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Submission Requirements


The following information is supplied as a brief synopsis of the submission requirements for certification. The current edition of the BCG Application Guide should be consulted for the specific requirements. The guide may be purchased online from the BCG.

The following requirements are for the research-category of Certified Genealogist (CGSM).

General Requirements

As an applicant for certification, you will be required to provide examples of your work to illustrate your knowledge of bibliography, resources, and research methodology. These examples should reveal your proficiency in identifying documentary evidence and your ability to evaluate research results in the context of a specific problem. You will also be expected to demonstrate knowledge in your area of research and general skills of communication and professionalism.

As in most testing processes in the business world, you will be asked to

  • Sign the Genealogist's Code of Ethics, signifying your willingness to abide by its tenets.

  • Describe your general educational background.

  • List genealogical instructional courses completed, conferences and/or workshops attended, dates of attendance, and any certificates received or degrees earned.

  • Enumerate your genealogy-related activities — such as society memberships, offices held, and volunteer activities.

  • Outline briefly your research experience.

  • Explain why you seek certification.

  • Discuss your accessibility to the records of your geographic specialty.

You will also be asked to

  • Transcribe, abstract, and comment upon the genealogical value of an historical document provided by the Board; and comment as to its genealogical value and your research plans based on the clues it contains. Examples can be found here.

  • Transcribe, abstract, and comment upon the genealogical value of an historical document chosen from your research; and comment as to its genealogical value and your research plans based on the clues it contains.

  • Submit a research report prepared for a client that meets the criteria described in the BCG Application Guide (sent to you by BCG when you apply)

  • Supply a case study from your own research that demonstrates your application of the Genealogical Proof Standard to a complex problem involving conflicting or indirect evidence.

  • Submit a kinship determination project as a narrative genealogy, narrative lineage, narrative pedigree, or case study that documents and explains linkages among individuals through at least three ancestral generations (ascending or descending) that conforms to criteria listed in the BCG Application Guide. For more information on this requirement, review the FAQ page, questions 13 and 14.

The following documents from the BCG Application Guide include details of the new requirements and will be available during the transition between printed versions of the Guide:

A sample application portfolio is available for viewing online.

After or at your first renewal, you may apply for a teaching-category.

As an applicant for Certified Genealogical Lecturer (CGLSM), you will be asked to

  • Summarize your lecturing activities.

  • List the genealogical topics you feel competent to address.

  • Submit audiotape recordings of two lectures as well as a copy of the script, handout material, and copies of visual aids.

  • Submit a list of books, periodicals, tapes, CDs, computer programs, or other materials you recommend for further study of the topic.

Note: Teaching-category certification is available to associates whose certification is current and has been renewed at least once.



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