Setting Goals to Reach Accreditation: Seven Strategies for Success

By Alice Childs, AG®

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If you are reading this, you have probably set a goal to become an Accredited Genealogist® professional – or are at least considering the idea. I became an official Accredited Genealogist professional in March 2022. This came after many hours of research and preparation, but it was well worth the time spent, and I learned a few things about the process along the way. While the overarching goal to become accredited can seem daunting, breaking the larger goal into specific smaller goals will ensure your path to success. Here are seven strategies to consider:

1. Become familiar with the accreditation readiness assessment, which will guide your activities and preparation. Included are requirements for a certain number of hours of education and research, with specific guidelines for the number of hours to spend in records for your region. You will need experience with relevant repositories and websites and writing research reports. The culminating activity will be the submission of your Four Generation Project.

2. Set a reasonable goal for when you would like to submit your Four Generation project. First, determine the number of research and education hours you need and how much research you still need to complete for your Four Generation Project. Next, divide the total number of hours needed by the number of hours you can commit to spending per week. This will tell you when you can reasonably expect to be ready to submit your project.

3. Begin tracking your hours. You will not need to submit a time log to ICAPGenSM. You will simply check the boxes on the Accreditation Readiness Assessment certifying that you have completed the required number of hours. Consider creating a spreadsheet with columns for each area in which you need hours – records for each state, nationwide records, education activities, etc. Record the total number of hours you will spend in each area in the header of that column. Create a formula so that hours are automatically totaled at the bottom of each column. Use a tool like Toggl to track your time accurately.

4. Focus your research and education. Ensure that you are working on research projects that use the important record types for your region. Go beyond websites and begin requesting records from important offline repositories in your work. If you don’t have ancestors who lived in parts of your region, consider asking friends and neighbors if they have ancestors from that area, or simply access a probate or census record from a locality in your region and begin researching someone mentioned in that record.  Seek out books, classes, and other educational opportunities that will help you learn more about researching in your region of specialization.  Education that focuses on methodology is also essential.

5. Create a Personal Reference Guide. Gathering resources for research in your area into one place has several benefits. First, as you create the guide, you will be solidifying your knowledge about your region of specialization. Next, you will be creating a library of articles and quick reference guides that will be of value to you during all future genealogical research. Finally, because the Written Exams are open book, your personal reference guide will be something you can quickly consult during the timed tests.

6. Practice writing client reports. Even if you aren’t actively working as a professional, consider writing a formal report after every twenty hours of research. The more you can practice writing now, the better prepared you will feel when it is time to write your Four Generation Report and take the third Written Exam segment.

7. Be sure to include enrollment in the ICAPGen Study Groups in your plan. The time to apply for the Four Generation Study Group is when you have reached the following milestones:

  • You have chosen your accreditation region and have completed the required number of hours for researching in that region.
  • You have completed most of your research for at least one generation of your Four Generation Project.
  • You have developed high-intermediate or advanced research skills.
  • You have experience writing research reports.

You can apply for the Test Prep Study Group after successfully completing the Four Generation Study Group and submitting your Four Generation Project. Or, you can apply after successfully passing the Four Generation Project.

Taking these steps will ensure that you are well on your way to reaching your goal of becoming an Accredited Genealogist professional. Best of luck to you as you begin or continue your journey!

Alice’s original article is published on her website, Genealogy Now.


Announcing the ICAPGen Accreditation Webinar Series on Legacy Family Tree Webinars

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For immediate release by the ICAPGenSM Presentation Committee.

ICAPGen is excited to announce a new educational initiative to support genealogists pursuing professional accreditation. Beginning in April 2026, Legacy Family Tree Webinars will host a four-part series dedicated to helping researchers understand the accreditation process and build the regional expertise required to earn the Accredited Genealogist® credential.

Each webinar is taught by an Accredited Genealogist® professional and focuses on key aspects of accreditation—from exam preparation to regional methodologies. Whether you are just starting to explore accreditation or are deep into building your Four Generation Project, these sessions will provide practical, actionable guidance rooted in ICAPGen standards and requirements.

Each webinar is free to watch live and for one week afterward. After that viewing period ends, a Legacy Family Tree Webinars subscription is required to access the recording.

Registration is now open through Legacy Family Tree Webinars.


The ICAPGen 2026 lineup:


Mastering the ICAPGen Accreditation Process: Your Path to Professional Success
29 April 2026 – 2:00 pm EST

Torhild Shirley, AG®, will discuss the accreditation process. This session walks through the major components of testing, including the Four Generation Project, Document Interpretation and General Knowledge Exams, and the Final Project. Attendees will learn what evaluators are looking for and how to prepare with confidence.

Details and registration for Mastering the ICAPGen Accreditation Process: Your Path to Professional Success.

Mastering Mid-Atlantic Research: Resources and Methodologies for ICAPGen Accreditation
29 July 2026 – 2:00 pm EST

Alice Childs, AG®, will guide attendees through the essential resources and methodologies needed for ICAPGen accreditation in the U.S. Mid-Atlantic region. Successful research in Delaware, Maryland, New Jersey, New York, and Pennsylvania demands an understanding of shifting boundaries, varied repositories, and location-specific record challenges. This webinar will help candidates build a strong regional foundation and suggest ideas for developing a Personal Reference Guide tailored to Mid-Atlantic research.

Details and registration for Mastering Mid-Atlantic Research: Resources and Methodologies for ICAPGen Accreditation.


U.S. Great Lakes Region ICAPGen Accreditation: A Genealogy Treasure Trove
4 September 2026 – 2:00 pm EST

Kaye Ford, AG®, will introduce attendees to the rich genealogical landscape of the U.S. Great Lakes region—Illinois, Indiana, Michigan, Ohio, and Wisconsin. With diverse record groups, unique migration histories, and specialized land and maritime resources, this region offers both opportunities and challenges for accreditation candidates. This webinar will provide methodology strategies and practical tools to help researchers strengthen their skills and build an effective Personal Reference Guide for Great Lakes research.

Details and registration for U.S. Great Lakes Region ICAPGen Accreditation: A Genealogy Treasure Trove.

Navigating the New England Region: Strategies and Resources for ICAPGen Accreditation
6 November 2026 – 2:00 pm EST

Bonnie Wade Mucia, AG®, will explore the depth and complexity of New England research across Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. Although the region is rich in genealogical records, success in accreditation depends on understanding where these records are held, how they function, and how to interpret them effectively. This webinar will guide researchers to key statewide resources and lesser-known town collections, while demonstrating strategies to evaluate evidence and showcase regional expertise throughout the accreditation process.

Details and registration for Navigating the New England Region: Strategies and Resources for ICAPGen Accreditation.


Looking Ahead: Expanded Opportunities for Regional Education

This series marks only the beginning! ICAPGen plans to expand educational offerings by inviting more Accredited Genealogist professionals to share their regional experience in future webinars. A call for proposals will be announced before the 2027 Legacy Family Tree Webinars submissions deadline, opening the door for additional regions and more ICAPGen methodology topics.

We are grateful to Legacy Family Tree Webinars for providing a platform to make high-quality, accreditation-focused education more accessible to genealogists everywhere. We look forward to supporting candidates across all regions as they build their skills and prepare to become Accredited Genealogist professionals.

Stay connected for additional updates, resources, and future webinar dates. We hope you will join us as we launch this exciting series!

A Premier Credential for Family Historians & Genealogists throughout the World!