The NAIC Uniform Continuing Education Reciprocity Project
The NAIC Uniform Continuing Education Reciprocity Project
Map of participating states
On July 1, 1998, the Midwest Zone launched a project to simplify continuing education (CE) course approval filings for regulators and CE providers. Members of the Midwest Zone signed a reciprocity agreement which provides, in essence, that one member state will accept the CE credit award given to a course by another member state. As of 3/31/04, 46 states and DC have signed addendum to Midwest Zone Declaration regarding CE course approval and have agreed to participate in what is now referred to as NAIC CE Reciprocity (CER) process.
The agreement does not require any state to accept CE filings that are not otherwise approvable. For example, if a state does not award CE credit for a topic such as sales and marketing, that state is not required to give credits to that portion of a course that includes the prohibited topic. For more details on how the project works, refer to the guidelines for course approval.
If your state is interested in participating, the process is as follows:
1. Review the information and forms on the NAIC web site.
2. Make any needed changes in policies or forms to comply with the Agreement.
3. Commissioner signs an Addendum to the NAIC CE Reciprocity Agreement and forwards to the Midwest Zone Chair. Please include a letter stating the date your state will be prepared to accept reciprocity filings.
4. Midwest Zone will act on requests to join the project at Zone meetings held at the NAIC quarterly meetings.
5. Inform your providers of the start date for reciprocity filings.
If you have questions about this process, contact:
Bev Creager
Licensing Administrator
Nebraska Department of Insurance
941 'O' St., Ste. 400
Lincoln, NE 68508
Phone: 402-471-4707
Fax: 402-471-6559
Email: bcreager@doi.state.ne.us
Continuing Education Reciprocity Project Page
NAIC Uniform Declaration Regarding CER Course Approval Guidelines [Word | PDF]
NAIC Uniform CER filing form [Word | PDF] Updated: 4/7/04
Addendum [Word | PDF]
NAIC CE Reciprocity Agreement [Word | PDF]
Sample letter to send to providers [Word | PDF]
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