Attention! Very Important!
Please read this very carefully.
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| Hi, I'm Uncle Bill. Questions? Text (faster reply) or call me! 608.219.4985 |
Purchase self-study CE credits below. Take any class you want, when you want. Review the class reading material at your pace. Move on to the test when you are ready. Tests are 25 or 50 questions, multiple choice. Passing score is 70% or higher. Test only takes 20-25 minutes to finish. You can repeat a test right away if you don't pass at no extra charge, shame, or embarrassment. Once you pass, click the link on the test-confirmation page to get to the test affidavit. You and your proctor will fill it out and type in your initials and "signatures". Then it is electronically submitted to me. Go to www.nipr.com to renew your license with the state. You can only do this in the last 60 days of your licensing period. Fee is about $40 total.
| Credits | Price | WI CE Submission Fee* | Total Cost |
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All Classes offered are listed here. All classes are valid for any type of
WI insurance license; no limitations based on your license type. Choose
for yourself!
Are you looking for...
ETH ►ethics classes?
LTC
►long-term care classes?
ANN
►annuity suitability classes? Look for these symbols in the first column below.
Look for these icons to...
Access the Reading
Access the Test
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Credits, Access, Class Name, Class Number, Credit Details |
Class Description |
24CR |
Agent impacts of PPACA and assorted PPACA ("ObamaCare") details and Q&A from the DOL and IRS. Class reflects original PPACA implementation, not all the changes since: this is history class, not a reflection of current state. In addition, ethics is included so that this single course can fulfill you entire CE requirement! |
24CR |
An engaging assortment of articles that cover the gamut of the P&C world. In addition, ethics is included so that this single course can fulfill you entire CE requirement! |
24CR |
The ins and outs of IRAs and employment-based retirement plans directly from the IRS. In addition, ethics is included so that this single course can fulfill you entire CE requirement! |
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Credits, Access, Class Name, Class Number, Credit Details |
Class Description |
1CR |
A quick look at insurance fraud in many of its present forms, as well as efforts to recognize, control and prosecute it. |
1CR |
Hey Discovery Channel fans... this class takes you on a short journey though the early history of life insurance. |
2CR |
Covers the basics of annuities, with additional emphasis on variable annuities. History of annuities also covered. Does NOT fulfill WI Annuity Suitability Training Requirements |
2CR |
Back to basics--- Fundamentals of insurance in law and in practice. The function of insurance in society as well as risk and contract basics. |
2CR |
A look at these controversial products from two very different angles. You decide which is right! Does NOT fulfill WI Life Settlement Training Requirements |
2CR |
Lighter discussion of concepts in the 'Insurance in the Developing World 1' class. Life and health micro-insurance products are also discussed, and compared to community-based insurance-like activities that already take place in the developing world. |
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Credits, Access, Class Name, Class Number, Credit Details |
Class Description |
2CR |
Survey of the Federal and Wisconsin COBRA health benefit extension laws |
3CR |
Toolkit of tactics successful people use in wading through ethical dilemmas. |
3CR |
Overview of current health insurance scams, and how to protect your clients from them. |
4CR |
This class fulfills the WI state requirement for LTC insurance partnership "on-going training". Once an agent has fulfilled the 8-hour minimum LTCIP training requirement, this class will fulfill the 4 credit minimum requirement for "ongoing" LTCIP training every 2 years. The class reprises LTC insurance, the "partnership" program, Medicaid and the basics of Medicaid in WI. |
4CR |
Overview of legal expense insurance. This rapidly growing product can help agents meet the diverse needs of individual and employer clients. Special thanks to The LegalEase Group for providing this comprehensive survey of the subject. |
5CR |
An engaging variety of readings that chronicle the role of ethics in the industry. |
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Credits, Access, Class Name, Class Number, Credit Details |
Class Description |
5CR |
Overview of errors and omissions insurance--- and how to make sure you never have to make a claim on your personal policy! |
5CR |
Business owners have a lot of insurance decisions to make. This class covers the basics that they need to know. |
6CR |
This class fulfills the Wisconsin Annuity Training requirement for agents who wish to sell annuities |
6CR |
Overview of ethics, including an overview of scholarly work on the subject (do not take this course if you are taking 12-credit course #59309/#59310). |
6CR |
Refresher on the finer points of Wisconsin life and health insurance law (do not take this course if you are taking 12-credit course #59309/#59310). |
6CR |
Refresher on the finer points of Wisconsin property and casualty insurance law. |
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Credits, Access, Class Name, Class Number, Credit Details |
Class Description |
8CR |
