§7635 Inspection Checklist
Use this checklist to verify your funeral establishment's training documentation is ready for Bureau inspection.
This checklist is based on the requirements of California B&P Code §7635. It is provided as a practical tool — not legal advice. Consult the statute and your legal counsel for authoritative guidance.
Training Documentation
- Dated completion certificate for each person who arranges or sells funeral goods or services
- Certificates are current (within the three-year retraining cycle)
- New arrangers completed training within 90 days of starting arrangement activities
- Documentation covers all four required subject areas: federal/state/local regulations, establishment policies, ethical standards, and consumer rights
Record Accessibility
- Training records are organized and readily accessible for inspection
- Records can be produced promptly upon Bureau request (§7635(c))
- Records identify each trained individual by full name
- Records include dates of training completion
Staff Coverage
- All current arrangers are listed with valid training records
- No gaps in training coverage for active arrangement staff
- Departed employees' records retained per establishment policy
- Any arranger approaching the 3-year renewal is scheduled for retraining
Training Content Alignment
- Written training outline available describing topics covered
- FTC Funeral Rule (16 C.F.R. Part 453) included in training scope
- California B&P Code Chapter 12 requirements included
- Ethical standards and consumer rights addressed in training materials
Common Inspection Issues
No training documentation on file for one or more arrangers
Training certificates are expired (older than three years)
New arrangers started selling before completing required training
Training records cannot be located or produced during inspection
Training documentation does not identify the specific topics covered
How CA Law Review Helps
- Automatically generates dated completion certificates upon course completion
- Maintains time-stamped participation logs for each learner
- Provides a written training outline aligned to §7635(a) subject areas
- Establishment subscribers get exportable records and compliance dashboards