Resident - Provider Continuing Education Courses, Outlines and Materials The following links provide information on the continuing education courses, outlines, and training material are for California resident licensees. This material is available in Adobe's Portable Document Format (pdf). To view and complete these pdf forms on your browser you must have Adobe Acrobat Reader on your computer. A free copy of the Adobe Acrobat Reader can be downloaded from the Adobe Web Site.

Continuing Education Courses California resident licensees must meet the continuing education requires states in Section 1749 of the California Insurance Code.  The link below provides the education provider and the licensee with a list of the available education courses. Education Provider and Course Search  

Continuing Education Outlines and Training Material [in pdf format*] Long Term Care Outline [in pdf format*] For California resident life agents who sell long term care California Insurance Code Section 10234.93 (4) states, in part, that this requirement shall be part of, and not in addition to, the California resident licensee's continuing education requirements in Section 1749.3 for those life agents who sell long term care.

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Annuity Training Outline [in pdf format*] For California resident life agents who sell annuities California Insurance Code Section 1749.8 (b) states, in part, that this requirement shall be part of, and not in addition to, the California resident licensee's continuing education requirements of Section 1749.3 for those life agents who sell annuity products.

Eight-Hour Annuity Training

8-hour Annuity Training Outline

Provider Legislative Reference - Attachment I

Living Trust Mills and Pretext Interviews - Attachment II

Life Agent Disclosure Requirements for Sales to Elders - Attachment III

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Ethics Training Guidelines Section 2188 et seq. of the California Code of Regulations are currently being amended. Part of the proposed changes will be the requirement that Life Agents and Fire/Casualty Broker-Agents complete four (4) hours of ethics training during their two-year license term. Similarly, Personal Lines Broker-Agents will be required to complete two (2) hours of ethics training during their two-year license term. The training will be part of, not in addition to, the California resident agent's current continuing education requirement. 

The link below is to the Ethics Continuing Education Course Development and Review Guidelines which have been approved by the California Department of Insurance's Curriculum Board. These regulations are still pending final approval by the Office of Administrative Law.

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Workers' Compensation On or before July 1, all insurers are to certify annually to the Commissioner that they have met the minimum standards of training and/or experience stated in the Workers' Compensation Claims Adjuster Regulations for all claims adjusters and medical bill reviewers.

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Homeowners' Insurance Valuation Section 1749.85(a) of the California Insurance Code requires Fire and Casualty Broker-Agents and Personal Lines Broker-Agents to complete training in the proper methods of estimating the replacement value of structures. This requirement shall be part of, and not in addition to, the California resident licensee's continuing education requirement.

SB 2 Homeowner's Insurance Valuation Outline 

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*To view and complete these pdf forms on your browser you must have Adobe Acrobat Reader on your computer. A free copy of the Adobe Acrobat Reader can be downloaded from the Adobe Web Site.  

Education Frequently Asked Questions Education Provider Information  If you need further assistance, please call CDI's Producer Licensing Bureau's Education Unit at (916) 492-3064. Please be sure to include your name, telephone number, license number and e-mail address in all correspondence with the California Department of Insurance.