MEC Adjusts Regulatory Framework for In-Person Nursing and Reduces Impacts of the End of Distance Learning for Large Educational Groups.
The Ministry of Education (MEC) announced last Friday (26) that in-person nursing courses can be maintained even when originally offered in distance learning, provided they transition to in-person mode.
The measure was formalized through Ordinance 921/2025, published in Brasília, and comes as a direct response to the new MEC Regulatory Framework, which restricted nursing education exclusively to in-person teaching.
The decision affects higher education institutions, students, and large educational groups by allowing the adaptation of courses and reducing the risk of abrupt termination of these degree programs in Brazil.
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In the short term, the change aims to avoid academic and financial losses, while in the medium term, it tends to reorganize the educational sector related to health.
Analysts believe the impact is positive, especially for companies listed on the stock exchange that have a strong presence in distance learning.
What Changes with the New MEC Regulatory Framework
The MEC Regulatory Framework, reinforced by Decree 12.246/2025, established that nursing education must occur exclusively in person.
Initially, the decision raised concerns in the sector, especially among companies with a large number of students enrolled in distance learning.
However, Ordinance 921/2025 introduced a transition mechanism.
Now, institutions can create physical locations to transform the affected courses into in-person nursing, avoiding complete interruption of offerings.
This model allows for a gradual adaptation, without immediate disruption for students and providers.
Bank Evaluations Indicate Positive Impact for the Educational Sector
According to analyses from financial institutions, the relaxation of the regulatory framework significantly reduces negative impacts in the short term and creates growth opportunities in the medium term.
For Bradesco BBI, the decision supports a constructive view for the educational segment, particularly in the health sector.
The bank emphasizes that the increase in enrollments in in-person nursing, coupled with the possibility of expanding other courses in the field, could boost revenues and dilute regulatory risks.
Thus, the scenario is viewed as a reorganization of the sector, rather than a structural setback.
Cogna Education Appears as the Main Beneficiary
According to J.P. Morgan, the nursing course accounted for about 9% of the company’s distance learning student base in 2024.
Data from INEP, cited by the bank, indicate that Cogna offers the course in over 600 Brazilian cities.
With the authorization for migration to an in-person format, the company reduces the risk of student loss and preserves a significant portion of its operation.
Vitru Education Should Also Feel Positive Effects
Vitru Education emerges as another beneficiary of the relaxation.
According to analysis from Bradesco BBI, the company could authorize up to 240 physical units in the transition process.
This number approaches approximately 300 centers that previously accounted for about 80% of nursing revenues in distance learning, equivalent to about 4% of the company’s consolidated revenue in 2025.
Thus, the regulatory change reduces the risk of significant revenue loss.
Transition Period and Criteria Required by the Government
The affected courses will have a period of up to two years to establish their physical locations.
This transition period aims to ensure academic continuity and provide sufficient time for physical, pedagogical, and administrative adjustments.
However, the government has established clear criteria for the continuity of programs.
Among them, the courses need to achieve a score of at least 4 in MEC evaluations and maintain a minimum of 40 enrolled students in the cities where the education is offered.
Reorganization of the Sector and Future Perspectives
With the consolidation of in-person nursing as a regulatory requirement, the educational sector enters a new phase.
The adaptation tends to favor groups with greater investment capacity in infrastructure and physical expansion, while redefining the role of distance learning in the health field.
Meanwhile, the MEC’s decision signals an attempt to balance the quality of education and the stability of the educational market.
For companies like Cogna Education and Vitru Education, the adjustment represents not only a mitigation of risks but also a strategic opportunity within the new regulatory framework.

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