*
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: -
___ A detailed statement on how the course is relevant to insurance topics and insurance products.
- ___ A detailed outline of approximately one page per hour of instruction including the time each topic is being presented.
- ___ A copy of all materials presented to each student if a detailed outline is not submitted with the application.
- ___ An agenda showing the beginning and ending times, breaks, and time allotted for exams, if applicable.
- ___ A completed Class Presentation Schedule* form for each presentation.
- ___ A current authorization letter from the author or publisher if using another vendor's source material as the basis for the course.
- ___ 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: -
___ A detailed statement on how the course is relevant to insurance topics and insurance products.
- ___ 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.
- ___ 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.
- ___ A final examination with the questions scrambled (not in chapter order).
- ___ Answers to all exam questions with page and paragraph referencing to the source book(s) used.
- ___ A current authorization letter from the author or publisher if using another vendor's source material.
- ___ 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.