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AGENTS & BROKERS: Course Application frequently asked questions
Course Application*
What should I submit with my course application besides the fees?  

You should submit the following required attachments (also refer to Form LIC 446-3* for details):

A.    Checklist for Contact Courses:
  1. ___ A detailed statement on how the course is relevant to insurance topics and insurance products.    
  2. ___ A detailed outline of approximately one page per hour of instruction including the time each topic is being presented.    
  3. ___ A copy of all materials presented to each student if a detailed outline is not submitted with the application.    
  4. ___ An agenda showing the beginning and ending times, breaks, and time allotted for exams, if applicable.    
  5. ___ A completed Class Presentation Schedule* form for each presentation.    
  6. ___ A current authorization letter from the author or publisher if using another vendor's source material as the basis for the course.    
  7. ___ California prelicensing curriculum and educational objectives with every line page-referenced to the source book(s) used. (For Prelicensing Courses Only)

B.  Checklist for Non-Contact Courses:
  1. ___ A detailed statement on how the course is relevant to insurance topics and insurance products.    
  2. ___ Audio cassette, video tape, computer diskette, text book for the course or copy of the text cover, copyright page and table of contents if using another    vendor's pre-approved material/book.    
  3. ___ Internet courses must include your Internet address, security measures, log-on and password for our review of course(s). Answers to exam questions must reference section and screen for answer source.    
  4. ___ A final examination with the questions scrambled (not in chapter order).    
  5. ___ Answers to all exam questions with page and paragraph referencing to the source book(s) used.    
  6. ___ A current authorization letter from the author or publisher if using another vendor's source material. 
     
  7. ___ A copy of the instruction sheet sent to students.

*These forms are in PDF format.  To view these forms, your browser must have Adobe Acrobat Reader on your computer. A free copy of the Adobe Acrobat Reader can be downloaded from the Adobe website.

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.
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