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This insurance continuing education course will lead agents through the continuum of Financial Planning for families from managing their credit and debts, to budgeting, to saving for college education for dependents and retirement, to planning for insurance needs in senior years and estate planning. They will learn about a variety of insurance products, investments and techniques designed to meet a wide range of financial objectives including: Debt Management, Budgeting, Roth IRAs and traditional IRAs, Education IRAs, and other ways to finance education, 401(k) plans, SIMPLE, SEPs, Health Insurance, Medicare, Social Security, Disability Income Insurance, Long Term Care Insurance, Various types of Life Insurance, Annuities, Wills, Trusts, Powers of Attorney, and more.
Hawaii State Requirements
Continuing Education Hours
Course Subject Requirements
All nonresident annuity producers must complete a one-time 4-hour annuity training course before selling in HI.
Continuing Education Compliance Date
All continuing education credits must be achieved by the date of the license renewal.
Producers' licenses renew on the 16th day of their birth month. Even months renew in even years, odd months renew in odd years.
Types of Courses Accepted for CE Credit
Independent self-study courses, classroom study, and insurance company sponsored courses.
Excess CE credit hours may NOT be carried over to the next reporting period.
Courses may not be taken for credit more than once in a reporting period.
Self-study final exams are required to be monitored by a disinterested third party.
Method to Certify Completion
Your certificate of completion will be e-mailed to you after you complete an exam. The provider submits credits earned to the insurance division and maintains attendance records for 5 years. The licensee keeps the original certificates of completion in their files for 4 years.
For Additional Information Please Contact
Hawaii Insurance DivisionLicensing Division
PO Box 3614Honolulu, HI 96811-3614PHONE: (808) 586-2788
FAX: (808) 586-2806
State Website: http://hawaii.gov/dcca/areas/ins/
System Requirements: Please note that Mozilla firefox 20 download here or Internet explorer 9 or higher: Download here are required to view our website when you wish to access the learning center. You should also note that taking courses over a wireless internet connection is not advised. When taking your exams you should try to be on a wired internet connection to your computer.
If you prefer, however, you may purchase a printed book and/or printed exam at additional cost.
You have 3 options if purchasing the course outside a subscription:
For options 2 and 3, you will be able to choose either regular or express shipping during checkout.
Please choose your option carefully! There is no refund for printed materials or exams ordered by mistake!
If your state requires monitored exams, you must have your monitor sign-in and follow the monitor instructions BEFORE you begin the exam. See the State Information tab, Monitor tab and Help Center for more information.
Your voucher covers an online book, online exam, grading and one CE certificate for insurance. It DOES NOT INCLUDE printed books, printed exams, state fees or CE certificate(s) or reporting for additional designations or types of CE, although they are available as options for additional charge.
If you choose printed books or exams, you will be charged the balance due during checkout.
If your state charges a fee to report your credit, this fee is due from you. When you check-out, you must pay this fee in order to access the course and obtain CE credit.
After you pass your exam, you will be able to purchase CE certificates for professional designations such as CFP, CPE, etc. you will be charged $10 for each one. Please DO NOT order these additional certificates unless you currently hold that professional designation. There are NO REFUNDS for additional certificates ordered and not needed.
Your state requires that your exam(s) MUST be monitored.
The monitor must print, sign and complete the affidavit found by clicking Printable Monitor Form to indicate that the exam was taken without any outside help from any source. Please fax the completed monitor form to: (619) 421-8171 immediately after completing the exam. Your exam will not be completed, and no CE credit will be awarded or reported to your state, until the properly completed, signed monitor form has been received (along with any state reporting fees that may be due).
Many of our Insurance CE courses are also approved for CE credit for agents who hold professional designations such as CLU, ChFC, CFP. The type of CE credit and number of hours approved are listed above in the course description.
If you do not hold a professional designation and do not need any type of CE other than for your insurance license renewal, please do not order a PACE or CFP certificate. It will not benefit you and once ordered, there are no refunds!
There are no refunds for certificates ordered by mistake!
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