Continuing Education
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Continuing Education

NAIFA-Wisconsin is pleased to offer continuing education (CE) credits for Wisconsin Local Associations through the Office of the Commissioner of Insurance. Please see additional information below.

Getting a Course Approved

If a course is not currently approved for CE, specific information is required. Complete the Course/Instructor Approval Form and return to the NAIFA-Wisconsin office no less than 90 days prior to the first course presentation. This allows us to file the course properly with the OCI.

If you are unsure if a course is approved or not, please contact our office to confirm.

Approving an Instructor 

Instructors must meet specific requirements. Complete the Course/Instructor Approval Form and return to the NAIFA-Wisconsin office no less than 90 days prior to the first course presentation. This allows us to file the course properly with the OCI.

Course Promotion

OCI rule states you cannot promote a course as available for continuing education credit until it is actually approved.

Pre-Approved Courses

For courses already approved under NAIFA-Wisconsin’s provider number, complete the Course Scheduling Request Form and submit to the NAIFA-Wisconsin office at least 15 business days prior to the event.

Attendee Information

All courses are required to have a Sign-in/Sign-out sheet. It is the instructor’s responsibility to ensure attendees properly complete this form and that it is returned to the NAIFA-Wisconsin office within 10 days of the course. Attendees must also receive a certificate of completion upon successful conclusion. It is also the instructor’s responsibility to distribute these after the course. Failing to sign in or out properly will invalidate the completion certificate.

Cost

NAIFA-Wisconsin charges a nominal fee per person.

The above information is subject to change. Please contact our office for full guidelines and forms.

National Association of Insurance and Financial Advisors-Wisconsin

Regional Office
600 State Street, Suite A
Cedar Falls, IA 50613