• AAFP Credit Eligibility Requirements 

    Credit System and Compliance staff review all applications submitted for AAFP CME credit in accordance with the AAFP Credit System’s eligibility requirements outlined below.

    View our Decision Tree document to understand how staff come to credit determination decisions. CME provider organizations are encouraged to use this tool if there is uncertainty about whether a topic is eligible for AAFP CME credit.

    AAFP Eligibility Requirements

    1. The CME activity must be relevant to the scope of family medicine and comply with the Prescribed or Elective credit definitions.

    PRESCRIBED: The CME activity must be primarily designed for physicians and have an AAFP Active or Life member directly involved in the planning of the activity to ensure the relevance of the content to the specialty of family medicine.

    ELECTIVE: The CME activity may be primarily designed for health care professionals other than physicians. Direct involvement of an AAFP Active or Life member in the planning of the activity is not required. 

    2. The CME activity must fully comply with the ACCME Standards for Integrity and Independence in Accredited Continuing Education.

    3. The CME activity must:

    a. Be based on the educational needs of learners based on their professional practice gaps,
    b. Address one or more ACGME/ABMS core competencies,
    c. Engage learners in the education as appropriate, and
    d. Define and evaluate the learner’s achieved outcome level.

    4. All topics must have learning objectives that state what the learner is intended to be able to do upon completion of the education. 

    5. Clinical topics must be: 

    a. Evidence-based and/or customary and generally accepted (CGA), OR,
    b. If some or all the content is not evidence-based or CGA,

    i. It must not appear to the COCPD to be dangerous or ineffective.
    ii. In this case, content must:

    1. Offer a balanced explanation of potential benefits and risks, AND,
    2. Be presented in a manner that is intended to inform the physician rather than train the physician in the practical application of the content. 

    6. Non-clinical topics must adhere to one or more of the following and eligibility must be evident within the learning objectives:

    a. Have a direct bearing on a physician’s ability to deliver patient care
    b. Assist physicians in carrying out their professional responsibilities more effectively and efficiently
    c. Directly support the profession of family medicine

    Please note topics for the physicians’ personal benefit (personal financial planning, practicing yoga, etc.) are not eligible for AAFP CME credit. 

    Functional Medicine Topics:

    • Eligible activities and sessions for credit: limited to those that provide the clinician with an overview or scope of Functional Medicine and the techniques that Functional Medicine practitioners use so that the clinician can educate patients who inquire about Functional Medicine. (Examples may include introducing the topic of Functional Medicine or explaining the Functional Medicine matrix).

    • Ineligible activities and sessions for credit: those that teach the clinician how to do various techniques, modalities, or applications of Functional Medicine that practitioners may implement in their clinical practices. (Examples may include teaching how to treat patients using various Functional Medicine modalities or applying Functional Medicine to clinical practice). 

    The Commission on Continuing Professional Development (COCPD)

    The Commission on Continuing Professional Development (COCPD) is charged with exercising its professional judgment in the interpretation and application of the AAFP CME Credit System Eligibility Requirements in order to ensure that AAFP CME credit is awarded to activities that are appropriate for AAFP members. The COCPD has the authority to deny any activity or portion of an activity that does not appear to align with the intentions of the requirements.

    Previous CME credit determination decisions do not influence current application reviews. This is in part because rules change and evolve over time, along with the CME environment. Prior CME credit approvals are not a guarantee that future applications or sessions will be approved.

    ACCME Standards for Integrity and Independence in Accredited Continuing Education

    Terms used for the first time are written in orange italics, followed by the definition for the term.


    The ACCME is committed to ensuring that accredited continuing education (1) presents learners with only accurate, balanced, scientifically justified recommendations, and (2) protects learners from promotion, marketing, and commercial bias. To that end, the ACCME has established the following guidance on the types of organizations that may be eligible to be accredited. 

