OAR 836-071-0225
Continuing Education; Standards for Granting Credit Hours


(1)

Subject to the subject matter requirements of OAR 836-071-0230 (Continuing Education; Course Qualification Guidelines), an insurance producer may receive credit for continuing education for a course taken for academic credit, for a course registered under 836-071-0240 (Course Registration) or a course certified under 836-071-0250 (Credit for Unregistered Courses):

(a)

For not more than the credit hours authorized by the Director;

(b)

Only if an hour includes at least 50 minutes of instruction or study;

(c)

For class hours in which an insurance producer is an instructor of a course if the course meets the continuing education requirements of an insurance producer attending it. Credit may be taken by an insurance producer with respect to a course only once in each renewal period in which the insurance producer instructs the course;

(d)

For not more than eight credit hours in any given day;

(e)

Only if the hour for which credit is taken was completed during the license period immediately preceding the renewal date;

(f)

For a course taken through independent study, but only as provided in section (4) of this rule.

(2)

An insurance producer may take credit for a course only if the insurance producer has successfully completed the course before the insurance producer applies for renewal or reinstatement. For the purpose of taking credit for a course other than one taken through independent study, an insurance producer successfully completes the course if the insurance producer is present for the full approved time and has signed in and out on the attendance register for the course.

(3)

An insurance producer may not take continuing education credit for:

(a)

Hours devoted to preparation for a course; when the insurance producer is acting as an instructor for the course;

(b)

Travel time;

(c)

Time exceeding the actual class time;

(d)

Unplanned or incidental learning experiences;

(e)

Any course not completed;

(f)

Any course repeated within a two year period; or

(g)

Any course during which the insurance producer is absent more than 5 minutes for each hour of credit granted, or is absent more than 20 minutes from the course as a whole.

(4)

For purposes of subsection (1)(f) of this rule, a course is taken through independent study if the course is designed to allow each student to take the course at the student’s own pace on an individual basis. An insurance producer may claim credit for an independent study course if the provider and the course are both registered with the Director when the course is taken, if the insurance producer passes an examination by a score of 70 percent or higher and if the proctor of the examination affirms and the provider certifies completion and passage as provided in this section. If the independent study course is a textbook, the examination must be conducted as a closed book examination. The examination for an independent study course need not be proctored if the course is computerized and includes safeguards ensuring that the insurance producer cannot review the study material while taking the examination and if the examination has safeguards ensuring that the insurance producer cannot change answers after completing the examination. Proctor affirmation and provider certification shall be made as follows:

(a)

The proctor must submit materials electronically that affirm by affidavit that the insurance producer took the examination for the course without assistance from the textbook or from any person. The proctor must disclose in the affidavit the proctor’s name, address, telephone number and the proctor’s position or connection with the insurance producer, such as a continuing education school or a librarian, and the proctor’s registration number, if the proctor is required to be registered under section (7) of this rule. The provider must retain the affidavit with the examination. A proctor affidavit is not required if the independent study course is taken from a provider that offers a nationally recognized insurance industry designation.

(b)

If the provider determines that the insurance producer completed and passed the examination, the provider may issue the certificate of completion. The provider shall date the certificate according to the date on which the provider received the examination for grading, state on the certificate that to the best of the provider’s knowledge the insurance producer passed the examination and submit the certificate electronically to the Insurance Division in accordance with directions provided on the Insurance Division website of the Department of Consumer and Business Services at www.insurance.oregon.gov.

(5)

The provider of a course shall submit electronically completion information for the course for each qualifying insurance producer not later than the 15th day after the date on which an insurance producer completes a course or not later than the 15th day after the date on which the Director approved the course, whichever date is later. The period for issuance of a certificate does not apply to a provider who discloses to the insurance producer in writing, when the insurance producer pays for or registers for the class, the date by which or the time period within which the certificate will be issued.

(6)

A provider shall notify the Director immediately of any change in authorized signers for certificates.

(7)

A person may act as a proctor for one or more independent study courses under section (4) of this rule only if the person is registered as a proctor with the Insurance Division. A person applying for registration must submit the name, address and telephone number of the person; the location or locations at which examinations will be proctored; the fee or fees that will be charged, if any, for the proctoring service; and whether the person will proctor examinations for the general insurance producer population. There is no registration fee. If the person will proctor independent study course examinations for other than the general insurance producer population, the person must specify for whom the proctoring will be done. The registration requirement under this section does not apply to city, county and state public libraries, state colleges and universities, private colleges and universities other than those that are owned by or operated primarily for the insurance industry, law offices or currently licensed certified public accountants.

Source: Rule 836-071-0225 — Continuing Education; Standards for Granting Credit Hours, https://secure.­sos.­state.­or.­us/oard/view.­action?ruleNumber=836-071-0225.

