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About this exam

The Certified Genealogist (CG) credential is a professional certification for genealogists who research, analyze, and write about families for clients, courts, editors, or their own publication. It is awarded by an independent credentialing body, not a university, and it is neither a degree nor a license. It signals that a researcher's work has been judged competent by peers against published standards.

Candidates are usually experienced researchers already comfortable with original records - deeds, probate files, church registers, passenger manifests, military files - who want their methodology reviewed rather than their pedigree traced. The assessment is not a single sitting of recall questions. Expect to submit a portfolio: a research report built around a defined question, document work demonstrating transcription, abstraction, and analysis of an original record, and a kinship determination proving relationships across generations using indirect as well as direct evidence. A written examination component tests research planning, source evaluation, citation, and ethical judgment.

Preparation is practice, not memorization. Read the published genealogical standards and the current application guide, then apply them to your own files: rewrite an old report with complete citations, test a conclusion against conflicting evidence, and ask a colleague to critique your reasoning. Many candidates work in small groups and exchange critiques. Confirm current requirements, fees, and scheduling directly with the awarding body, which publishes the authoritative details on its website.

What you'll study

Common questions

About CG preparation

Is the CG exam a multiple-choice test?

No. The assessment is portfolio-based. You submit a research report built around a defined question, document work showing transcription, abstraction, and analysis of original records, and a kinship determination proving relationships across generations. A written examination component tests planning, source evaluation, citation, and ethics. The awarding body publishes the current component list and submission requirements.

How difficult is the credential to earn?

It is exacting rather than tricky. Graders compare your work against published genealogical standards, so a correct conclusion reached through thin citations or unexamined conflicting evidence will not pass. Experienced researchers often find the documentation and writing requirements harder than the research itself. The awarding body publishes current pass requirements and any resubmission rules.

How long should I plan to prepare?

Most candidates spend months, not weeks. Preparation means producing draft portfolio pieces, having them critiqued, and revising them. Deadlines, submission windows, and any time limits are set by the awarding body and change periodically, so confirm current scheduling on its website rather than relying on secondhand accounts from other candidates.

What should I study first?

Start with source analysis and citation, because every other component depends on them. Then practise evidence analysis: state a conclusion, weigh each item for and against it, and explain why conflicts were resolved as they were. Writing comes last chronologically but deserves real time, since clear, well-organized prose is graded, not just correct conclusions.

Why do candidates commonly fail or have to resubmit?

Frequent problems include citations that do not let a reader find the record again, conclusions stronger than the evidence supports, conflicting evidence ignored rather than addressed, and reports that narrate the research process instead of answering the question. Kinship determinations often falter when only direct evidence is used and no indirect or circumstantial case is built.

Do I need a genealogy degree, clients, or a set number of years of experience?

A formal genealogy degree is not the point; the assessment judges the work you submit. Eligibility criteria may apply, and they are set and published by the awarding body, so read the current application requirements before investing months in preparation. Client work can supply practice material but is not the only route in.

Can I use my own family in the portfolio?

Often yes, but with care. Familiar ground makes it easy to skip the reasoning steps graders want to see. A research question that genuinely required records and analysis, rather than confirming what you already believed, works better. Confirm the current rules on acceptable projects with the awarding body before committing to a subject.

Should I study alone or with others?

Peer critique is one of the highest-value forms of preparation. A colleague who applies the same published standards will spot unsupported leaps, vague citations, and buried conclusions that you have stopped noticing in your own drafts. Groups also keep you accountable to a schedule, which matters when the portfolio has several independent pieces.

How is CG different from other genealogy credentials?

Several organizations offer genealogy credentials, and they are not interchangeable; some use similar-sounding titles. Check which body issues the credential you are considering, what its assessment involves, and how it is maintained. No credential replaces a license where a jurisdiction requires one for court or forensic work.