This class fulfills the WI state requirement for "Initial" LTC insurance partnership training. The class covers LTC insurance, the "partnership" program, Medicaid and the basics of Medicaid in WI (do not take this course if you are taking 12-credit course #61180/#61277). |
9CR |
Overview of auto insurance policies and provisions. |
9CR |
Overview of homeowners insurance policies and provisions. |
10CR |
Fascinating look at the impact that micro-insurance has on people in the developing world. A peek into America's past--- we were just like these people 200 years ago, what would a program like this have done for our ancestors? |
12CR |
This class fulfills the WI state requirement for LTC insurance partnership training. The class covers LTC insurance, the "partnership" program, Medicaid and the basics of Medicaid in WI (do not take this course if you are taking 8-credit course #61180). |
12CR |
A broad look at the types of voluntary insurance and non-insurance products that the industry offers. How employers implement these plans, and communicate them effectively is discussed, as well as what makes each type of plan popular. This is followed by a discussion of the "new" cafeteria plan guidelines. |
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Credits, Access, Class Name, Class Number, Credit Details |
Class Description |
12CR |
DI insurance, Group Insurance, Annuities, and an overview of the different types of businesses that we work with each day. Understanding the legal differences between types of companies can make you a better consultant and protects your clients. |
12CR |
Overview of ethics, including an overview of scholarly work on the subject. Part 2 is a refresher on the finer points of Wisconsin insurance law (do not take this course if you are taking 6-credit course #59309 or #59310). |
12CR |
overview of Life Insurance principles and uses for both individuals and businesses. It covers the true meaning of Life Insurance in the real world, and finishes with a solid overview of Term Life Insurance. |
12CR |
A comprehensive overview of the Medicare program parts A,B,C, and D as well as Medigap insurance. |
19CR |
The ins and outs of IRAs and employment-based retirement plans directly from the IRS. |
19CR |
A truly engaging assortment of articles that cover the gamut of the P&C and Commercial Insurance world. |
21CR |
Agent impacts of PPACA and assorted PPACA ("ObamaCare") details and Q&A from the DOL and IRS. Class reflects original PPACA implementation, not all the changes since: this is history class, not a reflection of current state. |
Are you an authorized CE provider in Wisconsin? |
Yes! My provider number is #20781. My approval. |
Is online self-study CE legal? |
You bet! Has been for many years. It's available to all WI agents for all your credits. |
Do you offer any classroom courses? |
Not anymore. See next question for explanation. |
Classroom courses have become very expensive? Why is this? |
Due to the huge popularity of online CE, paired with agent license renewal being spread out over 24 months, it has become impossible to get enough people together to make a classroom course feasible from a cost standpoint. Some providers still try to make it work, but from what I'm seeing, at $250+ per 24 credits, classroom is no longer an option for the prudent agent. |
My license renewal is coming fast. Can I finish in time? |
Some students are able to review the course material and take the test very quickly. Even with just a few business days left in the month, I can get you in compliance. Call me if you have specific questions about your situation. I also offer RUSH processing. |
My license has lapsed and I'd like to get it back. Can you help me? |
Yes! If you have been lapsed for less than 1 year (365 days), go to www.nipr.com to fill out the reinstatement application. You must make up your missed CE credits (if any) first, then you can fill out the online form and pay the state licensing fees. I can aid you in this process. Call me... |
How do I contact you? |
Contact info is here. Email works best. I return email and phone messages usually within 1 hour. |
How does the 3-credit ethics requirement work? Do I need 24 or 27 total credits? |
The WI requirement is 24 TOTAL hours. A minimum of 3 of those total hours must be in classes approved as "ethics". You can take all 24 hours of your classes in ethics. In the end, the total must be 24; and of the 24, at least 3 must be ethics. |
How much does this cost? |
Current prices are listed here. |
Can I get a discount if I buy credits in "bulk"? |
Yes! Click here to purchase 24+ credits at a greatly reduced price, and lock in your cost for several years of CE requirements! |
Is my agency eligible for a discount? |
Yes. Call me for more info at (608) 219-4985 |
I only need 4 credits, but I paid for 12. What happens to the rest of the credits I paid for? |
Any left over credits paid for but not used can be used in the future. My system keeps track of the credits you use, and the credits you have left for future classes. You can lookup the number of credits you have left here. |
Do I have to pick my classes when I enroll? |
No. You are simply signing up for credits. You choose what classes to work on. I'll keep track of the credits. |
Do I have to take classes that apply just to the license(s) I have? For instance, I have a health license; can I take (and get credit for) classes that apply to life or P&C? |
You can take any CE class you wish. There is no limitation on subject or line of business. CE is CE! |
Do you have AML (anti-money laundering) classes? |
Sorry, I don't offer AML classes-- it's just too costly on my end. I recommend the FINRA site, since they're the experts.
