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CA Department of Insurance

Provider, Course * and Instructor Requirements

Provider Requirements

  • Complete and submit form LIC 446-2, Provider Certification Application, and LIC 446-4A, List of Instructor(s)/Subject Matter Expert(s) to the Department for certification to offer approved prelicensing or continuing education courses. Application fee is $75.
  • Providers are required to maintain, for a period of 5 years, records of enrollments, completions, attendance, examination grades and instructor qualifications. These records shall be made available to the commissioner as requested.
  • Sign-in and sign-out sheets are required for each contact course session.
  • Providers shall provide Certificates of Completion to those students successfully completing a course.
  • Within 10 days following a prelicensing course completion and 30 days following continuing education course completion, providers shall submit to the Commissioner a Provider Roster listing students given Certificates of Completion.
  • Course Applications can be submitted at the same time as Provider Applications.

Course Requirements

  • An approved provider must complete and submit form LIC 446-3, Course Approval Application, to the Department for approval of each prelicensing or continuing education course to be offered. Application fees are $75 for each prelicensing course and $37 for each CE course.
  • Contact course credit hours will be determined using a 50 minute hour. Self-directed and online continuing education course credit hours will be determined using a 60 minute hour.
  • Prelicensing courses must conform to the curriculum outlined in Sections 2187 through 2187.7, Title 10, of the California Code of Regulations. Each line of the curriculum must be referenced to a page in the source books used.
  • Subjects qualifying for CE course approval include technical insurance contract analysis, risk management techniques, rating and classification. Subjects not qualifying for course approval include sales training, motivational training, meetings offered by insurers to launch new products or programs, and self-improvement programs.
  • Applications must include a detailed outline of the subject to be covered, including scheduled times for starting, breaks, lunch, exams and ending.
  • Applications must include the class date(s), location including street address and zip code and instructor(s).
  • Applications must be received in the Department of Insurance at least 30 days before course beginning date.
  • No student shall receive instruction for more than 480 minutes per day.

Instructor Requirements

  • Three years' experience within the last five years, in the course subject matter. Experience may include being licensed as an insurance producer; or,
  • Possess scholastic credentials in the subject matter being taught.

*Disclaimer - No course approved for either prelicensing or continuing education hours or any designation resulting from completion of such courses should be construed to be endorsed by the Commissioner.

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