CALIFORNIA STATE REQUIREMENTS
Continuing Education 24 Hours Biennially
Including 3 Hours of Ethics

LICENSE RENEWAL

  • License renewal date is the last day of the month when the license was issued
COURSES ACCEPTED FOR CE CREDIT
  • Classroom Courses
  • Self-Study Courses
  • Online Courses
  • An Instructor can earn the same number of credit hours as a student
  • Licensees can only get credit for approved courses for the license type held
COURSE SUBJECT REQUIREMENTS
  • Three (3) hours of ethics each compliance period
ANNUITY REQUIREMENT
  • Initial 8-hour training requirement: Before selling annuities in California, producers must complete an initial 8-hour, state-approved annuity training course
  • Ongoing 4-hour training requirement: After completing the initial 8-hour training requirement, producers continuing to sell annuities must complete a 4-hour, state-approved annuity CE course in every 2-year license term following the initial 8-hour training completion
LONG TERM CARE REQUIREMENT
  • Long Term Care: Individuals who sell long-term care products in California must complete 8-hours of California LTC annually for the first four years, then 8 hours biennially thereafter. These courses are state specific and state provided
  • California Partnership Long Term Care: Individuals who sell California Partnership for Long-Term Care products must obtain eight hours of specific partnership LTC and 8 hours of California-approved LTC credits before soliciting. Thereafter, 8 hours in each type of LTC CE courses must be completed biennially. However, a new licensee must complete 8 hours of California-approved LTC annually for the first four years of licensure, and 8 hours in partnership LTC biennially. These courses apply toward the completion of the basic CE requirement
CARRYOVER REQUIREMENT
  • CE hours can carry over onto the next cycle from the second year of a previous licensing term only, and cannot exceed the next renewal education requirement. Excess ethics, annuity or long-term care credits carry over as general credits
COURSE REPETITION
  • Credit will not be given for a course that is repeated within a compliance period
FINAL EXAM
  • No monitor required for a final exam
EXEMPTIONS
  • Agents who are 70 years or older and have held a California insurance license in good standing for 30 years or more. These agents must still meet the annuities, long-term care and CA Partnership long-term care specific product requirements if they choose to solicit these products

For Additional Information please contact:

California Department of Insurance

320 Capitol Mall
Sacramento, CA 95814-4309
Or
45 Fremont Street, 23rd Floor
San Francisco, CA 94105
Or
300 S. Spring Street, South Tower
Los Angeles, CA 90013

Phone: Licensing Hotline 800-967-9331

State Website: www.insurance.ca.gov

Revised 6/13/18