    Types of Organizations That May Be Accredited

    Organizations eligible to be accredited (eligible organizations) are those whose mission and function are: (1) providing clinical services directly to patients; or (2) the education of healthcare professionals; or (3) serving as fiduciary to patients, the public, or population health; and other organizations that are not otherwise ineligible. Examples of such organizations include:

    • Ambulatory procedure centers
    • Blood banks
    • Diagnostic labs that do not sell proprietary products
    • Electronic health records companies
    • Government or military agencies
    • Group medical practices
    • Health law firms
    • Health profession membership organizations
    • Hospitals or healthcare delivery systems
    • Infusion centers
    • Insurance or managed care companies
    • Nursing homes
    • Pharmacies that do not manufacture proprietary compounds
    • Publishing or education companies
    • Rehabilitation centers
    • Schools of medicine or health science universities
    • Software or game developers

    Types of Organizations That Cannot Be Accredited

    Companies that are ineligible to be accredited (ineligible companies) are those whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients. Examples of such organizations include:

    • Advertising, marketing, or communication firms whose clients are ineligible companies
    • Bio-medical startups that have begun a governmental regulatory approval process
    • Compounding pharmacies that manufacture proprietary compounds
    • Device manufacturers or distributors
    • Diagnostic labs that sell proprietary products
    • Growers, distributors, manufacturers or sellers of medical foods and dietary supplements
    • Manufacturers of health-related wearable products
    • Pharmaceutical companies or distributors
    • Pharmacy benefit managers
    • Reagent manufacturers or sellers

    Owners and Employees of Ineligible Companies

    The owners and employees of ineligible companies are considered to have unresolvable financial relationships and must be excluded from participating as planners or faculty, and must not be allowed to influence or control any aspect of the planning, delivery, or evaluation of accredited continuing education, except in the limited circumstances outlined in Standard 3.2.

    Owners and employees are individuals who have a legal duty to act in the company's best interests. Owners are defined as individuals who have an ownership interest in a company, except for stockholders of publicly traded companies, or holders of shares through a pension or mutual fund. Employees are defined as individuals hired to work for another person or business (the employer) for compensation and who are subject to the employer's direction as to the details of how to perform the job.

    Ineligible companies are prohibited from engaging in joint providership with accredited providers. Joint providership enables accredited providers to work with nonaccredited eligible organizations to deliver accredited education.

    Eligibility for accreditation is based on the characteristics of the organization seeking accreditation and, if applicable, any parent company. Subsidiaries of an ineligible parent company cannot be accredited regardless of steps taken to firewall the subsidiaries. If an eligible parent company has an ineligible subsidiary, the owners and employees of the ineligible subsidiary must be excluded from accredited continuing education except in the limited circumstances outlined in Standard 3.2.

    Standard 1: Ensure Content is Valid

    Standard 1 applies to all accredited continuing education.

    Accredited providers are responsible for ensuring that their education is fair and balanced and that any clinical content presented supports safe, effective patient care.

    1. All recommendations for patient care in accredited continuing education must be based on current science, evidence, and clinical reasoning, while giving a fair and balanced view of diagnostic and therapeutic options.
    2. All scientific research referred to, reported, or used in accredited education in support or justification of a patient care recommendation must conform to the generally accepted standards of experimental design, data collection, analysis, and interpretation.
    3. Although accredited continuing education is an appropriate place to discuss, debate, and explore new and evolving topics, these areas need to be clearly identified as such within the program and individual presentations. It is the responsibility of accredited providers to facilitate engagement with these topics without advocating for, or promoting, practices that are not, or not yet, adequately based on current science, evidence, and clinical reasoning.
    4. Organizations cannot be accredited if they advocate for unscientific approaches to diagnosis or therapy, or if their education promotes recommendations, treatment, or manners of practicing healthcare that are determined to have risks or dangers that outweigh the benefits or are known to be ineffective in the treatment of patients.

    Standard 2: Prevent Commercial Bias and Marketing in Accredited Continuing Education

    Standard 2 applies to all accredited continuing education.

    Accredited continuing education must protect learners from commercial bias and marketing.

