Wisconsin CE Requirements

Resident Requirements

All intermediaries holding a Wisconsin insurance license in any of the major lines of life, accident and health, property, casualty, personal lines P&C, or in the limited line of automobile must complete 24 credit hours in each biennium, 3 of the 24 hours must cover ethics in insurance.

Important: CE credits must be banked by the provider by your license expiration date for you to stay in compliance. Providers have 10 days to bank credits from the date all required information is received from the student. Please allow for this 10 day processing time when planning your CE course completion as the provider will not expedite reporting credits.

Long-Term Care Training

Agents selling long-term care insurance are required to complete eight hours of training by January 1, 2009, and four hours of training every two years thereafter.

Non Resident Requirements

Non-residents who comply with resident CE requirements are exempt from WI CE reqs.

Exemptions

Education

Any person teaching an approved course shall receive the same number of hours as his or her students.

Proctor/Monitor Requirements

Print Requirements

A proctored final examination is required for self-study courses. The proctor must be a disinterested third party or currently licensed agent with no family or financial relationship to the student. The proctor must verify the agent's identity and complete an affidavit supplied by the approved provider attesting that the agent received no outside assistance. Membership in a professional association/organization does not constitute a financial relationship.

Online Requirements

A proctored final examination is required for online courses. The proctor must be a disinterested third party or currently licensed agent with no family or financial relationship to the student. The proctor must verify the agent's identity and complete an affidavit supplied by the approved provider attesting that the agent received no outside assistance. Membership in a professional association/organization does not constitute a financial relationship.

Reporting Requirements

Report within 10 days of course completion. Need Agent's Wisconsin license number to report. Weekly reporting.

Period Criteria Requirements

Wisconsin resident licensees must complete their CE requirements prior to the last day of his or her birth month every two years.

Carryover Criteria Requirements

CARRYOVER OF CE HOURS IS NOT PERMITTED

Course Repetition

Course repetition is not permitted within the compliance/renewal period.

Acceptable Training Methods

ONLINE (INTERNET DELIVERY)

CORRESPONDENCE (PRINT)

COMPANY SEMINARS

CLASSROOM

Notice

This information is based on state laws and regulations and is subject to change. Kaplan Financial Education makes every effort to make sure this information is current and accurate, however, Kaplan Financial Education is not engaged in rendering legal or professional advice and shall not be held responsible for inaccuracies contained herein.