Click the Course List tab below to view all courses included in this subscription.
California State Requirements
Updated: 12/13/2013
Continuing Education Hours
Course Subject Requirements
License Term
Continuing Education Compliance Date
All continuing education credits must be achieved by the date of the license renewal.
The license renewal date is the last day of the license issuance month, biennially. Personal lines renewal is 12/31 biennially.
Types of Courses Accepted for CE Credit
Independent self-study courses (except for partnership LTC credits & bail agent CE) and classroom study.
Final Exam
Self-study final exams are not required to be monitored, except for courses approved specifically to meet the "24 hour Coverage" requirement, which must be monitored by a disinterested third party (i.e., someone with no financial dependency on the student).
Carryover Requirements
Excess hours may be carried forward to the next year. Excess hours from an approved ethics, annuity or LTC course are carried over as general credit only.
Course Repetition
A course may not be taken for credit more than once within a 2-year license term. Within the first 4 years of selling LTC products, producers may only repeat an LTC course every 24 months from the original course completion date.
Exemptions
Method To Certify Completion
You will be able to print your certificate of completion online once you have completed your exam. The course provider reports credits earned to the insurance department within one business day of course completion. The licensee keeps the original certificates of completion in his or her files for 5 years.
Nonresidents
For Additional Information Please Contact
California Insurance Department
License Bureau
320 Capitol Mall
Sacramento, CA 95814-4309
Phone: (800) 967-9331
State Website: http://www.insurance.ca.gov/
Renew Your License Online
To Check the Status of Your CE Credits
*You will need to provide your name -OR- a CA insurance license number.*
2 HRS
Certified Financial Planner
Online/Self-Study
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Anti-Money Laundering-CFP
This course will teach agents to fully understand the issues related to anti-money laundering as set forth in the USA Patriot Act.This course is inten..
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5 HRS
Certified Financial Planner
Online/Self-Study
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Disability Income Insurance-CFP
This comprehensive course on disability income insurance is all the training agents need to educate clients and sell policies. This course defines and..
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5 HRS
Certified Financial Planner
Online/Self-Study
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Ethics and the Insurance Agent-CFP
This course is NOT the 2 hour mandatory CFP ethics course. We do not offer that course at this time
Upon completion of this course, agents will ..
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5 HRS
Certified Financial Planner
Online/Self-Study
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Life Insurance And Annuities Fundamentals-CFP
This course includes an in-depth discussion of life insurance and annuities, including, definitions, conditions, and other policies available to tailo..
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5 HRS
Certified Financial Planner
Online/Self-Study
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Life Insurance Products And Uses-CFP
By the end of this online insurance CE course, agents should fully understand:
The need for Life Insurance
The uses, personal and business, for li..
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5 HRS
Certified Financial Planner
Online/Self-Study
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Long-Term Care 8 HR Course-CFP
This insurance continuing education course will prepare and certify agents to sell Long Term Care Insurance in the state of California. This course is..
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5 HRS
Certified Financial Planner
Online/Self-Study
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Planning For Senior Needs-CFP
This insurance continuing education course will provide the agent with an in-depth understanding of the various programs and policies (both public and..
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These courses are instructor led programs, usually in a live classroom setting, and do not require you to pass an exam to receive CE credit for the course.
You must choose one of the locations listed in the options above. Please make note of the address of the seminar you choose. You will also receive an email confirmation of your enrollment, which will include the address of the seminar. You can return here to review the address if you misplace it before the class.
All of our seminars begin at 8:30 AM and end at 4:30 PM unless otherwise noted on your confirmation notice. Please arrive at the classroom at least 10 minutes before the starting time on your confirmation notice. All students must be signed-in and seated BEFORE the official class start-time. If you arrive late, please DO NOT interrupt the class in session. You can talk to the instructor at the first break regarding the possibility of obtaining credit for the class or rescheduling for another date. Remember, these classes fill up quickly, and there is usually little or no room for agents who arrive at the last minute without registering in advance.
Cell phones must be turned off during the entire duration of the seminar. You will have time to return messages and make calls during breaks and at lunch.
During the class, you must not have any materials on your desk except the textbook or handout provided by the instructor. By law, students who are reading other materials, talking to other students, sleeping, or otherwise not participating in the learning experience are not allowed to receive CE credit!
Absolutely no recruiting or marketing for products, services, employment or any other activity is allowed at any time during the seminar - including during breaks and lunch. Students caught doing this may be asked to leave immediately and will NOT receive a refund.
Due to the fact that we must pre-pay for locations, teachers, materials and shipping there is a 10-day cancellation or refund policy for classroom courses. If you find you need to cancel a classroom course you may either:
If you have received a CE voucher from an insurance company or wholesaler, you can redeem it by following these instructions.
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.
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 hold a professional designation you may request a certificate for courses taken and exams passed for insurance CE credit. If you pass and exam and would like to get additional credit for one of these designations, please use the link to the left: "CFP & PACE Credit".
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!
Although the state-by-state insurance reporting is done on a daily basis, Sandi Kruise Inc. reports CFP completions in a weekly batch, every Friday morning. There are no extra fees for course reporting for CFP courses, they're include in the price.
To purchase the CFP Only Subscription (No Insurance CE), follow this link: https://www.kruise.com/shopping/cfp-or-pace-credit/product/cfp-sub
Many courses that we have for Insurance CE in California are also reportable for CFP credit. If you need both CA Insurance CE and CFP credit, follow this link: https://www.kruise.com/shopping/purchase-courses/california/product/unlimited-cfp-ce-subscription-california
If you have completed a course for insurance CE and would like it to count for CFP credt, you can purchase CFP credit reporting for those courses here: https://www.kruise.com/shopping/cfp-or-pace-credit/product/cfp-sub Note that not every course is reportable for CFP. To see which are reportable, click the last link, then check "Select Course" in the the Name of Course drop-down menu. It'll be right above the buy button.
System Requirements: All major browsers can be used to complete our courses. This includes Internet Explorer 11.x or higher, Microsoft Edge 20 or higher, Firefox version 51 or higher, Apple Safari version 10.x or higher, and Google Chrome, version 56 or higher.
Desktops, Laptops, Tablets, and most Smartphones are also supported.
This course automatically includes a downloadable textbook and/or other course materials which you may print if you desire. When you are finished studying your course, the exam is taken online and it is graded immediately. In most states you can also print your own certificate of completion, if you pass. There is no additional charge if you complete your course and exam completely online.
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.
Upon purchase, you will be have access to ALL of the CFP courses listed on the course list tab. All course materials and exams will be available online only and all exams will be available to you for a period of one year from the date of purchase. You can only receive a certificate of completion & credit for each course taken and passed once during the one year subscription. Purchasing this subsciption applies only to the agent who purchases it and courses cannot be transferred to or used by any other agent.
NOTE: This is for CFP credit ONLY, no insurance CE is included. If you would like California Insurance CE in addition to CFP credit, please click here.
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