    1. The accredited provider must ensure that all decisions related to the planning, faculty selection, delivery, and evaluation of accredited education are made without any influence or involvement from the owners and employees of an ineligible company.
    2. Accredited education must be free of marketing or sales of products or services. Faculty must not actively promote or sell products or services that serve their professional or financial interests during accredited education.
    3. The accredited provider must not share the names or contact information of learners with any ineligible company or its agents without the explicit consent of the individual learner.

    Standard 3: Identify, Mitigate, and Disclose Relevant Financial Relationships

    Standard 3 applies to all accredited continuing education.

    Many healthcare professionals have financial relationships with ineligible companies. These relationships must not be allowed to influence accredited continuing education. The accredited provider is responsible for identifying relevant financial relationships between individuals in control of educational content and ineligible companies and managing these to ensure they do not introduce commercial bias into the education. Financial relationships of any dollar amount are defined as relevant if the educational content is related to the business lines or products of the ineligible company.

    Accredited providers must take the following steps when developing accredited continuing education. Exceptions are listed at the end of Standard 3.

    1. Collect information: Collect information from all planners, faculty, and others in control of educational content about all their financial relationships with ineligible companies within the prior 24 months. There is no minimum financial threshold; individuals must disclose all financial relationships, regardless of the amount, with ineligible companies. Individuals must disclose regardless of their view of the relevance of the relationship to the education.

    Disclosure information must include:

    a. The name of the ineligible company with which the person has a financial relationship.
    b. The nature of the financial relationship. Examples of financial relationships include employee, researcher, consultant, advisor, speaker, independent contractor (including contracted research), royalties or patent beneficiary, executive role, and ownership interest. Individual stocks and stock options should be disclosed; diversified mutual funds do not need to be disclosed. Research funding from ineligible companies should be disclosed by the principal or named investigator even if that individual’s institution receives the research grant and manages the funds.

    2. Exclude owners or employees of ineligible companies: Review the information about financial relationships to identify individuals who are owners or employees of ineligible companies. These individuals must be excluded from controlling content or participating as planners or faculty in accredited education. There are three exceptions to this exclusion—employees of ineligible companies can participate as planners or faculty in these specific situations:

    a. When the content of the activity is not related to the business lines or products of their employer/company.
    b. When the content of the accredited activity is limited to basic science research, such as pre-clinical research and drug discovery, or the methodologies of research, and they do not make care recommendations.
    c. When they are participating as technicians to teach the safe and proper use of medical devices, and do not recommend whether or when a device is used.

    3. Identify relevant financial relationships: Review the information about financial relationships to determine which relationships are relevant. Financial relationships are relevant if the educational content an individual can control is related to the business lines or products of the ineligible company.

    4. Mitigate relevant financial relationships: Take steps to prevent all those with relevant financial relationships from inserting commercial bias into content.

    a. Mitigate relationships prior to the individuals assuming their roles. Take steps appropriate to the role of the individual. For example, steps for planners will likely be different than for faculty and would occur before planning begins.
    b. Document the steps taken to mitigate relevant financial relationships.

    5. Disclose all relevant financial relationships to learners: Disclosure to learners must include each of the following:

    a. The names of the individuals with relevant financial relationships.
    b. The names of the ineligible companies with which they have relationships.
    c. The nature of the relationships.
    d. A statement that all relevant financial relationships have been mitigated.

    Identify ineligible companies by their name only. Disclosure to learners must not include ineligible companies’ corporate or product logos, trade names, or product group messages.
    Disclose absence of relevant financial relationships. Inform learners about planners, faculty, and others in control of content (either individually or as a group) with no relevant financial relationships with ineligible companies.
    Learners must receive disclosure information, in a format that can be verified at the time of accreditation, before engaging with the accredited education.

