Streamline Tri-Annual Recertification—Second Quarter 2025

Litigation Forensics and Valuation Credentialing Boards Vote Unanimously to Streamline Tri-Annual Recertification

Brien K. Jones
Chief Operations Officer and Executive Vice President of Business Development



Simply Attest!
Newly instituted for 2025 and beyond, NACVA credential holders only need to attest to having completed 60 hours of Applicable CPEwithin their reporting cycle to comply with tri-annual recertification.

Applicable CPE qualifies for having earned credit from courses taken that relate to business valuation, financial litigation/financial forensics, forensic accounting, financial statement analysis, gift and estate planning, professional standards, exit planning, accounting, finance, economics, tax, audit, M&A, fraud, transaction advisory services, healthcare valuation, and ethics.

CPE Earned to Renew CPA Licenses Complies with NACVA Applicable CPE
Credential holders with an active CPA license for the recertification reporting period can attest to that CPE earned to count towards NACVA recertification. 
  
CPE Records Retention in Case of Audit
Though reporting courses taken and CPE hours earned are no longer required, NACVA recommends tracking this information in personal records. Records must be retained for three years following the reporting cycle; thus, given a three-year reporting cycle, records must be retained for up to a total of six years until the following reporting cycle due date. A certain number of members/credentialed designees will be subject to a random audit annually, where they will be required to substantiate CPE taken during their reporting cycle. If selected for audit, the credential holder must respond within 30 days to provide documentation, the actual certificates of attendance, for the CPE hours attested to when Tri-Annual Recertification was completed. Failure to comply could result in Imposed Inactive Status.

Important Note: NACVA does not intake, track, or maintain CPE records for courses/programs offered from training providers outside of NACVA/CTI.

Bonus Points Discontinued but Tri-Annual Recertification Fee Reduction Remains Intact through NACVA Recommended Courses
Designees will continue to receive a tri-annual recertification fee reduction or full waiver for completion of NACVA Recommended Courses, but bonus points will no longer be issued.
 
 
Recommended Courses
Recommended Courses reinforce core business valuation and financial litigation theory, methodologies, and practice, keep attendees well-rounded in the performance of business valuation and financial litigation services, increase awareness of industry developments, and provide practitioner-centric training that leads to, or contributes to, the enhanced quality of your work product. They are conveniently offered through in-person, virtual, and self-study delivery methods throughout the year.

For each Recommended Course completed, designees will receive $200 credit to offset the tri-annual recertification fee.

• Completing one Recommended Course waives $200 off the tri-annual recertification fee.
• Completing two Recommended Courses waives the full $400 tri-annual recertification fee.

Tri-annual recertification fee waiver(s) are only awarded once in a tri-annual recertification compliance cycle. However, if the courses are taken more than once in a cycle, the CPE awarded each time is included. The Recommended Courses include:

• Around the Valuation World | A minimum of 12 hours is required that can be earned from a combination of the live monthly webcasts and, during the subscription term, from exclusive access to the AVW archives and completing CPE quizzes.
• Around the Valuation World International | A minimum of 12 hours is required that can be earned from a combination of the live monthly webcasts and, during the subscription term, from exclusive access to the AVW archives and completing CPE quizzes. AVW International does not waive any portion of the recertification fee for members/credentialed designees associated with a GACVA Chapter.
• Case Analysis in Person (CAP) and Case Analysis by Webinar (CAW)
• Current Update in Valuations (CUV)
• Industry Standards and Ethics
• Litigation Report Writing Workshop
• Report Writing: Review and Analysis
• Financial Litigation Expert Boot Camp

CPE Credit for Collegiate Experience Approved
NACVA may allow six hours of CPE credit towards fulfilling its recertification requirements for each college course taken (undergraduate, graduate, semester, quarter), and for which a passing grade was received, during the three-year recertification cycle so long as the course curriculum is of a nature that is “related or applicable to” the fields of business valuation or financial forensics. Transcripts and syllabi must be retained in your files as proof of such attendance, relevance, and showing a passing grade of C or higher. 

Tri-Annual Fees and Attestation Form Still Apply
Tri-annual recertification fees still apply but can be reduced or waived as discussed above. Completing and submitting the Recertification Attestation Form is also required. 

  
Updated Digital Credential Certificate(s) Issued Upon Full Compliance to Recertification
Credential certificates are updated and issued digitally to credential designees after they fully complete recertification requirements. This is in accordance with protocols for our credential accreditationthrough the ANSI National Accreditation Board (ANAB) and/or the National Commission for Certifying Agencies (NCCA). Updated digital certificate(s) denote the expiration date on the certificate(s) to December 31 of the next recertification due date and are reissued tri-annually for every recertification cycle completed.

“The updated policies reflect NACVA’s intent to streamline the recertification process and enhance the clarity and efficiency of credential maintenance for certificants.The revised definition of 'Applicable CPE' and the removal of the bonus point system appear to provide a more straightforward framework for certificants,” stated Liz Dombrowski, ICE-CCP, in the confirmation letter sent to NACVA acknowledging the updated recertification policies. Dombrowski is a Manager of Accreditation Services for NCCA, the accrediting body of the Institute for Credentialing Excellence (ICE), formerly known as the National Organization for Competency Assurance (NOCA).
 
Accreditation Matters
NACVA's CVA designation is the only valuation credential accredited by the NCCA.
The CVA is also accredited by ANAB. Dual accreditation places the CVA in an elite group of only a few thousand credentials worldwide that have received either the NCCA or ANAB accreditation. Only four credentials in the world hold both the NCCA and ANAB accreditations.
NACVA's MAFFdesignation is the only financial forensics credential accredited by NCCA.