The purpose of this rule is to establish criteria, standards, and procedures for continuing education (CE) courses that licensed agents must complete to maintain their license.
This rule is promulgated pursuant to the authority vested in the superintendent under sections 3901.041, 3905.12, 3905.26, 3905.28, 3905.486, and 3905.95 of the Revised Code.
All requests for approval of a course are to be made in the manner prescribed by the superintendent and contain the following information:
"Certified Insurance Counselor" (CIC);
"Chartered Financial Consultant" (ChFC);
"Chartered Life Underwriter" (CLU);
"Chartered Property and Casualty Underwriter" (CPCU);
"Fellow Life Management Institute" (FLMI);
"Life Underwriting Training Council Fellow" (LUTCF);
"Registered Employee Benefit Consultant" (REBC); or
"Registered Health Underwriter" (RHU); or
"Accredited Advisor Insurance" (AAI);
"Associate in Automation Management" (AAM);
"Associate in Claims" (AIC);
"Associate in Fidelity and Surety Bonding" (AFSB);
"Associate in Insurance Accounting and Finance" (AIAF);
"Associate in Loss Control Management" (ALCM);
"Associate in Management" (AIM);
"Associate in Marine Insurance Management" (AMIM);
"Associate in Premium Auditing" (AIPA);
"Associate in Premium Auditing" (APA);
"Associate in Reinsurance" (ARE);
"Associate in Research and Planning" (ARP);
"Associate in Risk Management" (ARM);
"Associate in Underwriting" (AU);
"Certified Employee Benefits Specialist" (CEBS);
"Certified in Long Term Care" (CLTC);
"Certified Senior Advisor" (CSA);
"Fraternal Insurance Counselor" (FIC);
"Life Underwriting Training Council Graduate" (LUTC Graduate);
"Program General Insurance" (INS); or
Associate or bachelor degree with a specialization in insurance.
An interactive on-line course must be designed to prevent the participant from completing the course in a time unreasonably short when compared to the credit hour total approved for the course.
A provider may administer examinations to participants to verify participation and evaluate the effectiveness of the distance learning course, but passage of an examination by a participant may not be a condition for advancement to a subsequent section of the course or successful completion of the course, unless the course is part of a national designation program which requires the passage of an examination.
A state insurance professional association or organization that is an approved provider pursuant to rule 3901-5-02 of the Administrative Code and that is affiliated with a national association or organization may file a course application and roster for annual association meetings conducted by the national association or organization so long as:
A local, regional, state, or national professional insurance association that is an approved provider pursuant to rule 3901-5-02 of the Administrative Code may file a course application and roster for association membership credit.
If any portion of this rule or the application thereof to any person or circumstance is held invalid, the invalidity does not affect other provisions or applications of the rule or related rules which can be given effect without the invalid portion or application, and to this end the provisions of this rule are severable.
Ohio Admin. Code 3901-5-03
Five Year Review (FYR) Dates: 8/30/2024 and 08/30/2029
Promulgated Under: 119.03
Statutory Authority: 3901.041, 3905.486
Rule Amplifies: 3905.484
Prior Effective Dates: 10/12/1998, 07/08/2002, 09/22/2005, 01/01/2011, 11/10/2014, 11/14/2019, 01/01/2024