    Exceptions: Accredited providers do not need to identify, mitigate, or disclose relevant financial relationships for any of the following activities:

    1. Accredited education that is non-clinical, such as leadership or communication skills training.
    2. Accredited education where the learner group is in control of content, such as a spontaneous case conversation among peers.
    3. Accredited self-directed education where the learner controls their educational goals and reports on changes that resulted, such as learning from teaching, remediation, or a personal development plan. When accredited providers serve as a source of information for the self-directed learner, they should direct learners only to resources and methods for learning that are not controlled by ineligible companies.

    Standard 4: Manage Commercial Support Appropriately

    Standard 4 applies only to accredited continuing education that receives financial
    or in-kind support from ineligible companies.

    Accredited providers that choose to accept commercial support (defined as financial or in-kind support from ineligible companies) are responsible for ensuring that the education remains independent of the ineligible company and that the support does not result in commercial bias or commercial influence in the education. The support does not establish a financial relationship between the ineligible company and planners, faculty, and others in control of content of the education.

    1. Decision-making and disbursement: The accredited provider must make all decisions regarding the receipt and disbursement of the commercial support.

    a. Ineligible companies must not pay directly for any of the expenses related to the education or the learners.
    b. The accredited provider may use commercial support to fund honoraria or travel expenses of planners, faculty, and others in control of content for those roles only.
    c. The accredited provider must not use commercial support to pay for travel, lodging, honoraria, or personal expenses for individual learners or groups of learners in accredited education.
    d. The accredited provider may use commercial support to defray or eliminate the cost of the education for all learners.

    2. Agreement: The terms, conditions, and purposes of the commercial support must be documented in an agreement between the ineligible company and the accredited provider. The agreement must be executed prior to the start of the accredited education. An accredited provider can sign onto an existing agreement between an accredited provider and a commercial supporter by indicating its acceptance of the terms, conditions, and amount of commercial support it will receive.

    3. Accountability: The accredited provider must keep a record of the amount or kind of commercial support received and how it was used, and must produce that accounting, upon request, by the accrediting body or by the ineligible company that provided the commercial support.

    4. Disclosure to learners: The accredited provider must disclose to the learners the name(s) of the ineligible company(ies) that gave the commercial support, and the nature of the support if it was in-kind, prior to the learners engaging in the education. Disclosure must not include the ineligible companies’ corporate or product logos, trade names, or product group messages.

    Standard 5: Manage Ancillary Activities Offered in Conjunction with Accredited Continuing Education

    Standard 5 applies only when there is marketing by ineligible companies or nonaccredited
    education associated with the accredited continuing education.

    Accredited providers are responsible for ensuring that education is separate from marketing by ineligible companies—including advertising, sales, exhibits, and promotion—and from nonaccredited education offered in conjunction with accredited continuing education.

    1. Arrangements to allow ineligible companies to market or exhibit in association with accredited education must not:

    a. Influence any decisions related to the planning, delivery, and evaluation of the education.
    b. Interfere with the presentation of the education.
    c. Be a condition of the provision of financial or in-kind support from ineligible companies for the education.

    2. The accredited provider must ensure that learners can easily distinguish between accredited education and other activities.

    a. Live continuing education activities: Marketing, exhibits, and nonaccredited education developed by or with influence from an ineligible company or with planners or faculty with unmitigated financial relationships must not occur in the educational space within 30 minutes before or after an accredited education activity. Activities that are part of the event but are not accredited for continuing education must be clearly labeled and communicated as such.
    b. Print, online, or digital continuing education activities: Learners must not be presented with marketing while engaged in the accredited education activity. Learners must be able to engage with the accredited education without having to click through, watch, listen to, or be presented with product promotion or product-specific advertisement.
    c. Educational materials that are part of accredited education (such as slides, abstracts, handouts, evaluation mechanisms, or disclosure information) must not contain any marketing produced by or for an ineligible company, including corporate or product logos, trade names, or product group messages.
    d. Information distributed about accredited education that does not include educational content, such as schedules and logistical information, may include marketing by or for an ineligible company.

    3. Ineligible companies may not provide access to, or distribute, accredited education to learners.

    © 2020 by the ACCME®


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