Get continuing education (CE) course approval
Find out what types of CE courses you can offer, how to get your courses approved, and what you need to do to maintain them.
We approve insurance courses and ethics courses for insurance producers. Insurance courses should help the licensee build on prior insurance training and experience.
Generally, continuing education courses should help a producer to achieve a higher level of insurance knowledge.
Ethics courses should address the standard of moral conduct and judgment which guide the behavior of insurance professionals in their fiduciary duties and obligations to the industry and the general public.
CE course approval
Requests for CE course and credit approval (Word, 40KB) must be submitted to the commissioner at least 20 days before the first date the course is offered for credit. Please be aware that:
- Course credit will not apply to any course offered less than 20 days from the date the application was received by the OIC.
- Once a course is approved, the provider will receive a course-approval letter in the mail. If the course is declined, the provider will receive notification via email.
- Course applications and documents must be submitted via fax or email to the attention of "education mailbox."
- Duplicate copies are unacceptable. If submitted via fax, each course must be faxed separately.
Note: To add a course that is already approved for another Washington state CE provider, submit a Request for Course and Credit Approval form (Word, 40KB) with the approved course number.
We approve two types of instruction for courses:
1. Lecture course presented in a class room (see "Webinars" section below), and
2. Self-study course offered online or by correspondence.
Course topics must be direct and specific to insurance. We only approve insurance courses.
Lecture-course approval process:
2. Submit a timed topic outline (this outline should be detailed with a breakdown of the number of minutes of instruction per topic included in the outline), and
3. Submit an instructor resume (if known at the time of submission of the course approval).
Providers must select instructors who are knowledgeable about the topic, competent to teach it and trustworthy. Although the OIC does not approve instructors, we can decline a CE course if the instructor is not qualified. Instructor résumés should be kept in the providers' CE file and must be available upon request.
Requests for approval of a CE course must be received by the OIC at least 20 days before the first date the course is offered for credit. Course credit will not apply to any presentation scheduled for less than 20 days from the date the course application was received by the OIC.
Lecture-course credit requirements:
- There must be an attendance register, controlled by the instructor or the monitor assigned by the provider.
- Attendees must sign the register and indicate their arrival and departure times to verify completion.
- Attendees must attend the entire presentation.
- If an attendee arrives more than 10 minutes after the start of the presentation, the attendee cannot receive CE credit and should not be allowed to sign the register.
- Verification of attendance cannot be accepted by phone or computer.
- Each 50 minutes of classroom time equals one credit hour.
The criteria for lecture courses applies to webinars. Attendees must be physically present - participants can't use a phone, computer or other device to access the Webinar remotely - in the classroom for the entire webinar. There must be a monitor and the attendees must personally sign the attendance register (Excel, 22KB).
Self-study course-approval process:
2. Submit a table of contents with its word count. If the course includes a request for ethics credit, also provide the word count for the ethics content,
3. Submit course-study materials,
4. Submit a copy of the required course final exam, and
If the requested course credits are one-to-four credit hours, the exam must have a least 25 multiple-choice questions.
If the requested course credits are five credit hours or more, the exam must have at least 50 multiple-choice questions.
If the student does not pass the exam the first time, the re-take exam must not have more than 50 percent of the same questions.
5. Requests for approval of a CE course must be submitted to the commissioner at least 20 days before the first date the course is offered for credit. Course credit will not apply to any course offered less than 20 days from the date the application was received by the OIC.
Self-study course credit
The course's word count is used to determine the credit hours. We use the NAIC self-study guideline. The student must complete the course and pass the course final exam with a score of 70 percent or greater to verify course completion.
NAIC self-study guideline:
The credit for a self-study course is determined based on the word count of the course. If the course has ethics content, then we must have the word count for the ethics content, since we approve ethics hours separately.
For the basic level (9000 words per hour), we divide the word count by 180 then 50 (minutes) to arrive at the basic-level credit hours. We round-up at .5. For example: Basic level = 2.49 = 2 credit hours. 2.51 = 3 credit hours.
For intermediate level (7000 words per hour), we multiply the basic-level result, prior to rounding up, by 1.25 to arrive at the credit hours. For example: Basic level = 2.49 x 1.25 = 3.11. This is 3 credit hours.
For advanced level (6000 words per hour), we multiply the basic-level result, prior to rounding up, by 1.50 to arrive at the credit hours. For example: Basic level = 2.49 x 1.5 = 3.73. This is 4 credit hours.