Ohio Administrative Code › Title 3901 - Department of Insurance › Chapter 3901-5 - Agents, Licensing, Continuing Education › Section 3901-5-03 - Continuing education course

Current through all regulations passed and filed through July 1, 2024
(A) Purpose
The purpose of this rule is to establish a procedure for the
				review and approval of continuing education (CE) courses which licensed agents
				must complete for the purpose of maintaining their licenses.
(B) Authority
This rule is promulgated pursuant to the authority vested in
				the superintendent under sections
				3901.041 and
				3905.486 of the Revised
				Code.
(C) Definitions
(1) "Classroom" means course activities or
			 information occurring in real time at a specific time, date and place, and
			 delivered in person, such as but not limited to a seminar or workshop by a
			 qualified instructor. Student attendance is based on personally identifiable
			 information (e.g., government-issued identification and signature) and student
			 participation or interaction with course activities. Classroom courses do not
			 require an examination.
(2)
			 "Completion Date" is the date on which the student completes the course,
			 including passing any required examination.
(3) "Course" means a
			  classroom, distance learning, or self-study presentation of
			 information on insurance and/or risk management topics, delivered in person, in
			 print or electronically, which may be interactive or not, with successful
			 completion measured by either attendance (classroom),
			 interaction (distance learning), or by
			 
									examination/knowledge assessments
			 (self-study).
(4) "Course
			 Completion Roster" means a listing of course completions, provided in a format
			 determined by the superintendent, which includes the provider name, provider
			 number, course name and course identification number, course completion date,
			 student's name, national producer number (NPN), number of credits earned by
			 each student, or any other information deemed necessary by the
			 superintendent.
(5) "Course
			 Difficulty Level" is determined based on whether the course is designed for
			 inexperienced or experienced practitioners, as well as the amount of
			 information presented and at what pace the information is presented.
(a) "Basic" is a course designed for
			 entry-level agents or agents new to the subject matter.
(b) "Intermediate" is a course designed for
			 agents who have existing competence in the subject area and who seek to further
			 develop and apply their skills.
(c)
			 "Advanced" is a course designed for agents who have a strong foundation and
			 high level of competence in the subject matter.
(6) "Course Offering" is an approved event
			 with a specific start and end time.
(7) "Distance Learning" means the method of
			 instruction where the student and
			 qualified instructor are in different physical locations and interact with each
			 other through various methods of telecommunication, including, but not limited
			 to video teleconference, internet conference, virtual class or webinar.
			 Distance learning is delivered at a specific date and time. Student attendance is
			 monitored and validated based on personally identifiable information (e.g.,
			 username, password, and/or email) and student participation in interactive
			 exercises is required. Credit for course is based on attendance and activity,
			 not examination.
(8)
			 "Interactive" means regular occurring opportunities for student participation,
			 engagement, and interaction with course activities and information. Examples
			 include, but are not limited to, question and answer sessions, entry of
			 verification codes, polling, games, sequencing and matching
			 exercises.
(9) "Proctor" means a
			 disinterested third party that is a minimum age of eighteen years old, which
			 can be any person except for family members or individuals who have a financial
			 interest in the student's success on the exam. Co-workers must not be above or
			 below in the student's line of supervision.
(10) "Self-Study" means the method of
			 instruction  which does not require a student to attend an
			 organized classor interact with an instructor and is completed by
			 individual study. Course credit is based on the passage of an
			 examination, knowledge assessments, and/or
			 frequent interaction with courseware as a condition of progressing through the
			 course material. Self-study courses can be interactive or non-interactive.
			 Course activities or information is delivered outside of real time (recorded or
			 otherwise similarly accessible) and at any time, such as but not limited to
			 correspondence, online, video, audio, compact disc (CD), or digital video disc
			 (DVD). Student attendance is verified based on identity (e.g., username,
			 password, email, and signature).