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Resident - Provider Continuing Education Courses

Resident - Provider Continuing Education Courses, Outlines and Materials

The following links providing information on the continuing education courses, outlines, and training material for California resident licensees. This material is available in Portable Document Format (PDF). To view and complete these PDF forms on your browser you must have a current Acrobat Reader on your computer. A free copy of the Adobe Acrobat Reader can be downloaded by visiting our Free Document Readers Web page.

Continuing Education Courses

California resident licensees must meet the continuing education requirements stated in Cal. Ins. Code sections 1749.3 to 1749.6. This link provides the education provider and the licensee with a list of the available education courses, Education Provider and Course Search

Long-Term Care Outline (PDF)

For California resident accident and health agents who sell long term care, Cal. Ins. Code section 10234.93(4) states, in part, that this requirement shall be part of, and not in addition to, the California resident licensee's continuing education requirements in Cal. Ins. Code section 1749.3. The Mandatory Eight-Hour Long Term Care Outline noted below lists the topics that must be addressed as part of all eight-hour long term care (LTC) insurance courses. 

Mandatory Eight-Hour Long Term Care Outline (as revised January 2023)

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Annuity Training Course Outlines (PDF)

For California resident life-only agents who sell annuities, Cal. Ins. Code section 1749.8(b) states, in part, that this requirement shall be part of, and not in addition to, the California resident licensee's continuing education requirements of Cal. Ins. Code section 1749.3.

Annuity Training Notices

PDF Format - Eight-Hour Annuity Training

PDF Format- Four-Hour Annuity Training

Word Format - Eight-Hour Annuity Training

Word Format- Four-Hour Annuity Training

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Ethics Training Guidelines

Cal. Ins. Code section 1749.3 requires that Life agents, Accident and Health or Sickness, Property, and Casualty complete three hours of ethics training during their two-year license term. Personal Lines (Cal. Ins. Code section 1749.31), Limited Lines Automobile Insurance Agents (Cal. Ins. Code section 1749.32), Insurance Adjusters (Cal. Ins. Code section 14090.1), and Public Adjusters (Cal. Ins. Code section 15059.1) are also required to complete three hours of ethics training during their two-year license term. The training will be part of, not in addition to, the California resident agent's current continuing education requirement.

Effective March 1, 2023, Cal. Ins. Code sections 1749, 1749.3, 1749.31, 1749.32, and 1749.33 requires Education Providers (Providers) to incorporate one hour of study on insurance fraud into their 12-hour ethics prelicensing education and their three-hour ethics training courses (Senate Bill 1242, Committee on Insurance, Chapter 424, Statutes of 2022).

The link below is the revised Three-Hour Ethics Training Course and Review Guidelines, which have been approved by the Department’s Curriculum Board.

Ethics Training Guidelines:

Three Hours Ethics Training Course Development and Review Guidelines

Ethics Continuing Education Course Development and Review Guidelines - Archive

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Workers' Compensation

On or before July 1, all insurers are to certify annually to the Commissioner that they have met the minimum standards of training and/or experience stated in the Workers' Compensation Claims Adjuster Regulations for all claims adjusters and medical bill reviewers.

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24-Hour Care Coverage Continuing Education

Pursuant to Cal. Ins. Code section 1749.33(d), any Accident and Health or Sickness agent who wishes to sell 24-hour care coverage, as defined in Cal. Ins. Code section 1749.02, shall complete a course, program of instruction, or seminar of an approved continuing education provider on workers' compensation and general principles of employer liability, which shall be completed by examination approved by the Commissioner as part of the continuing education course, program of instruction, or seminar prior to selling this coverage. The required number of instruction hours shall be equal to but no greater than that required by the curriculum board for the pre-licensing requirements of a property broker-agent and casualty broker-agent on these subjects. For resident licensees, this requirement shall count toward the licensee's continuing education requirement, but may still result in completing more than the minimum number of continuing education hours set forth in this section. Nothing in this section shall be deemed to allow an accident and health agent to satisfy the obligations set forth in this section by other than a proctored examination administered or approved by the California Department of Insurance.

The continuing education requirement is a four-hour course and will include the information on the following link: 24-hour care coverage.

Homeowners' Insurance Valuation

Cal. ins. Code section 1749.85(a) requires Property Broker-Agents, Casualty Broker-Agents and Personal Lines Broker-Agents to complete training in the proper methods of estimating the replacement value of structures. This requirement shall be part of, and not in addition to, the California resident licensee's continuing education requirement.

Life Settlement Broker Outline

Business Management Practices, Course Development and Review Guidelines

Commercial Earthquake Risk Management

The purpose of this course is to ensure that insurance agents and brokers have access to approved training on the complex issues of commercial earthquake insurance and mitigation and are qualified to fully assist their clients in managing their earthquake risk. There is no mandate to offer commercial earthquake insurance in California, and no requirement for agents and brokers to actually discuss earthquake insurance with their commercial clients.


Education Frequently Asked Questions Education Provider Information  If you need further assistance, please call CDI'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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