Enduring Materials

CME Credit Information for Self-Study Activities

Offering an enduring material as a self-study for CME credit involves requirements, planning, and ongoing operational issues beyond those for live CME activities. Individuals considering developing enduring materials for CME credit should read through the information on this site (especially the requirements summary and the application form), then contact The Office of Continuing Medical Education and Lifelong Learning to discuss specific plans for developing an enduring material CME activity.

Requirements for Enduring Materials Used as Self-Study CME Activities (PDF) This 2 page summary provides an overview of requirements and operational issues.

OCME&LL maintains an infrastructure for on-line knowledge tests and scoring, activity evaluation, registration certificates, and participation records. For a separate fee, this on-line infrastructure can be used with educational content delivered in any enduring format. Charges depend on the extent of work involved. For further information, see the contact listing at the bottom of this page.

General Information

Holding a CME activity for which credit is designated involves three stages:

  1. Planning
  2. Application for credit designation
  3. Reporting on the activity (until credit availability ends)

Information relevant to each of these steps is presented below with links to download applicable materials.


  • For activities including non-UMHS personnel (with or without UM Personnel, the fee is $750 for designating credit for the activity plus an additional charge (based on the work involved) for recording and maintaining a record of credit each individual who receives credit
  • For activities including only UMHS personnel, no separate fee is charged. The UM Faculty Group Practice annually funds this cost.

Note: Effective July 1, 2014, applications needing a full review in ten business days or less will be charged an additional $200 rush fee.

1. Planning

Planning a self-study CME activity based on an enduring material involves several interrelated considerations:

Basic educational content

Educational Planning for A CME Activity: Linking Problems and Results (PDF) This one-page document illustrates planning terminology from ACCME that is used when completing the application for CME credit.

Planning CME Presentations that Facilitate the Translation of New Knowledge into Practice (PDF) This one-page document illustrates how to plan not only for learning, but also for that knowledge to be implemented. A limitation of self-studies is the inability for learners to interact directly with presenters/authors.

Method for learner assessment (e.g., case-based knowledge test)

Developing Test Questions and Responses for Self-Study CME Activities (PDF) This one-page overview addresses developing a case-based knowledge test and accompanying answers.

Addressing potential commercial influence

CME Disclosure Form (PDF) A completed form for each person in control of content must accompany the application. For individuals with relevant commercial relationships, the "Resolution" section at the form's bottom must be completed.

Identifying, Resolving and Disclosing Conflicts of Interest Flowchart (PDF) This tool defines conflicts of interest and outlines the steps needed to resolve and disclose properly.

Printed Disclosure Summary – Example (PDF) A printed summary of disclosures for planners and presenters is provided to the audience. This example illustrates one format that may be used. For the CME file the Faculty Planner submits a copy of the disclosure summary and documentation that it was provided.

Note: Individuals prohibited from planning or presenting educational content include:

  • Those who refuse to disclose the existence of relevant relationships with commercial interests.
  • Those who are employees or owners of a commercial interest, except in very rare instances.

Commercial support. The revised UMMS policy (effective 4/26/2018) allows commercial support* for continuing medical education (CME) under certain conditions. To designate credit for activities wishing to receive commercial support the Office of CME and Lifelong Learning requires that two important conditions are met: 

1. The Receipt of a Written Gift Agreement signed by a representative of the source of funding (the commercial interest) describing the terms, conditions, and use of all the commercial support for continuing medical education. The standard approved agreement, compliant with our Medical School’s requirements for commercial support of education, must be used. A signed written agreement must be received at least five working days before the start of the activity to allow time for review and the award of CME credit.

2.The Disclosure of Source of Support to Participants The source and nature (financial or in-kind) of all commercial support must be shared with participants before the activity begins. It is essential that participants know the source of funding to remain vigilant to biased content throughout the activity. Any perceived bias in content is reported through the activity evaluation and may lead to loss of credit.

Guidelines for Commercial Support The Office of CME and Lifelong Learning has developed guidelines (distributed with the Written Gift Agreement) to help faculty planners and others navigate the process.

Written Gift Agreement(PDF) This or a similar form is to be completed for each instance of in-kind commercial support. The Faculty Planner submits a copy of the agreement for the CME file.

Printed Acknowledgement of Commercial Support – Example (PDF) In-kind commercial support may be acknowledged in various formats, included in this example. For the CME file the Faculty Planner submits a copy of the acknowledgement and documentation that it was provided.

*Commercial support is financial or in-kind gifts/contributions from an ACCME-defined commercial interest (referred to as “Industry” in the policy) used to pay all or part of the costs of an accredited CME activity.

Methods of communicating and maintaining information

In addition to the "message," planning the self-study CME activity involves determining the methods to be used to convey information between the individuals offering the CME activity and those participating in it. Communications to be considered include how:
  • Interested learners access the enduring material
  • Learner assessment occurs
  • Learner's evaluation of the CME activity occurs
  • Certificates of participation are delivered and records of participation are maintained
Procedures for periodic reporting to OCME&LL. Procedures need to be planned for reporting:
  • Individual participation, noting physicians and non-physicians (annually or more frequently)
  • Summary evaluation information (over the period for which credit is designated or more frequently)

2. Application for credit designation

Application for Category 1 CME Credit for a Self-Study Enduring Material This online form must be completed and submitted. It contains detailed instructions. The last page of the application has a checklist of additional items that are or may be required.

Information that is required to accompany the application includes:

Drafts of promotional materials (e.g., invitation letters, brochures, flyers). Drafts of promotional materials must be approved before they can be distributed to the potential audience. They must include information about the intended ("target") audience, purpose and expected results (i.e. objectives), a description of the content , the specified accreditation and credit designation statements, and other information describing the self-study activity, as appropriate. Examples of promotional materials include:
If the activity is jointly provided with a group outside UMHS:

3. Reporting on the activity (until credit availability ends)

Records of individual participation and summaries of activity evaluations are to be submitted to OCME&LL.

Address questions and submit applications and other materials to:

Julie ReBeau, Program Manager
Office of Continuing Medical Education and Lifelong Learning
2800 Plymouth Rd, Building 400
Ann Arbor, Michigan 48109-2800
Phone: 734-647-8784
Email: juliwils@umich.edu