SFCP has updated our Program Request Form (PRF) on 01/06/2020.  The changes include the needs to identify the professional practice gaps, and we provide a reference on how to write learning objectives.

Overview of Program Planning at SFCP

Information regarding Program Request Forms and Disclosure Form Procedures
Procedures for Resolving Conflicts of Interest
Verbal Disclosure Needed Before Programs
Compliance criteria for
Continuing Medical Education (CME)
Continuing Education (APA)

Dear Committee Chairs, Committee Members, and Program Developers,

The Institute of Medical Quality and the American Psychological Association, the agencies that accredit us to provide Continuing Medical Education (CME), and Continuing Education (CE), require us to have program request forms (PRF) and disclosure forms collected six weeks in advance of any program sponsored by SFCP that offers CME or CE credits.

The PRF describes the program and the desired outcomes, stated in the form of objectives that can be measured. The Disclosure Forms demonstrate whether or not a Conflict of Interest (COI) exists for the Presenter(s)/Discussant(s)/Moderator(s)/Faculty that involves a Relative Financial Relationship (RFR) to the content being presented. We are not able to collect any disclosure forms the day of a presentation.

The overview of the steps in organizing a program are as follows:

  1. Complete a program request form (PRF) on the SFCP website, six weeks in advance of the program being planned. Include the email addresses of the presenter(s)/discussant(s)/ moderator(s)/Faculty on the PRF. Send the PRF to [email protected] The PRF will be sent to Terry Shulman, who will review the program and provide necessary feedback, if needed. When she approves the program, we are allowed to advertise that the program will offer CME and CE credits. Programs without approval of the PRF cannot be advertised as offering CME or CE credits. There is a charge for CME and CE credits for staff time in processing.
  2. SFCP staff will send the Disclosure Form for potential Conflicts of Interest (COI) to your presenter(s)/discussant(s)/moderator(s)/Faculty. They must sign and date the disclosure form attesting to whether they or their spouse has any Relative Financial Relationships (RFR) that might present a conflict of interest related to the material they will present at SFCP. This does not refer to Honoria. They are asked to sign the disclosure letter with an electronic signature and send it to the Office at [email protected].
  3. All Committee chairs and committee members involved in the planning of content for any program at SFCP will be asked to sign a Disclosure Form once every 12 months. The Disclosure Forms will be sent to Committees each year in late August. All members and Chairs must sign that there is or is not a conflict of interest with content being planned.
  4. It is the Program Developers and Committee Chairs responsibility to make sure that these documents are completed in the time frame needed for our accrediting agencies.

Further, if a (COI) is found for any committee members, program developers, committee chairs, presenters, discussants, moderators, or faculty, the following procedure will be followed:

The office will notify the Chair of the CME Committee. The Chair of the program planning committee and the CME Chair will resolve the problem by providing additional information in the presentation that offers competing evidence for another point of view or by changing the topic. Any conflict of interest that cannot be resolved will result in cancellation of the program.

Lastly, if a statement about disclosure of conflicts of interest has not been made on the webpage advertising a program, then before any presentation, the moderator must announce whether or not a conflict of interest exists for the presenter and/or moderator or anyone who had a hand in the content of the program, and what the nature of the conflict is. The form confirming that this statement has been made to the audience must be signed and returned to the office. Thank you all in advance for your involvement in making this process work for us.

Warm regards,
Meryl Botkin, PhD
Chair, Membership Division and Interim Chair, CME/CE Committee


For Study Groups:

  1. You must submit a PRF each year outlining the exact dates of when the meetings will take place and where.
  2. Carefully and thoughtfully fill out the objectives of the study group.
  3. You must state and include a didactic portion to the study group. Credit can no longer be issued for “discussion” only. In other words, a study group must be like a class where the participants gain “quantifiable” information that they can exhibit and attest to in their evaluations.


Click here to download the Program Request Form (Microsoft Word document) →