Are accredited providers required to supply a list of participants to commercial supporters?

They are not required to do so.  However, if a provider elects to do this, consent from each individual learner must be obtained first, per Standard 2.3.

compass

Weekly Compliance Tip

How do we mitigate a planner’s financial relationships with ineligible companies?

Institute a process and documentation to demonstrate that the planning team … More >

Contact

Phone: (303) 557-0859
E-mail: inquire@aoeconsulting.com
AOE Consulting, LLC
8156-E S. Wadsworth Blvd.
Suite 198
Littleton, CO 80128