Charting Your Financial Future 

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.

Idaho State Requirements

 Updated: 03/01/2012

Continuing Education Hours

• Resident producers must earn 24 hours of continuing education every two years. 3 of these credit hours must be in law or ethics.

Course Subject Requirements

• All agents must take 3 hours of law/ethics each renewal period.
• Producers selling long term care insurance must complete an initial 8 hour course on long-term care prior to selling long-term care policies and a 4 hour course biennially thereafter. Initial compliance must be met by 11/01/07. Credits may be applied to overall CE compliance.
• All Idaho insurance producers licensed in property, casualty or Personal lines of authority who sell flood insurance through NFIP must complete a one-time course related to the NFIP which will provide three (3) hours of continuing education credit no later than 04/01/07. For those Idaho resident insurance producers licensed in property, casualty or personal lines of authority who do not currently sell flood insurance through the NFIP, but who intend to do so in the future, the department is requiring those producers to complete the one-time three (3) credit continuing education course related to NFIP prior to selling flood insurance through NFIP.

Continuing Education Compliance Date

All continuing education credits must be achieved by the date of the license renewal.

The compliance date is the license renewal date. The license renewal is the first day of the month following the license issuance date, biennially.

Types of Courses Accepted for CE Credit

Independent self-study courses and Classroom study.

Final Exam

Self-study final exams are not required to be monitored.

Carryover Requirements

Excess CE credit hours may NOT be carried over to the next reporting period.

Course Repetition

Courses may not be taken for credit more than once in a reporting period.

Exemptions

• Nonresident Producers are not required to complete CE courses.
• Limited lines producers.
• Licensees who have applied for and been granted inactive status by the insurance director.
• Licensees on extended active military duty are exempt for the period of duty.
• Independent adjusters.

Roster Fees

A roster fee of $1.00 per credit hour ordered is required to process course completion hours in Idaho and will be added to the order total upon checkout.

Method to Certify Completion

You will be able to print your certificate of completion online once you have completed your exam. The course provider submits a certificate of completion to the licensee as well as submits an attendance roster to the CE administrator within one business day of your exam completion. The licensee transfers information from the certificates of completion to the Continuing Education Statement located on the back of the licensee's renewal form. The licensee keeps a copy of the Continuing Education Statement and the original certificates of completion in his or her files for 3 years.

For Additional Information Please Contact

Idaho Insurance Department
Licensing Division

Third Floor, 700 W. State St.
Boise, ID 83720-0043

Phone: (208) 334-4250

Fax: (208) 334-4398

State Website: http://www.doi.idaho.gov/

Course Format

System Requirements: Please note that Mozilla firefox 9 download here or Internet explorer 8 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 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.

How to Redeem Vouchers