Uniform Education (D) Working Group

2024 Adopted Charges

The Uniform Education (D) Working Group will:

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. Provide any recommended updates to the Producer Licensing (D) Task Force by the 2023 Fall National Meeting.
Coordinate with NAIC parent committees, task forces and/or working groups to review and provide recommendations, as necessary, on prelicensing education and CE requirements that are included in NAIC model acts, regulations and/or standards.

Calendar

There are no call materials at this time.

NAIC State Licensing Handbook

The Producer Licensing Uniformity (D) Working Group has asked the Uniform Education (D) Working Group to review State Licensing Handbook chapters specific to continuing education. The three chapters identified are Chapter 6 – Prelicensing Education, Chapter 8 Testing Programs and Chapter 14 Continuing Education.

To efficiently review these chapters the Working Group is asking to review Chapter 6 Prelicensing Education first. Once comments have been received the Working Group will meet by conference call to review and begin reviewing potential revisions for the State Licensing Handbook. The chapters have been copied below.

Please submit your suggestions/comments to Gwelker@naic.org.

CE Audit Procedures

The Uniform Education (D) Working Group adopted the NAIC CE Audit Guidelines on October 29, 2024. The adopted document can be found below. The Producer Licensing (D) Task Force will review the document at the Fall National Meeting as part of the Working Group reports.

CE Audit Guidelines (Adopted by UEWG on Oct. 29, 2024)

CE Audit Procedures Checklist

Checklist Responses:

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

The Working Group is currently reviewing the CE Audit process, guidelines and forms. Please find below the Virginia State Corporation Commission’s Bureau of Insurance DRAFT CE Audit Procedures and Audit Forms.

Continuing Education Reciprocity Webpage

CE PASS RATES:

2021
2022
2023

CONTINUING EDUCATION RESOURCE DOCUMENTS

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Related NAIC Publications

Committee and task force minutes PDF files will be posted to the Interactive Agenda approximately 10 business days after the conclusion of a national meeting. They are posted to the Interactive Agenda for each meeting tab on the Meetings page. The Proceedings of the NAIC are made available after the minutes are adopted at each subsequent meeting and may be accessed via the NAIC Publications page.

Contacts

Media Inquiries
(816) 783-8909
news@naic.org

Greg Welker
Sr. Antifraud and Producer Licensing Program Manager
816-783-8872

Please see the current Committee List for a complete list of committee members.

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