Education

Approved CE Courses

All NABIP-TX CE courses will need to be resubmitted if they are not on this list. Click here to view updated approved list.

If you would like to conduct a course, all courses must be submitted for approval a minimum of 30 days before the class. If you need the outlines from former courses, please contact [email protected].

The following items are required for filing:

• CE Worksheet (one per course) - Click HERE for Form
• Name of Course (under 50 characters)
• Statement of Course Learning Objectives
• Course Outline with Approximate Time for Each Topic
• Description of How the Course will be Presented
• Length of Course
• Instructor Bio
• Instructor Certification- Click HERE for Form
• Course Approved for Virtual / Webinar
• Signed Education P&P - Click HERE for Form
  
  

Click HERE for the NABIP Educational Presentation/Professional Development Training (formerly Powerpoint Presentation)

Below is some information about Agent Continuing Education Requirements from the Texas Department of Insurance website.

Continuing Education Courtesy Notices

The Texas Department of Insurance Agent and Adjuster Licensing Division is enhancing efforts to ensure that licensed persons are able to meet their required continuing education (CE) obligations under Texas Insurance Code Chapter 4004.  Postcard notifications will be mailed out to license holders prior to their renewal deadline to remind each agent that they may have additional CE hours to complete.  Notices will be mailed out to the licensee’s last known mailing address.

DISCLAIMER: TDI does NOT suggest or recommend courses by certifying them; nor is the quality of a course assured because it is certified. We strongly suggest that when you take a poor course, e-mail us, and tell your associates. Please do the same with the good courses. Use this email link: [email protected]

Interactive list of certified continuing education courses, to look up a provider, to get a course list for a specific kind of course, or to check a particular course’s information.

Agent & Adjuster Home

Requirement for Most Licensees: Licensees holding any combination of licenses for LAH, PC, MGA, LH Counselors, and adjusters of all types including public adjusters, must earn 30 hours of continuing education (CE) with 2 hour of ethics/consumer protection included within the 30 hours for each 2 year licensing period.

Limited Lines and County Mutual licensees must earn 10 hours of CE with 2 hour of ethics/consumer protection included within the 10 hours for each 2 year licensing period.

You can look up courses at www.Sircon.com/Texas by clicking on “Look up Education courses/Credits” on the left-hand column. Regardless of the license type you hold only half of the CE requirement may be done as self study.  License holders can now verify that their Texas CE credit is current and has been posted to their Sircon CE transcript.  The transcript may be viewed at www.Sircon.com/Texas by clicking on “Look up Education courses/Credits” in the left-hand column.

Please be aware that your CE compliance is not based off your expiration date of your license.  Pursuant to the Texas Insurance Code §4004.051 (b) your required CE hours must be completed no later than the day prior to your expiration date of license.

Please note that to maintain your license, whether or not you are using it, you must meet your continuing education requirements.

There is no continuing education “grace period”. Once the expiration date has passed, a violation exists. CE cannot be made up after the expiration date. The fine for not doing the required continuing education is $50 per deficient hour. Call 512.322.3503 for a payment voucher to accompany your payment, which will clear the violation.

Before consulting a general course list, you may wish to see if any company you represent or a professional association you belong to is a provider. Passing a part of many professional designation programs is a way to earn credit. A professional designation program is defined in the rules. It is (A) nationally recognized in the insurance industry, and is (B) issued by an entity that maintains a not-for-profit status and has been in existence for at least five years.

Up to four hours of continuing education credit can be earned by an agent who is an active member of a state or national insurance association. For information about how the credit can be earned, you can review Chapter 4004.0535 of the Texas Insurance Code and §19.1011 and new §19.1020 of the Texas Administrative Code. The rule adopting the new provisions can be viewed from the following location on our website: http://www.tdi.texas.gov/rules/2005/1229C-059.html.  To download the form, click here.

“Qualifying” courses, not certified by TDI, may also be used for credit. Qualifying courses are insurance courses that are: (A) offered for credit by accredited colleges, universities, or law schools; or (B) part of a national designation certification program; or (C) approved for classroom, classroom equivalent, or participatory credit by the continuing education approval authority of a state bar association or state board of public accountancy; or (D) certified or approved for continuing education credit under the guidelines of the Federal Crop Insurance Corporation.

