Utah Insurance Continuing Education State Requirements

On this page, you will find all of the state-specific information for Insurance CE in the state of Utah.

Utah Insurance Department

Annuity Requirements

Both resident and non-resident producers must complete annuity product-specific training prior to selling annuities in Utah; however, there is no requirement that indicates the number of hours the producer must complete. Utah approved Kaplan’s Annuity Suitability: 4-Hour Training Course as a CE course only.

Long-Term Care Training

Flood Requirements

All Other State Requirements

Resident Requirements

Producers and adjusters are required to meet 24 hours of CE credit, including 3 hours of Ethics, every two years. Of the 24-hour requirement, at least half (12 hrs) of the CE hours must be completed in a classroom setting or with classroom equivalent courses.

This state has issued a notice reminding licensees who sell flood insurance of their requirement to comply with the minimum training requirements established by FEMA and the National Flood Insurance Program.

Non-Resident Requirements

With a letter of certification, non-residents, whose resident state has a reciprocal agreement with Utah, and who complies with resident CE requirements, are exempt from Utah CE requirements. Licensees who do not claim this exemption must satisfy resident Utah CE requirements.

Course Repetition

Course repetition is not permitted within the compliance/renewal period.

Exam Rules

Online certification exams are closed book. Course materials are not available while the exam is in progress. The final exam must be passed with a score of 70% or higher to receive CE credit. If the exam is not passed on the first attempt, students have an unlimited number of retakes. 

Classroom Equivalency Courses

Students taking Classroom Equivalency (CLEQ) courses must complete the Feedback unit found at the end of the course in order for the course to be considered complete.

Period Requirements

Utah resident licensees must complete their CE requirements every two years by the last day of the licensee’s birth month.

Carryover Criteria Requirements

Carryover of CE hours is not permitted.

Reporting Requirements

Report within 14 days of completion. Need Agent’s license number to report.

State Reporting Fees

Vertafore requires a course reporting fee of $1.00 per credit hour (online, self study, and classroom courses).  The CE reporting fee will be automatically charged to you (on the last credit card used in your account) each time you complete an online, self study, or classroom course. 

Instructor Credit

Individuals acting as instructors for CE courses receive twice the number of CE credit hours as his/her students receive for taking the class once for each course taught.

Individuals who, as of 4/1/90, had completed 20 years of continuous licensure in good standing are exempt; but they must request and be granted the exemption by the Certificate Education Board.

Exemptions

Producers holding and maintaining the following designations are deemed to have met the CE requirements: CLU, ChFC and RHU with completion of the PACE program; CPCU with completion of the CPD program; and CFP, REBC, CIC, ACSR, CRM, SOFE, or IRES with completion of their CE requirements.

Acceptable Training Methods

• Correspondence (Print)
• Company Seminars
• Classroom
• Classroom Equivalent
• CBT/CD-ROM (Computer-Based Training)
• Online (Internet Delivery)

Notice

This information is based on state laws and regulations and is subject to change. Kaplan Financial Education makes every effort to make sure this information is current and accurate, however, Kaplan Financial Education is not engaged in rendering legal or professional advice and shall not be held responsible for inaccuracies contained herein.