836‑071‑0101
Adjuster and Insurance Consultant License Application
836‑071‑0105
Additional Application Information
836‑071‑0108
Limited Class Insurance Licenses
836‑071‑0110
Fingerprints
836‑071‑0112
Social Security Numbers
836‑071‑0113
Crop Insurance
836‑071‑0115
Satisfaction of Qualifications for Classes of Insurance
836‑071‑0117
Managing General Agents
836‑071‑0118
Requirements That Must Be Completed Prior to Submitting Licensing Application
836‑071‑0120
Examination Procedure
836‑071‑0125
Period for Completion of License Application
836‑071‑0127
Examination Scores
836‑071‑0130
Adjuster or Insurance Consultant License Renewal
836‑071‑0135
Renewal of Expired Adjuster or Insurance Consultant License
836‑071‑0140
License Amendment
836‑071‑0145
Amended License Issuance
836‑071‑0146
Individual Insurance Producer License Expiration Date
836‑071‑0148
Extended License Expiration Date, Active Military Duty and Other Extenuating Circumstances
836‑071‑0150
Errors and Omissions Insurance
836‑071‑0160
Errors and Omissions Insurance
836‑071‑0180
Insurance Producer Pre-Examination Requirements
836‑071‑0185
Qualification of Agents Selling Variable Life Insurance, Including Variable Annuities
836‑071‑0190
Registration of a School
836‑071‑0195
Revocation of Registration of a School
836‑071‑0210
Statutory Authority
836‑071‑0215
Continuing Education Requirements for Insurance Producers
836‑071‑0220
Continuing Education
836‑071‑0225
Continuing Education
836‑071‑0230
Continuing Education
836‑071‑0235
Provider Registration
836‑071‑0240
Course Registration
836‑071‑0242
Provider Trade Practices
836‑071‑0245
Revocation of Provider Registration
836‑071‑0247
Requirements for Granting Credit
836‑071‑0250
Credit for Unregistered Courses
836‑071‑0260
Fees Charged by Insurance Producers
836‑071‑0263
Fees Charged by Insurance Consultants or Insurance Producers
836‑071‑0267
Incidental Charges for Customer Services
836‑071‑0269
Purpose and Authority
836‑071‑0272
Scope of OAR 836-071-0269 to 836-071-0277
836‑071‑0274
Service Fees Prohibited on Personal Lines
836‑071‑0277
Service Fees Allowed on Commercial Lines
836‑071‑0280
Permitted and Prohibited Activities of Insurance Personnel Exempt from Insurance Producer License Requirement
836‑071‑0285
Insurance Producer Review of Applications
836‑071‑0287
Transaction of Group Life, Health Insurance by Insurance Producer without Appointment
836‑071‑0291
Certificate of Deposit in Lieu of Trust Account
836‑071‑0295
Transaction of Insurance by Individual Insurance Producer for Appointed Firm or CorporateInsurance Producer
836‑071‑0297
Permitted Transaction of Insurance by Unappointed Insurance Producer
836‑071‑0300
Requirement of Contract with or Employment of Licensee
836‑071‑0310
Referral Fee from Oregon Medical Insurance Pool
836‑071‑0315
Managing General Agents
836‑071‑0320
Managing General Agents
836‑071‑0321
Terms for OAR 836-071-0323 to 836-071-0346
836‑071‑0323
License Applicants and Licensees with Prior Convictions
836‑071‑0326
Application by Person under OAR 836-071-0323
836‑071‑0328
Unlicensed Individuals with Prior Convictions Who are Engaged or Participate in Business of Insurance
836‑071‑0331
Director’s Procedures, Application for Consent
836‑071‑0336
Factors to be Considered by the Director
836‑071‑0341
Issuance of Written Consent
836‑071‑0346
Denial of Consent
836‑071‑0351
Subsequent Conviction of Person Previously Granted Written Consent
836‑071‑0354
Designated Agent
836‑071‑0355
Limited License Application, Rental Companies
836‑071‑0360
License Renewal
836‑071‑0370
List of Employees and Designated Agents Selling Coverage
836‑071‑0380
Course of Training for Training Program and for Continuing Education
836‑071‑0390
Statewide Filing Officer
836‑071‑0400
Applicable Insurance Code Statutes
836‑071‑0405
Statutory Purpose and Authority
836‑071‑0410
Limited License Application, Self-Service Storage Facility
836‑071‑0415
Materials and Requirements of Application
836‑071‑0420
Requirements for Limited Licensee, List of Employees Selling Coverage
836‑071‑0425
Limited License Renewal
836‑071‑0430
Remission to Insurer
836‑071‑0450
Requirements for Limited Travel Insurance Producer and Travel Retailer
836‑071‑0500
Nonresident Licensing and Placement Requirements
836‑071‑0501
Allocation of Coverage Totals on Multi-state Policies
836‑071‑0550
Statutory Purpose and Authority
836‑071‑0560
Limited License Application, Portable Electronics Insurance Coverage
836‑071‑0565
Limited License Renewal
836‑071‑0570
List of Employees Selling Coverage
Last Updated

Jun. 8, 2021

Rule 836-071-0225’s source at or​.us