paid, and outstanding documents.

Keep targets separate from verified requirements.

A manually entered CE target is a planning aid. Confirm the applicable requirement with the issuing organization and preserve its source. A course’s relevance does not automatically mean it qualifies.

Keep the history when you add another credential.

Record each credential separately. Original issue dates, renewal cycles, certification requirements, and jurisdiction-specific stages may differ.

Organization checklist · Published October 30, 2026 · Not a determination of what a board requires you to disclose. You can print this page or save it as a PDF using your browser.