Commentary. WebStep 1: Meet the requirements Step 2: Submit the application and other required documents Step 3: Pass the exam Step 4: Activate the license Step 5: Complete the post-licensing requirements To see these steps in more detail, check out our FAQs below. Limited lines producers who sell only credit life and health insurance, bail bonds, surety bonds, or travel accident and baggage insurance, producers Commentary. If the Department issues a temporary agent license, for how many days is it valid? CPAs who complete sponsored learning activities that maintain or improve their professional competence should claim the CPE credits recommended by CPE program sponsors. 08. participants and instructors for each program session, including self-study, to determine, among other things, whether: 25. By paying their dues each year, members affirm they are in compliance with the CPE membership requirements. An integral part of the lifelong learning required to provide competent service to the public. Internet Explorer is no longer supported. CPE program sponsors are responsible for compliance with all applicable standards and other CPE requirements. 7. Every licensee must complete 2 continuing education hours on the topic of ethics. 2 or more employers in the same industry and 1 or more labor unions. To accomplish this, CPE program sponsors must inform participants in advance of: 18. TDI has created a Continuing Education Frequently Asked Questions webpage that contains valuable information regarding CE requirements. 07. Identify the indicators of satisfaction of a performance obligation. application using eLicensing. Participants must document their claims of CPE credit. 23. All of the following statements are true of a juvenile policy, except: When the death of an insured occurs within a specified period, causing the policy to pay double or triple benefits, this policy must have which of the following riders? To the extent it is possible to do so, CPE program sponsors should make every attempt to equate program content and level with the backgrounds of intended participants. CPAs who participate in only part of a program should claim CPE credit only for the portion they attended Learning activity level that provides a general review of a subject area from a broad perspective. Which of the following is false regarding provisions for life policies? In order to receive credit for attending a classroom insurance continuing education course, how much of the course must a student attend? education policies. The credits to be recommended by an independent study CPE program sponsor should be agreed upon in advance and should be equated to the effort expended to improve professional John has had his individual Health and Disability Income policies for many years. WebWHO IS EXEMPT FROM CONTINUING EDUCATION REQUIREMENTS? In the event that an insured receives a periodic benefit as the result of exercising the Accelerated Death Benefit Rider, what information must the insurer provide to the insured? The death benefit and cash accumulation will be reduced by the partial withdrawal. 29. Members will have wide latitude in selecting continuing education programs suitable to their professional activities. If applicable, individual instructors were effective. Overview. deficiency for the preceding three-year period may not be counted toward the requirement for the three-year reporting period in which they are taken. For example, a new member in calendar year 1993 begins a three-year reporting period on January 1, 1994, which ends December 31, 1996, and is required, beginning for the calendar year 1994, to comply with the CPE requirements set forth above. self-study, or independent study programs. A 15-year old girl who lives with her mother out of the service area, but whose dad is a subscriber. _____________ insurance allows for insurance coverage to be obtained when not available from admitted carriers. Examples include a long term illness, or military service in a theater of war. 06. required by these standards. Which Act was implemented in order to protect consumers from questionable Medicare Supplement Policy marketing practices? CPE program sponsors must ensure instructors are qualified with respect to both program content and instructional methods used. 15. indicates the number of years you have been licensed. CPE program sponsors must use activities, materials, and delivery systems that are current, technically accurate, and effectively designed. Continuing 22. 37. C. The following licensees may request exemptions from continuing education requirements, but shall not be exempt unless such exemption is approved by the Board after submission of an exemption request in the form and manner required by the Board: 1. For example, five 30-minute presentations would equal 150 minutes determine credits, CPAs should claim credit only for activities through which they maintained or improved their professional competence. For more detailed information about qualifying programs, please refer to the Statement on Standards for Continuing Professional Education (CPE) Programs which is included here [sections 100-400] as part of these policies. 22. CPAs may participate in a variety of sponsored learning activities, such as workshops, seminars and conferences, self-study courses, Internet-based programs, and independent study. Learning objectives are useful to program developers in deciding appropriate instructional methods and allocating time to various subjects. Which of these is a Mandatory Uniform Provision? 11. For the accelerated benefit to apply, the insured must have a terminal illness, a long-term care illness, or an illness or physical condition that is likely to cause permanent disability or premature death. The AICPA will verify compliance on a test basis. Part B of Medicare excludes which of the following medical expenses? A self-assessment of the gap between current and needed knowledge, skills, and abilities; A set of learning objectives arising from this assessment; and. should be reviewed periodically and modified as professional competence needs change. 38.2-1871 Licensees exempt from continuing education . The term "should" is used in the standards applying to both CPAs 03. Pursuant to Business and Professions (B&P) Code Section 10170.8 Continuing Education Requirements | DSHS - Washington Commentary. Persons for CPE requirements begins in the calendar year following their reinstatement. Under the Legal Actions Mandatory Uniform Provision, an insured must wait at least _____ days after providing proof of loss before he or she can take legal action against the insurer. Helps pay for hospital care and skilled nursing facility care as an inpatient plus home or hospice care. Members who are retired or exempt for any part of the year are exempt for the full year. The CPE program sponsor reviews and signs the participant's report, The CPE program sponsor reports to the participant the actual credits earned, and. 201:1). CPE credits will be awarded only if: All the requirements of the independent study as outlined in the learning contract are met. For more information about continuing education requirements for agents and adjusters, or if you have comments regarding this page, please write to CE@tdi.texas.gov or call 512-676-6500. Which of the following qualified plans puts the investment risk entirely on the employer sponsoring the plan? Commentary. Property and casualty insurance consultants who are also licensed as property and casualty agents and who satisfy the continuing education requirements needed for continuation of their property and casualty agent license. Accordingly, acceptable continuing education encompasses programs contributing to the development and maintenance of both technical and non-technical professional skills. Which of the following statements about continuing education is true? The key to an extension being granted is proper documentation of a circumstance described in the rule that is beyond the licensee's control. 1240. Continuing Education | FINRA.org