Policies and Procedures

Continuing Education Administrative Policies and Procedures
Preferred Systems, Inc.

Preferred Systems, Inc. specializes in facilitating continuing education, training, behavioral health and violence prevention programs, and minority recruitment services, to government agencies, businesses, and professional organizations.     

Presenters must have knowledge and expertise in the content area and take an active part in planning their presentations.

Presenters have documented qualifications that demonstrate their education and experience in the content area they are presenting. Expertise in subject matter is evaluated based on education, professional achievements and credentials, work
experience, honors, awards, professional publications, etc. Presenters participate in planning, and there is documentation of involvement in the planning of their own presentations.

An active role in planning an activity can range from the development of objectives, content outline, or teaching methods to providing input in these areas. The activity and teaching/learning materials are prepared by the presenter or prepared by the planners with input from the presenters.

Disclosure and Resolution of Personal Conflicts of Interest Policy

Having planners and presenters with relevant financial relationships or affiliations with a commercial company does not preclude involvement in a continuing education activity; however, the relationships, or lack of, must be made known to the learners in advance and in accordance with Preferred Systems, Inc. and its Continuing Education guidelines.

A relevant financial relationship is a relationship in which the individual benefits by receiving a salary, royalty, intellectual property rights, consulting fee, honoraria, ownership interest, or other financial benefit.  Financial relationships can also include “contracted research” where the institution gets the grant and manages the funds and the individual is the principal or named investigator on the grant. Preferred Systems, Inc. considers relationships of the person involved in the activity to include financial relationships of a family member.  Preferred Systems, Inc.  also considers financial relationships in any amount occurring within the past 12 months as relevant in terms of creating a conflict of interest. All financial relationships, or lack of, must be disclosed to the learners for twelve months following initiation of the relationship.

If a conflict arises as a result of the financial relationship, disclosure statements must be obtained from ALL planners and presenters to identify and resolve any potentially biasing relevant financial relationships on the part of those who have an impact on the content of the education activity. Planners or presenters who do not provide disclosure statements may not participate in the activity.

When a relevant financial relationship is identified, the provider must inform participants of the following:
Disclosure of information about provider and faculty relationships must be disclosed to participants either verbally or in writing prior to the program. The source of all support from entities with commercial interests must be disclosed to learners prior to the beginning of the educational activity. When commercial support is other than monetary support, the nature of the support must also be disclosed to learners.
Target Audience and Needs Assessment

The activity is developed in response to educational needs of potential participants. Activities are planned and implemented based on identified needs of the target audience. Educational needs include general professional issues, specific practice problems, or issues related to future trends in practice.

Data gathering for a needs assessment may include asking attendees what their needs are, analyzing the specific identified attendee population and specific professional requirements, and reviewing professional literature. Characteristics of potential learners are also considered in planning the activity.

The method/process used to identify target audience and determine needs is documented.

Education Design Documentation


Educational objectives are written, measurable statements; objectives describe the knowledge, skills and/or attitude changes that should occur upon successful completion of the activity. Determination of the objectives is a collaborative activity between planners and presenters. The objectives are derived from the overall purpose/goal of the activity.

Learner-oriented outcomes are expressed in measurable terms, identified observable actions. Each objective has corresponding content.


Content is related to and is consistent with the activity objectives and each objective has corresponding content.

Each objective has written content that is directly related to that objective. Subject matter relates to each objective. 
This outline provides information on the material that will be presented to support the intended outcome and facilitate learner achievement of the objectives.

Course Update

All courses provided by Preferred Systems, Inc. are updated in accordance to the established policies by the appropriate certification/accreditation authority.  Technical courses are updated on a yearly basis.

Non-technical courses every two years or sooner depending upon our renew committee requiring updates as identified by our course offering committee which meets bi-annually to review upcoming identified programs.

Technical/Learning Strategies

Teaching/learning strategies are congruent with content presented and support attainment of the educational objectives. Appropriate resources, materials, and delivery are to be used.

Course Evaluation Policy

Preferred Systems, Inc. will conduct a sponsor and course evaluation at the conclusion of each course. Each evaluation will address the following areas:
Evaluations will be provided to the specific accreditation/certification authority upon request.

Preferred Systems, Inc. encourages the prompt and open exchange, for others' scholarly use, of software, firmware and
biological material resulting from research.
Preferred Systems, Inc. Grievance Policy

Preferred Systems, Inc. takes any and all complaints concerning its educational offerings seriously, wanting to provide the highest quality of educational offerings possible.  
  1. Notify the program instructor or program monitor of one’s concern.
  2. If the concern is not addressed satisfactory to the complainant, the participant is then required to address in writing their concerns to the Director of Education who will review the concern and respond to the participant in writing.
  3. The President of Preferred Systems, Inc. will review all complaints at this level.
Cost and Refund Policy for Courses with Fees Associated

Live Programs – Webinars

‍‍A cancellation request must be received 24 hours prior to the start of a class in order to be eligible for a refund. If the cancellation request is not received within a period of 24 hours or more prior to the start of the class, a refund will not be issued. In the event a course is cancelled, you will be given the option to attend the rescheduled class (if applicable) or receive a full refund.

Self-Study and Internet Courses

No refund will be made for online self-study courses, except in cases where attendees are unable to access or complete an online course due to technical difficulties originating from the Preferred Systems, Inc. website or servers. To request a refund, attendees must send a written request prior to taking the online self-study course.
Cancellation Policy

Preferred Systems will cancel any program that does not have enough participants to offer a viable course. Preferred Systems, Inc. will call all pre-registered participants one week prior to the date of offering.  We will also place any program cancellation notifications on our web site – www.preferrededucation.com.  Should weather be a contributing factor for calculation, all local news formats will be notified when determination of cancellation occurs as well as notification will be listed on our website www.preferrededucation.com
Attendance Policy

Attendance during the entirety of the course is mandatory in order to earn the approved amount of CEUs. Sign in and out each day to verify attendance. Presentation of picture identification is required to sign in and out. No exceptions can be made to this policy.
Grading Policy

Live Programs – Webinars
Grading is determined on a pass/fail basis depending on attendance and class participation.

Self-Study and Internet Courses
Pass score is 70% or more except for Social Worker Continuing Education Credits which is 80% or more.
Confidentiality Policy

It is the policy of Preferred Systems, Inc. to ensure that the operations, activities and business affairs of the Company and our clients are kept confidential to the greatest possible extent. If, during the course of their employment employees acquire confidential or proprietary information about Preferred Systems, Inc. and its clients, such information is to be handled in strict confidence and not to be discussed with outsiders. Employees are also responsible for the internal security of such information.

Employees found to be violating this policy are subject to disciplinary action, up to and including termination, and may also be subject to civil and/or criminal penalties for violation.

All test materials, exams, answer keys, student answers, and other course related material are kept under lock and key within the offices of Preferred Systems, Inc.
Non- Discrimination Statement

Preferred Systems, Inc. does not discriminate on the basis of race, color, national origin, religion, sex, disability, military status, sexual orientation or age.  Preferred Systems is committed to accessibility and non-discrimination in all aspects of its continuing education activities.  Participants who have special needs are encouraged to contact program organizers so that all reasonable efforts to accommodate theses needs can be made.