If an individual reports that they have stock options with an ineligible company, how should the provider manage the relationship?
Individuals who may be in a position to control accredited continuing education are expected to disclose all their financial relationships with ineligible companies within the past 24 months to the provider, including contracts to purchase stock at an agreed-upon price (stock options).
- As described in Standard 3, the provider is expected to determine if the relationship, in this case, stock options, is relevant to the educational content. If so, the provider needs to take steps to mitigate the relationship and disclose the relationship to learners.
- An individual who holds stock options in an ineligible company is not considered an owner or employee of that ineligible company.
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