Florida Administrative Code › 69 - DEPARTMENT OF FINANCIAL SERVICES › 69B - Division of Insurance Agent and Agency Services › Chapter 69B-228 - CONTINUING EDUCATION › Section 69B-228.080 - Course Approval; Requirements; Guidelines

Current through Reg. 50, No. 138; July 16, 2024
(1) Application Procedure. An application for
				course approval shall be electronically submitted to the Department on Form
				DFS-H2-1268, Course Application, which is incorporated by reference in Rule
				 69B-228.180, F.A.C.
(2) Requirements for All Courses:
(a) No course for continuing education credit
				shall be taught unless previously approved by the Department.
(b) Each course must provide instruction of
				no less than the hours for which it was approved.
(c) The course must be taught in the method
				for which it was approved.
(d) A
				provider may not use copyrighted material without the expressed written consent
				of the owner of such material.
(e)
				The following courses shall qualify for approval:
1. Courses that are part of a national
				designation program named in the continuing education law, section
				 626.2815, F.S., or
2. Any insurance-related course as referenced
				in Section  626.2815(3),
				F.S.
(f) Courses that do
				not meet the criteria of paragraph (e), above, must meet the following criteria
				to qualify:
1. The course must have
				significant intellectual or practical content and enhance the insurance
				knowledge, understanding, ethics, or professional competence of the licensee;
				and,
2. The course must promote an
				increase in technical knowledge of insurance principles, coverages, laws or
				regulations utilizing the most recent policy forms and
				laws.
(g) Course content
				shall not qualify for continuing education credit approval if it is:
1. Designed to prepare students for license
				examination.
2. Teaching:
a. General account, other general business
				skills, computer use, or computer software application use.
b. Accounting or tax preparation in
				connection with the internal business of the licensee.
c. Motivation or salesmanship or sales
				promotion.
(I) "Salesmanship" as used herein,
				means methods designed to:
(A) Induce a
				prospect's decision to buy;
(B)
				Increase a licensee's effectiveness at generating new business, premium volume,
				or
(C) Increase customer base in
				any fashion.
(II) "Sales
				promotion" as used herein, means discussion of production levels or target
				markets or other demographics of a specialized nature in order to promote or
				effectuate sales.
d.
				Skills on goal setting, time management, communication, stress management or
				marketing.
3. Relating
				only to the organizational procedures, internal polices, or marketing and
				business practices of an insurer or any other employer, including meetings held
				in conjunction with the general business of the licensee.
4. Primarily intended to impart knowledge of
				specific products of specific companies, if the use of the products relates to
				the sales promotion or marketing of one or more of the products
				discussed.
5. A course with the
				same content as another course that has already been approved by the Department
				for the same course provider.
6.
				Copyrighted material without an authorization letter from the owner, if the
				owner is not the submitting course provider.