193A—10.2 (542) Definitions. The following definitions shall be applicable to the rules of this chapter.
“Continuing professional education (CPE)” means education that is acquired by a licensee in order to maintain, improve, or expand skills and knowledge present at initial licensure or to develop new and relevant skills and knowledge.
“Firm meeting” means a formally arranged gathering/assembly of staff or management groups or both to inform them of administrative matters.
“Formal program” means a structured learning activity based on clearly defined learning objectives and outcomes that articulate achievable knowledge, skills and abilities.
“In-house or on-site training” means a formally organized professional educational program sponsored by the employer.
“Live instruction” means an educational program delivered in a classroom setting or through videoconferencing whereby the instructor and student carry out essential tasks while together. Examples include distance learning and Webcasts.
“Nontechnical professional skills” means formal programs of learning which contribute to the professional competence of a certificate holder or license holder in fields of study that indirectly relate to the holder’s field of business. “Nontechnical professional skills” includes, but is not limited to, the following programs or courses:
	  1. 	 Communication;
	  2. 	 Interpersonal management;
	  3. 	 Leadership and personal development;
	  4. 	 Client and public relations;
	  5. 	 Practice development;
	  6. 	 Marketing;
	  7. 	 Motivational and behavioral; and
	  8. 	 Speed reading and memory building.
“Qualified instructor” means an individual whose training and experience adequately prepares the individual to carry out specified training assignments.
“Self-study” means a computer-generated program, such as CD-ROM, or written materials or exercises intended for self-study which do not include simultaneous interaction with an instructor but do include tests transmitted to the provider for review and grading.
“Technical professional skills” means formal programs of learning which contribute to the professional competence of a certificate holder or license holder in fields of study that directly relate to the holder’s field of business. “Technical professional skills” includes, but is not limited to, the following programs or courses:
	  1. 	 Auditing standards or procedures;
	  2. 	 Compilation and review of financial statements;
	  3. 	 Financial statement preparation and disclosures;
	  4. 	 Attestation standards and procedures;
	  5. 	 Projection and forecast standards or procedures;
	  6. 	 Accounting and auditing;
	  7. 	 Management advisory services;
	  8. 	 Personal financial planning;
	  9. 	 Taxation;
	  10. 	 Management information systems;
	  11. 	 Budgeting and cost analysis;
	  12. 	 Asset management;
	  13. 	 Professional ethics;
	  14. 	 Specialized areas of industry;
	  15. 	 Human resource management;
	  16. 	 Economics;
	  17. 	 Business law;
	  18. 	 Mathematics, statistics and quantitative applications in business;
	  19. 	 Business management and organization;
	  20. 	 General computer skills, computer software training, information technology planning and management;
	  21. 	 Operations management, inventory, and production; and
	  22. 	 Negotiation or dispute resolution.
[ARC 9002B, IAB 8/11/10, effective 1/1/11]