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AGENTS & BROKERS: Prelicensing Educational and Examination Objectives

Prelicensing Educational and Examination Objectives 

The following Prelicensing Educational and Examination Objectives are available in Adobe's Portable Document Format (pdf). To view these pdf forms on your browser you must have Adobe Acrobat Reader on your computer. A free copy of the Adobe Acrobat Reader can be downloaded from the Adobe Web site*.

PDF Format*

Commercial, Health and Disability Educational Objectives

Fire and Casualty Broker-Agent Educational Objectives 

Life Agent Educational Objectives (Life-Only Agent, Accident and Health Agent)

Life-Limited to the Payment of Funeral and Burial Expenses Examination Objectives (Previously known as the Life - Limited to PreNeed License)

Life-Only Agent Educational Objectives

Limited Lines Automobile Agent Educational Objectives

Personal Lines Broker-Agent Educational Objectives 


Archived PreLicensing Educational Objectives

For your convenience, this page includes links for the archived educational objectives which show the strikethroughs for the information that was removed from the previous version of the objectives and also underlines the added text. 
 
In addition, the license examinations will also be updated to reflect these changes. The education providers' currently approved courses will need to be revised to comply with the objectives noted above. Those revisions will be due at the time the course is renewed.

Education Frequently Asked Questions

Education Provider Information

If you need further assistance, please call CDI's Producer Licensing Bureau's Education Unit at (916) 492-3064. Please be sure to include your name, telephone number, license number and e-mail address in all correspondence with the California Department of Insurance.