The following table summarizes the continuing education requirements for license holders:

Continuing Education Requirements by License Type

The table below summarizes the continuing education requirements for license holders:

For all licenses issued or renewing on and after September 1, 2015, which formerly required 30 hours of continuing education (CE) during each license period, only 24 hours of continuing education is required for each license period.  Licenses expiring before September 1, 2015, will have to complete 30 hours of CE.

For all licenses issued or renewing on and after November 1, 2015, completion of the 24 hours of CE is required for a licensee to renew his license.  If a licensee does not complete the 24 hours of CE before the expiration date of the license, the licensee will have 90 days to complete the deficient number of hours and pay a fine of $50 per deficient hour.  If these two conditions are not met within 90 days of the license expiring, the license will be inactivated, and the licensee will have to apply for a new license.  A new license will not be granted until the deficient CE hours are completed and the fine is paid.  In order to ensure that there is no delay in renewing a license, license holders are encouraged to complete CE hours at least 30 days before the license expires to allow time for the CE provider to report the successful completion of the course(s) to TDI.

All Licensees:

At least half the hours must be classroom or "classroom equivalent". There are only two topic groups, "General" and "Ethics". Any licensee may take courses from these two groups. Courses are not divided by license type.

Full Time Home Office Salaried Employees:

Insurers whose plan of operation contemplates the use of these employees are responsible for their training. If insurer wishes to do the training in house, it must be a registered provider. Find information on t he CE Course Provider Information page.

What Counts as Credit Toward CE Requirements?

Typically, credit is earned by taking courses that have been approved by TDI from registered course providers. Each course will indicate the number of hours and whether any count toward the ethics requirement.

Other ways to earn CE credit:

Passing a part of many professional designation programs is a way to earn credit. A professional designation program is defined in the 28 TAC §19.1010. It is (A) nationally recognized in the insurance industry, and is (B) issued by an entity that maintains a not-for-profit status and has been in existence for at least five years.

Up to four hours of continuing education credit can be earned by an agent who is an active member of a state or national insurance association. For information about how the credit can be earned, review Chapter 4004.0535 of the Texas Insurance Code and §19.1011 and new §19.1020 of the Texas Administrative Code. The rules adopting the provisions can be viewed here; 28 TAC §§19.1011, 19.1020 and 19.1021.  Click here for the Association Credit Form.

"Qualifying" courses, not certified by TDI, may also be used for credit, as described in 28 TAC §19.1010. Qualifying courses are insurance courses that are: (A) offered for credit by accredited colleges, universities, or law schools; (B) part of a national designation certification program; (C) approved for classroom, classroom equivalent, or participatory credit by the continuing education approval authority of a state bar association or state board of public accountancy; or (D) certified or approved for continuing education credit under the guidelines of the Federal Crop Insurance Corporation.

Exemptions from, and extensions of time for a licensee

to complete CE hours are possible, under very limited circumstances. The key to an extension being granted is proper documentation of a circumstance described in the rule that is beyond the licensee's control. Examples include a long term illness, or military service in a theater of war. Reasons related to business or work load are never acceptable. Documentation is also important when claiming an exemption from continuing education hours if our records do not show current eligibility.

The 20 years of licensure needed to qualify for an exemption must be CONTINUOUS (no breaks greater that 90 days) and the license must be held under the Texas Insurance Code. To request an exemption from completing CE hours, or an extension of time to complete CE hours, submit TDI form FIN517, Application for Licensee Exemption or Extension form.

Useful Tools to Find Courses, View Your Transcript, etc. - at your fingertips

Useful information is available from the Sircon/Compliance Express - Look up education courses/credits menu, including the following:

• Continuing Education Transcript Inquiry to view your transcripts to verify that Texas CE credit is current and has been posted to your CE transcript

• Pre-licensing Education Transcript Inquiry to view the transcript of an individual who does not have their license yet

• Course Offerings Inquiry to find available courses. You set the search parameters, such as city and dates to locate available courses.

• Approved Courses Inquiry to obtain listings of approved courses. You set the search parameters, such as instruction method, course category, course hours, etc.

• Approved Providers Inquiry to obtain a list of all providers in Texas. You set the search parameters by region, provider name, or both.

• CE Exemption or Extension Request to submit an electronic application requesting an exemption from CE hours, or to request an extension of time to complete required hours

• Ask a question, complain about a provider/course, or comment about this page  [email protected]