Fydelitics — Mandatory CE Catalogue

No named attorney credential gate for provider status. Per-course application is straightforward — submit course outline, LOs, credit hour calculation, and faculty credential. Most states respond in 2–6 weeks. Blanket sponsor status (file once, all future courses auto-approved) available after demonstrating 1–2 qualifying programs. Washington, California, New York, Texas, and Florida alone cover ~55% of the mandatory attorney pool. Covers LEG-CC (Counsel & Caution) and LEG-FF (Firm & Fiduciary) tracks. DIEB content in Module 11 qualifies for ethics, equity/bias, and diversity subcategory credit in NY, WA, CA, NJ, RI, NM.

NASBA QAS is a single national application — once registered, CPE credits are accepted by the vast majority of state CPA boards without additional state filings. No named CPA credential gate for provider status; an independent CPA reviewer to sign off on content is sufficient. Application requires course outline, LOs mapped to NASBA fields of study, and delivery method documentation. NASBA QAS registration fee is nominal. AUD qualifies under the "Information Technology" and "Auditing" fields of study — both high-demand categories for CPA renewal.

Two separate registrations but both are low-friction. NASBA QAS path is identical to AUD — same application, same independent reviewer, different field of study (Taxes). IRS CE Provider registration for PTIN holders is an online self-registration with no formal approval gate — once registered, courses qualify for AFSP credit immediately. IRS PTIN holders are among the most price-sensitive and time-pressured CE buyers — mandatory 15 hours/year creates strong annual renewal demand. Combined pool of ~1.6M across both bodies makes TAX the largest mandatory individual pool in the catalogue.

PE professional development hours (PDH) are largely self-reported in most of the 42 mandatory states — the PE documents the activity and retains records; no formal provider registration or approval is required. A course outline with stated LOs, credit hours, and subject matter description is sufficient for the PE to self-report. A small number of states (FL, TX, NY) require pre-approved providers, but even these are straightforward applications. Lowest administrative burden of any mandatory CE pool in the catalogue. PDH qualifies under "Engineering" or "Computer Science/AI" practice areas depending on state.

FINRA Regulatory Element CE is mandatory annually — failure to complete prevents registered reps from conducting securities business. This is one of the most compliance-driven CE hooks in the catalogue. The barrier is that FINRA does not have an open provider registration — content must be distributed through a FINRA-registered firm or go through FINRA's content approval process. Path: partner with a FINRA-registered firm (bank, broker-dealer, or RIA) as the named distribution entity. Once a single firm partner is in place, the BNK course can be offered firm-wide and the firm handles FINRA reporting. Alternatively, a third-party FINRA-approved content vendor (e.g., Compliance Training Group, Intuition) can distribute as a co-provider.

Largest mandatory CE pool in the catalogue by far. Three separate accreditation bodies but a joint accreditation pathway (managed by the Alliance for Continuing Education in the Health Professions) allows a single application to cover all three simultaneously. ACCME requires a 1-year provisional status period before full accreditation — the longest runway of any body in this catalogue. Named clinical SME (MD, RN, PharmD) required. B2B enterprise path available without CME approval: HLT-UR (utilization review) and HLT-RAD (radiology) sub-courses can be sold directly to health plan compliance teams and radiology groups under URAC v8.0 and CMS WISeR Model obligations, decoupling revenue from the CME approval timeline. Recommend pursuing B2B sales first, CME accreditation in parallel.

High effort because there is no national reciprocity — each of the 50 DOIs is a separate application with its own form, fee, and timeline. Direct provider registration requires Fydelitics to register as a CE provider entity in each state separately, plus potential surety bond requirements in TX, FL, CA. Fastest path: partner with CEU Institute (already holds active DOI provider numbers in all 50 states) or The Institutes / CEU (approved nationally, P&C and L&H audience). Named SME with insurance credentials (CPCU, SCLA, ARM, or licensed adjuster) required for most state DOI applications. NAIC AI Evaluation Tool pilot active across 12 states through September 2026 creates strong timing window. Course has 8 structural blockers to fix before any submission (PDF format, missing outline, non-MCQ KC files, rotation errors).

Large pool but fragmented approval structure. Many states accept self-reported professional development hours with documentation (similar to PE PDH), which significantly reduces the formal approval burden. States with formal PD approval systems (NY CTLE, CA CTC, TX SBEC) require provider registration. AI in education is among the most active regulatory areas currently — US DOE AI in Education guidance (2024), state-level AI policies in CA, TX, WA, and NY all creating mandatory training obligations. Strong B2B path through school district procurement rather than individual teacher renewal. Content angle: AI tools in classroom instruction, algorithmic bias in student assessment and placement systems, AI-generated content and academic integrity, FERPA and student data in AI systems.