Continuing Education for Education Providers

All course applications must be filed electronically via SBS. All required fields must be completed and all required documents uploaded at the time of application. Failure to include all required information and materials with the application will result in the course being denied.

The NAIC CER form is no longer required to be uploaded with the application. SBS is affiliated with the NAIC, as such the SBS application contains all the information gathered from the NAIC CER form

There is a $25.00 non-refundable processing fee for each application. This fee will not be refunded if the course is denied for any reason, including not filling out the application completely or failing to provide all documents at the time of application.

Idaho domiciled courses are reviewed and sent to the CE committee for review the day after they are submitted. The CE committee can take upwards of a month to approve a course.

Courses being applied for using reciprocity are reviewed as they are submitted. A decision is typically made within 1-2 business days.

Non-resident courses are approved for up to two years, or the expiration date in their home state, whichever comes first. If the course does not get its full two years in Idaho, the provider can submit an extension request form once they have a new home state approval document with a later date. Extension requests are free, and typically processed in 1 business day.

Course application requirements vary by course method.

CE courses can be renewed up to thirty days before the expiration date.

All course renewals are submitted via SBS.

Idaho domiciled courses and Non-Idaho domiciled courses have different renewal requirements. Please see below for instructions.

All courses being approved via reciprocity must provide a home state approval document with the application, and an updated one at every renewal.

In spite of the name, the home state approval document does not need to be a letter directly from the home state. It can be any document showing the course is currently active in its domicile state that contains the required information and is from a regulator authorized source, such as Sircon, SBS or a state-maintained website.

The following information must be included to be considered a home state approval document.

• Provider Name
• Course’s Home State
• Course Name: The course name in the home state and Idaho must match.
• Number of Credits: Credits may be lowered in Idaho if the home state does not use NAIC approved calculation method or sections of the course do not meet Idaho’s CE subject standards.
• Expiration Date: Idaho will approve a course for up to two years but will not exceed the expiration date on the home state approval letter. If the home state does not have an expiration date, the home state approval document must show that the course is currently active in the home state. Extensions are granted for courses with a home state who licenses for less than two years.

All course maintenance is performed in SBS.

Instructors: All course instructors are to be submitted and approved in SBS before they instruct a course.

Course Offerings: While Idaho does not require a provider to enter course offerings, we do strongly encourage it.

Course Rosters: Credits must be uploaded via the Course Roster tool in SBS within 30 days of completion.

Idaho is a member of the National Association of Insurance Commissioners. The NAIC has models for continuing education that we try to remain in compliance with for courses and providers in Idaho. Idaho is reciprocal with other states where a provider already has approval for courses in their home state. However, the course also must meet the standards and criteria for Idaho Statute.

If you choose to submit your course for approval based on NAIC CE Reciprocity, please submit all of the same documentation with your NAIC CE Reciprocity application form, plus a document that proves current approval in the home state.

Please note, per statute, Idaho has the right to approve fewer credits than granted in your home state.

Idaho will not extend reciprocity to courses whose home state is one of the following areas. Courses whose home state is listed must either have a designated home state or apply as an Idaho domiciled course.

• Florida
• American Samoa
• Guam
• Northern Mariana Islands
• Virgin Islands

Full information on the NAIC guidelines can be found on NAIC’s website .

It is strongly suggested that providers familiarize themselves with Idaho’s statutes, rules, and guidelines concerning CE as well as the NAIC CE reciprocity agreement.

Due to recent trends toward online educational methods, the NAIC has recently adopted new definitions for describing course methods of instruction.  To view the complete list of definitions click here.

Instruction Methods can be separated into two major categories, Self-study and Instructor-led. All self-study courses require their method of completion be an examination. Instructor-led courses do not require an exam or other knowledge assessment tool but do require interactive behavior that is monitored during the session.

Idaho allows a course to have multiple instruction methods on one application as long as all documents required for each method are uploaded with the course.

