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Professional development audits: Funeral directors, embalmers, and interns

The board selects 5–15% of licensees at random each year for audits. If you're selected for an audit, you'll be asked to submit records of your professional development activities for the last license period.

Recordkeeping requirements

You must maintain records of your professional development activities for 3 years (the period of your current renewal plus the 2 years before your last renewal). Use the Funeral and Embalmer Professional Development Worksheet or a similar form to record your activities and hours, including all of the following:

  • Date of the activity
  • Provider's name
  • Description of the activity
  • Number of professional development hours

You should also keep:

  • Receipts and certificates provided by universities, professional organizations, or other course presenters, such as:
    • Signed attendance receipts
    • Payment receipts
    • Certificates of completion
    • Continuing education credit reports
  • Agendas or schedules (for multi-session events, highlight the sessions you attended)
  • Course outlines
  • Lecture materials or handouts
  • Articles
  • Book covers
  • Travel receipts
  • Expense reports

You may face disciplinary action for failing to complete the professional development requirement or falsifying professional development records.

If your professional development is disqualified

The board is the final authority with respect to qualifying activities and professional development credit. If an audit disqualifies the professional development you reported and results in your failing to complete the requirements, the board may require you to make up the professional development within the time period they determine.

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