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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 and complete these pdf forms on your browser you must have Adobe Acrobat Reader 3.0 or higher on your computer. A free copy of the Adobe Acrobat Reader can be downloaded from the Adobe Web site.

PDF Format*

The revised educational objectives listed below will take effect on January 1, 2009. For your convenience, the educational objectives 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 below. Those revisions will be due at the time the course is renewed. To prepare students for the January 1, 2009 launch of the license examinations, the prelicensing course instructors must begin teaching from the revised educational objectives by December 1, 2008.

Accident and Health Agent Educational Objectives 

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 Education Objectives  


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.