Continuing Education

Many Insurance Summit sessions are pre-qualified for Designation Renewal Credits (DRCs) or eligible for Continuing Professional Education (CPE) credits. To earn credits and receive a certificate, participants must meet the attendance requirements and applicable interactivity requirements.

Continuing Education Qualified Sessions 
Continuing Education FAQs

The NAIC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

We may be required to share information periodically with the state departments of insurance, the National Association of State Boards of Accountancy, the National Registry of CPE Sponsors, state boards of accountancy, and state continuing legal education boards in order to meet certain legal/regulatory obligations, requirements and certifications that enable us to provide certain services to you. For example, we may need to include your registration or attendance information to certification or standard-setting bodies in order to maintain our accreditation to offer and deliver educational opportunities. 

Such information is considered “personal information” that enables you to be identified as an individual and may include your name; business address; e-mail address; phone number; registration records; attendance records; attendee lists, sign-in sheets; designation status; and course developer, instructor and reviewer biographies. 

• Attendees must be registered for the Summit and participate on an individual basis to qualify for continuing education credit. Group participation in any Summit session will not qualify for credit.   
• Attendees must participate in the sessions for the entire duration to earn credit (a session must consist of 50 minutes of instruction including Q/A to be eligible for credit). 
• Attendees must participate in the live session in person or virtually to earn credit. Credit will not be granted for listening to session recordings.
• Virtual attendees must participate in the session using the appropriate link in the event app. Credit will not be granted for listening to the session by phone. 
• Attendance and interactivity reports will be reviewed for all sessions that qualify for credit to determine who will be issued credit and a certificate. 
  • Virtual attendance is tracked by answering polling questions in Slido either within the Webex application or directly in Slido using the QR code provided.  
    • Webex: select the Slido icon in Webex; or select Apps within Webex and then choose Slido. 
    • QR Code: select the Slido QR code on the screen when questions appear. 
    • Enter your name and email in the first slido question. 
    • Answer remaining Slido questions as they appear. 

RFID Badge Tracking for Continuing Education Credits
This meeting uses RFID-enabled badges. RFID technology may be used to verify attendance, manage access to meeting spaces, and support operational planning and safety. This system enables accurate tracking of session participation, ensuring attendees receive proper credit for the sessions they attend.

• RFID badges do not track your location outside of designated meeting spaces and do not use GPS. Information collected is securely managed and used solely for issuing continuing education credits and meeting management purposes. RFID tracking will collect name, company and email to issue continuing education credits. We do not share data with third parties.
• RFID badge participation is strongly encouraged. Choosing not to use an RFID badge will require manual CE credit processing, which may delay credit issuance.
• To opt out of RFID badge tracking, see the NAIC Staff at Registration upon check-in.

In-person attendees can easily check which sessions they've been scanned into for CE credit—no login required! Just follow these steps:

1. Scan the QR code located on the front of your badge using your phone’s camera.
2. You’ll be instantly directed to a personalized webpage showing your session attendance.
3. Please note: Session data may take a few minutes to appear after you've entered a room, so if it’s not showing right away, check back shortly.

Insurance Summit continuing education certificates will be distributed after the event. CLE certificates will be emailed directly by the CEU Institute. For all other continuing education types, certificates will be provided through NAIC Compass, the NAIC's online learning platform, for attendees with an existing Compass profile. Compass users will receive a notification when their certificates are available. Attendees without a Compass profile will receive their certificates directly from the NAIC via email.

Please allow up to two weeks following the event for attendance verification and certificate processing. A separate certificate will be issued for each Insurance Summit session at which continuing education requirements have been met.