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Do you have NFIP (flood insurance) classes? |
Sorry, I don't offer NFIP (Flood Insurance) classes-- it's just too costly on my end. I recommend the FEMA NFIP site, since they're the experts. |
Do you have CFP-approved classes? |
Sorry, I don't offer CFP-approved classes-- it's just too costly on my end. However, many agents have used this process to get their CEWisconsin classes approved for CFP credits. |
Can I pay by check? |
Yes. Click here for details. |
How long do I have to complete the classes from when I sign up for credits? |
There is no expiration on when you can use those credits to take a class. |
Can I print the self-study CE course material and read it offline? |
Yes. All self-study class material is in the ".pdf" format. These files are accessed with the popular "Adobe Acrobat Reader" software. It is installed in almost all computers, and is the standard format throughout the world for documents. |
I can't open the files with the self-study CE class material. What am I doing wrong? |
Class material files are in the popular "Adobe Acrobat Reader" or ".pdf" format. Most computers are already loaded with the software to view these files. You can download the software for free from Adobe here. Unfortunately, I can't provide remote computer diagnostics, so I have provided the "FAQs" option for your convenience. |
I have taken classes with names similar to yours before. Will I be repeating classes? |
Each CE provider's courses are unique to that provider. Classes taken with one provider are not duplicates of similarly-titled classes taken with another. |
Can my boss, spouse, or employee be my proctor? |
No. Friends, neighbors, or fellow agents are fine, however. |
Must my proctor be a licensed agent? |
No. |
What if I fail the self-study CE test? Is there a waiting period before I can take it again? |
While there are very few test failures, if you do fail, you can retake the test as many times as needed, at no additional cost. There is no waiting period. You can retake it right away! |
Do I have to do anything after I receive notice that I passed my test, such as send that information to the state? |
Nothing with your CE. Once you have your diploma, I will upload the credits to the state. Please confirm your credits here. You are responsible for renewing your license with the state at www.nipr.com once your credits are banked and before your expiration date. Cost is about $40. |
I can't find my credits updated online-- did you send them in? |
You can lookup your submitted credits at SBS. After the screen where you enter your personal information, click 'license transcript' at the top of the next page. Pay close attention to how the report is set up. You have to click to see classes, they are hidden by default. And please note the expiration date on the report. If you have already renewed your license, you'll see that new expiration date AND MOST IMPORTANTLY you won't see your old classes, because you are in a new CE requirement period. |
Do you have any deals for repeat students? |
Yes! Contact me for the discount code. That code gets you a significant discount on your next 24 hours of CE. |
When can I start my next 24 credits? |
You may take tests for your next 24 credits as soon as the first day of the month after your license renews. For example, if your license expiration date is July 31st, you could start taking classes for your next 2-year period on August 1st. |
Can I retake with CEWisconsin.com the same classes I took last time around for my next 24 credits? |
Yes. WI insurance rules allow this. Rules do not allow for repeating the same class from the same provider during the same 2-year renewal period. |
When do you send credits to the state? |
Credits are uploaded to the state after receipt of the electronic proctor form. Official upload dates each month are: the 5th, 10th, 15th, 20th, 25th, and each day on the last three days of the month. |
How do I know that my credits are banked with the state? |
Confirm your credits at here. Please keep in mind that tests taken in the last days of the month risk not being transferred to NIPR so that you can renew your license in time. This is a limitation of the state's system, not mine. I cannot guarantee this transfer in the final days of the month. |
Insurance agents doing business in Wisconsin are required to complete continuing education courses.
Course rosters are banked by continuing education providers with SBS.
What is continuing education?
