Utah Admin. Code R590-142-4 - Continuing Education Requirements
(1) A producer, consultant, adjuster, and
navigator licensee shall comply with, and a registered provider shall be
familiar with, the following continuing education requirements:
(a) upon renewal of a license, continuing
education credit hours in excess of the number required to renew the license
may not be carried over or applied to any subsequent licensing
period;
(b) a licensee shall attend
a course in its entirety to receive credit for the course; and
(c) a licensee may repeat a course for credit
but may not take a course for credit more than once in a license continuation
period.
(2) A producer,
consultant, and adjuster licensee shall comply with, and a registered provider
shall be familiar with, the following continuing education requirements:
(a) the number of credit hours of continuing
education insurance -related instruction required to be completed every two
years as a prerequisite to a license renewal shall be in accordance with
Sections
31A-23a-202
and
31A-26-206;
(b) a producer, consultant, or adjuster
licensee may obtain continuing education credit hours at any time during the
two-year licensing period;
(c) not
more than half of the total credit hours required shall be satisfied by courses
provided to a producer, consultant, or adjuster licensee by one or more
insurers;
(d) a nonresident
producer, consultant, or adjuster licensee who satisfies the licensee's home
state's continuing education requirement is considered to have satisfied Utah's
continuing education requirement; and
(e) a producer, consultant, or adjuster
licensee with a professional designation may use the continuing education
credit hours required to maintain the designation to satisfy the requirement of
the commissioner if:
(i) the hours are
sufficient to meet the current continuing education requirement of Sections
31A-23a-202
and
31A-26-206;
and
(ii) the professional
designation consists of one or more of the following:
(A) Accredited Customer Service
Representative (ACSR);
(B)
Accredited Financial Examiner (AFE) or Certified Financial Examiner
(CFE);
(C) Accredited Insurance
Examiner (AIE) or Certified Insurance Examiner (CIE);
(D) Certified Financial Planner
(CFP);
(E) Certified Insurance
Counselor (CIC);
(F) Certified Risk
Manager (CRM);
(G) Registered
Employee Benefits Consultant (REBC);
(H) Chartered Property Casualty Underwriter (CPCU)
with completion of the Continuing Professional Development (CPD) program; or
(I) Certified Life Underwriter
(CLU), Chartered Financial Consultant (ChFC) or Registered Health Underwriter
(RHU) with completion of the Professional Achievement in Continuing Education
(PACE) recertification program.
(f) Continuing education requirements may be
administered by:
(i) the commissioner;
or
(ii) a continuing education
provider approved by and registered with the commissioner.
(3) A continuing education
provider, including a state or national professional producer or consultant
association, may:
(a) offer a qualified
program on a geographically accessible basis; and
(b) collect a reasonable fee for funding and
administration of a continuing education program, subject to the review and
approval of the commissioner.
(4)
(a) A
navigator licensee shall comply with, and a registered provider shall be
familiar with, the following continuing education requirements:
(i) the number of credit hours of continuing
education instruction required to be completed annually as a prerequisite to
license renewal shall be in accordance with Section
31A-23b-206;
and
(ii) a navigator licensee may
obtain continuing education credit hours at any time during the one-year
licensing period;
(b) To
act as a navigator, a person must successfully complete the federal navigator
training and certification program requirements as established by federal
regulation under PPACA and administered through the United States Department of
Health and Human Services, including any applicable training and certification
or recertification requirements under that program.
(c) A person has successfully completed the
required continuing education requirements for a navigator license in
accordance with Section
31A-23b-206
if the person has:
(i) met the requirements
of (4)(b); and
(ii) completed at
least 2 hours of ethics course.
(d) Continuing education requirements may be
administered by:
(i) the
commissioner;
(ii) a continuing
education provider approved by and registered with the commissioner;
or
(iii) a navigator -related
training program administered through the United States Department of Health
and Human Services.
Notes
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