Continuing Education Course Applications
Providers offering Continuing Education courses are required to submit course outlines and materials to the division upon course application. Checklists, example outlines, and other materials can be found below. For additional information, please email Education@MyFloridaCFO.com.
What to submit in your continuing education course application:
Special Types of Courses:
These courses have very strict rules about creation and content coverage.
- Memo on submitting "Suitability of Annuities and Life Insurance Transactions for Seniors" courses
- Course outline for "Suitability of Annuities and Life Insurance Transactions for Seniors"
- Annuity Suitability Questionnaire
- Disclosure and Comparison of Annuity Contracts Form
- Annuity investments by seniors - Section 627.4554, Florida Statutes
- Policy Holder Bill of Rights - Section 626.9641, Florida Statutes
- Please be advised that the Long Term Care requirement is a federal mandate and compliance with that mandate is not regulated by the Florida Department of Financial Services. The Long Term Care requirement is enforced by the Florida Office of Insurance Regulation and regulation of the requirement is passed down to the insurer or carrier. Please contact the OIR or your carriers for further information. Please also be advised that the Long Term Care requirement and your Continuing Education compliance requirement are independent of one another. Thus, you do not have to complete a long term care course to fulfill your CE requirement.