Continuing education is a practice requiring professionals to receive information on current issues in order to remain knowledgeable about old standards and emerging trends.
Why is continuing education necessary?
The Wisconsin insurance market changes at a very rapid pace--in both the products being offered and the facets of regulation.
Continuing education provides insurance agents with current information on insurance, insurance ethics, and insurance laws while enhancing agent professionalism.
Is Wisconsin the only state with a continuing education program? If not, how many other states have continuing education programs?
No. All states have continuing education programs for their insurance agents. All agents are required to complete these requirements for their resident state.
What if the continuing education requirements are not met?
Agents who fail to have the required credits banked by the reporting date will have their insurance license revoked.
Who is required to meet continuing education requirements?
All insurance agents who hold a license in any of the major lines of insurance (property, casualty, personal lines P&C, life, and accident and health) as well as those licensed in the limited line of automobile.
Are any agents exempt from the requirements?
Yes. Wisconsin resident agents who hold an exclusive limited line insurance license for credit, legal expense, travel, and title insurance are not required to take the continuing education courses.
Can specific experience requirements exempt an agent from the requirements?
No. There are no "grandfather" exemptions.
Must nonresident agents meet Wisconsin's continuing education requirements?
No. All states currently have continuing education requirements in place. Wisconsin receives license compliance data electronically, therefore, nonresidents are not required to supply OCI with evidence of completing continuing education in their home state.
What if an agent becomes seriously ill?
Agents who, during a substantial portion of the 2-year reporting period, are seriously ill or serving on active military duty outside Wisconsin may request a waiver of requirements during a reporting period for "good cause." Waiver requests must be filed at least 90 days prior to the end of a reporting period.
How many credit hours must be earned?
Licensed insurance agents who are required to meet continuing education requirements must earn 24 credit hours every 2 years, 3 of which must be in the ethics of insurance.
If I take 3 credits in ethics, what area of study do the remaining credits have to come from?
We have never required a breakdown for the various qualifications identified on your license. The remaining credits can be in whichever line of authority you choose.
What are specific credit hour requirements?
One "continuing education credit hour" is equivalent to 50 minutes of classroom instruction.
Agents will receive credit only for courses they attend in full by attending all the required credit hours or completing required examinations for self-study courses. Credit will not be awarded for the exact same courses repeated in a single reporting period.
Can more credit hours be taken during one reporting period and then applied to the next?
No. Carry-over of credits is not permitted.
Can credits from one course be split to accommodate requirements in more than one reporting period?
No. Course credits cannot be separated.
In what order are credits banked?
Credits are banked using the date the course was completed.
Where can continuing education credit be earned?
Professional agent associations, educational institutions (such as technical colleges), current prelicensing organizations, and other well-qualified individuals in insurance are offering courses in diverse settings.
Will self-study or correspondence courses satisfy the continuing education requirements?
Yes. Self-study, correspondence and on-line courses can be approved if they meet the criteria under s. Ins 28.06 (6), Wis. Adm. Code, and include completion of a certified proctored examination.
What happens if I fail to complete my continuing education and my license gets revoked?
New rules allow agents who are in this situation to reapply within one year without having to complete prelicensing education or an examination. They will, however, need to have all previous continuing education requirements met prior to reapplying.
Anyone wishing to be relicensed after the one-year period will be required to meet any prelicensing and examination requirements as prescribed by law.
How will quality of instruction be assured?
Instructors must meet a variety of criteria, such as: experience teaching insurance courses for the past three years, or holding a proper insurance license for the past five years, and the ability to demonstrate the knowledge and breadth of experience in the area of instruction.
Other groups able to apply for instructor status include: holders of specified designations, members of a state bar engaged in the field of insurance-related law, or licensed certified public accountants engaged in insurance-related practice.
How will OCI know that the requirements have been satisfied?
The law requires that providers of continuing education submit course completion information to the state directly within 10 days of completing a course. Agents will not be responsible for filing their completion certificates with the state.
However, agents are advised to maintain course completion certificates in the event that a discrepancy occurs.
Prior to a reporting period, OCI will provide each agent who is deficient in hours with a transcript of the courses completed. Those in compliance will receive a new license following receipt of the required biennial regulation fees. Agents can obtain a copy of the most current CE transcript by logging on to www.nipr.com. You will be requested to provide your NPN number.
