# Plan continuing education to keep professional licenses current

A license-by-license plan to track and meet continuing education requirements for CPAs, engineers, and architects at my firm.

- Topic: Learning & Teaching
- Framework: Few-Shot
- Level: Advanced
- Tags: Analyze, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/plan-continuing-education-to-keep-professional-licenses-current

## Prompt

```text
Help me plan continuing education for the licensed professionals at my firm so no one falls out of compliance.

**License types held:** [e.g. "CPA", "Professional Engineer (PE)", "registered architect", "professional association membership requiring learning units"]
**Jurisdictions:** [states or countries where each person is licensed - many hold several]
**Staff list:** [name or ID, licenses, jurisdictions, renewal dates, hours earned so far this cycle]
**Requirements I've confirmed:** [PASTE - total hours, cycle length, required subjects such as ethics, regulatory review, health-safety-welfare, or technical hours, carryover rules]
**Firm priorities for skills:** [e.g. "new lease standard", "data analytics", "mass timber design", "AI tools"]
**Budget and format preferences:** [in-house sessions, webinars, conferences, self-study]

Produce:
1. A tracker table: person | license | jurisdiction | cycle end | hours required | hours earned | required subject hours still needed | at risk (Y/N).
2. A list of people at risk in the next 6 months, ordered by deadline.
3. A firm-wide learning calendar that covers common requirements (such as ethics) through group sessions to save cost, and maps firm skill priorities to eligible courses.
4. Rules for documentation: certificates, attendance records, and how long to keep them in case of a licensing board audit.
5. Tips for people licensed in multiple jurisdictions, such as courses that count in more than one place.

Only use requirements I've confirmed; anything I haven't confirmed should be marked [CHECK WITH LICENSING BOARD] - do not fill in hour requirements from memory, as they vary by jurisdiction and change often.
```

## What to fill in

- in-house sessions, webinars, conferences, self-study
- CHECK WITH LICENSING BOARD

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