A new year brings a clean state, making it the ideal time for licensed professionals to plan how they will manage and complete their continuing education (CE). Getting organized early helps avoid last-minute stress, builds confidence throughout the year, and ensures you always know where you stand with your CE requirements. Rather than waiting until renewal season and feeling that last minute pressure, use January to review your CE status, confirm active licenses and 2026 renewal dates, and get on top of your requirements. Starting with a clean, organized foundation will set the tone for the entire year.
Getting organized doesn’t have to be complicated. With the right system, you can add your licenses, search for courses that meet your requirements, and begin tracking CE quickly and easily. When your CE is managed in one place, peace of mind comes naturally. Instead of guessing or searching through files, you’ll always know your CE compliance status and are prepared if your board or employer requests further documentation.
Propelus CE Broker® is here to help. That’s why we’ve developed this Continuing education compliance checklist designed to simplify the steps required to manage your CE with confidence. Use it to determine where you are today, identify gaps, and create a plan that keeps you on track throughout the year. Download and personalize the checklist here to get started.
CE Checklist
Start of year: Create your plan
- Build your plan; confirm your active licenses and renewal dates
- If your employer offers a CE stipend, verify when it resets so you can maximize your out-of-pocket savings
- Review CE requirements by license and state
- Set up your free CE Broker account
- Plan for conferences or other interesting and relevant opportunities for CEUs
- Identify courses that meet your CE requirements - the CE Broker course search helps you quickly find approved options tailored to your license and state.
Quarterly: Stay on track
- Review progress towards CE requirements - CE Broker provides a permanent record of all CE completed and reported toward your license, both on and off the platform.
- Confirm completed courses are recorded and reported correctly - CE Broker takes care of that for you!
- Centralize your documentation by uploading certificates for CE taken outside of CE Broker
- Adjust your CE plan if requirements or goals change
Pre-renewal: Final review
- Confirm all required CE is complete
- Double-check credit totals and categories
- Ensure all documentation is uploaded and accurate
- Report CE to the appropriate board(s) - many courses on CE Broker will do this for you!
- Retain records for audit readiness and proof
Planning at the beginning of the year will pay off all year long. CE Broker has the tools you need to begin your CE tracking, get ahead early, and move forward with your renewal, confidently. Start the new year organized, proactive, and on top of your CE.