CE Instructor Approval Guidelines

As part of the Working Group's first charge to: Update, as needed, the reciprocity guidelines, the uniform application forms for continuing education (CE) providers, and the process for state review and approval of instructors and courses. The Working Group exposed the CE Instructor Approval Guidelines - Draft created by the Working Group's Subject matter Experts (SME). 

The draft and comments received can be found below. The Working Group is scheduled to meet on Tuesday, November 8, 2022 (2PM CST) to discuss the comments and finalize the review of the draft. 

Guideline Draft:

• NAIC CE Instructor Approval Guidelines Draft 8.25.22 (PDF)
   
• NAIC CE Instructor Approval Guidelines Draft 8.25.22 (WORD)

Comments Received:

• Rhode Island Comments (WORD)
   
• Rhode Island Comments (PDF) 

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Continuing Education Reciprocity Agreement

In 2019 the Working Group reviewed the Continuing Education Reciprocity (CER) Agreement. The NAIC's General Counsel advised the Working Group that a revision of the agreement would not be feasible due to the date of the CER Agreement and inaccurate/dated information it contains. The decision was to create a new CER Agreement. During the Fall National Meeting the Producer Licensing (D) Task Force adopted the 2019 CER Agreement. The agreement will be presented to the Executive Committee during the Summer National Meeting for final adoption. The adopted draft is attached below.

• 2019 Continuing Education Reciprocity Agreement

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Testing and Examination Pass Rates

• 2020 Pass Rates