Self-study Courses

The following course methods are considered self-study courses In Idaho:

• Correspondence
• Internet
• Self-Study
• Video/Audio/CD/DVD

All self-study course methods require the method of completion to be an exam. The amount of questions in the exam pool are determined by the NAIC approved method. Please note, Idaho does not use the difficulty modifier as course difficulty is not required in Idaho

Instructor-led Course Methods

The following course methods are considered instructor-led courses in Idaho:

• Classroom
• National
• Seminar
• Teleconference (if live, prerecorded is considered an Internet course)
• Webcast (aka Webinar)

There are two types of Instructor-led courses, Physical Classroom and Virtual Classroom each has their own requirements.

Physical Classroom Requirements

1. Designate a person, other than the instructor, to monitor the entire class. Instructor may be the monitor for 15 or fewer attendees.
2. Assure attendance criteria are adhered to and advise all attendees of the criteria prior to the commencement of the class. Providers may advise attendees of the course of the attendance criteria by giving them a copy prior to the class.
3. Assure that attendees sign in prior to the class commencement. Course attendees who arrive more than 10 minutes late will not be given credit for the class.
4. Assure that attendees sign out at the conclusion of the class. Course attendees who leave prior to the conclusion of the class will not be given credit. Student attendance is based on personally identifiable information, such as username, password, email, government-issued identification, electronic signature.
5. Attendance is monitored via student participation or interaction with course activities. This can be accomplished via regular polling questions; periodic activities where required interaction is specifically monitored for each attendee, etc.

The purpose of the above-mentioned criteria is to help ensure attendance and attention at course sessions which grant satisfactory completion. The monitor has the authority to withhold course credit from any attendee who does not give satisfactory attention. Failure to comply with these requirements will result in loss of certification in accordance with Section 023 of IDAPA 18.06.04.

Virtual Classroom Requirements

1. A person other than the instructor must be designated to monitor the entire class. The instructor may be the monitor for 15 or fewer attendees.
2. Assure attendance criteria are adhered to and advise all attendees of the criteria prior to the commencement of the class. Providers may advise attendees of the course of the attendance criteria by giving them a copy prior to the class.
3. Assure that attendees sign in prior to the class commencement. Course attendees who arrive more than 10 minutes late will not be given credit for the class.
4. Assure that attendees sign out at the conclusion of the class. Course attendees who leave prior to the conclusion of the class will not be given credit. Student attendance is based on personally identifiable information, such as username, password, email, government-issued identification, electronic signature.
5. Attendance is monitored via student participation or interaction with course activities. This can be accomplished via regular polling questions; periodic activities where required interaction is specifically monitored for each attendee, etc.

The purpose of the above-mentioned criteria is to help ensure attendance and attention at course sessions which grant satisfactory completion. The monitor has the authority to withhold course credit from any attendee who does not give satisfactory attention. Failure to comply with these requirements will result in loss of certification in accordance with Section 023 of IDAPA 18.06.04.

Course categories are determined by the provider upon application.  Course categories available in Idaho are:

• Adjuster
• Annuity Suitability Best Interest
• Bail
• Casualty
• Ethics
• Flood
• General
• Health
• Life
• Life and General
• Life and Health
• Long Term Care
• Prop, Cas, Life and Health
• Property
• Property and Casualty
• Property and Health
• Property and Life
• Property, Life and Health
• Your Health Idaho

Classes may have a combination of course categories.  If you don’t see a category that fits your curriculum, you can select multiple categories by holding the “Crtl” key while making your selection. If multiple categories are selected, you will need to enter the credits in each category.

Idaho Administrative Rule 18.06.04, Continuing Education

CE Course Extension Request

Exhibit C: Certificate of Completion (sample)

Exhibit D: Roster Form

Home State Approval Letter Examples: Sircon and SBS

NAIC CER Form

Sample Course Sign-in/Sign-out Form