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, 46KB) 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 course-approval notification via email. 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.
We approve three types of instruction for courses:
1. Classroom course,
2. Webinar course, and
3. Self-study course offered online or by correspondence.
Course topics must be direct and specific to insurance. We only approve insurance courses.
Classroom-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).
4. Submit a sample of the attendance register form to be used.
Use instructors who are competent to teach and have work experience and education in the topic(s) of instruction. 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 preceding the course effective date. A course cannot be advertised until approved.
Classroom-course credit requirements:
- There must be an attendance register, controlled by the instructor or the monitor assigned by the provider.
- A monitor is required in addition to the instructor if the classroom exceeds 20 attendees.
- At least two Washington insurance licensees and an instructor must be in attendance at the presentation of the course.
- Attendees must show government-issued photo identification and sign the attendance 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 presentation is considered the amount of time devoted to the actual course instruction and does not include breaks, the review of class rules and the introduction of speakers.
Webinar-course course approval process:
- Complete a Request for Course and Credit Approval form (Word, 46KB) or the NAIC Uniform CE Reciprocity Course Filing Form (Word, 146KB);
- Submit a detailed course outline, including a list of topics to be covered and an estimate of the time to be spent on each topic, Video presentation slides are not accepted in lieu of the detailed course outline;
- Submit a instructor resume; (if known at the time of submission of the course approval).
- Submit polling questions or verification codes; two for each credit hour of the course;
- Submit a description of the process for monitoring and verifying attendance; and
- Submit a sample of the document to be used to record attendance and participation of each attendee.
Webinar-course credit requirement:
- Attendance is monitored and validated based on personally-identifiable information including user name, password and email.
- Attendee participation in interactive exercises is required.
- Credit for a webinar course is based on attendance and activity, not examination.
- The attendee and an instructor do not need to be in the same location.
- A monitor is required, in addition to the instructor, if the number of attendees exceeds five (5).
- The presentation is considered the amount of time devoted to the actual course instruction and does not include breaks, the review of class rules and the introduction of speakers
Self-study course-approval process:
2. Submit a table of contents with its word count for each chapter, section or module. 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 sample of video content if any is included in the course. If the course includes video exceeding 50 minutes of run time and the information is intended to improve the licensee's understanding of the course material and is mandatory to complete the course, one additional credit hour will be added to the course credit total,
5. Submit a description of the verification process to be used to confirm the licensee has completed the course study material before accessing the exam,
6. Submit a resume of the course content developer showing education and work experience related to the course subject matter, and
7. Submit a copy of the required course final exam.
All examination questions must be multiple choice.
Minimum of 10 exam questions for a one-credit hour course with an additional five exam questions for each subsequent credit hour.
If the student does not pass the exam the first time, the re-take exam must not have more than 50 percent of the questions used on the first exam. If the second attempt to pass is unsuccessful, the exams must be alternated until the exam is passed. A course of one credit hour must have 10 exam questions. Therefore, the total exam pool must have 15 questions. A course of 24 credit hours must have 125 exam questions and a total exam pool of 188 questions.
8. 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 prior to the effective date of the course.
Self-study course credit
Student identification is required to access the course. The student must complete the course prior to accessing the examination. A score of 70 percent or greater to pass the exam.
NAIC self-study guideline:
The credit for a self-study course is determined based on the word count of the eligible topics. 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, 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: if the Basic level is 2.49, then the course will receive 2 credit hours. If the Basic level is 2.51, the course will receive 3 credit hours.
For intermediate level, 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, 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.