UTAH Continuing Education (CE) Requirements

This information is intended to provide answers to commonly asked questions by insurance agents. It is not intended to replace detailed information found in your state’s statutes and regulations. Though we have made reasonable efforts to ensure that the information given is reliable and current, we cannot guarantee that it is. For more information please contact your state insurance department. See contact information below.

06-27-2008 Utah Converting to Birth-Month Renewal/Expiration Dates for Individual Licensees New licenses issued on or after 8/11/2008, and licenses scheduled to renew on or after 10/31/2008, will convert to birth-month based renewal/expiration dates every two (2) years for individual licensees. Starting with the October 2008 renewals, the next renewal date may be anywhere from 24 to 35 months from the date of the licensee's previously scheduled renewal date and will fall on the last day of his or her birth month. Once converted, renewals will then continue to be every two years at the end of the licensee's birth month. The renewal fee amount will not change with this transition. For resident licensees, when you apply to renew your license, the system will automatically check to see if the required Continuing Education (CE) hours have been met. The number of CE hours required will remain the same during the transition. If you have not met the CE requirement of 24 total hours (12 for title producers) with at least 3 hours in ethics, the license renewal application will be rejected as non-compliant and the license will lapse as of the expiration date. Business entity/agency licenses will not be affected and will retain their current renewal date. A matrix chart showing the renewal dates for new licenses or converted existing licenses is located at www.sircon.com/utah.

Hours Required

Agents must complete 24 hours of continuing education every two years of which 3 must be in an approved ethics course.

Compliance Date

Last day of the license issuance month, biennially, based on the year of issue.

Approved Course Delivery Methods

• Independent self-study online or written courses (passing grade of 70% required on final exam)
• Classroom
• Interactive Online
• Seminar

Only one-half of the state’s required hours may be completed through self-study or seminar courses. The remaining hours must be completed in classroom courses.

Exam Requirements

Final Exams do not have a monitor requirement.

Course Subject Requirements

All agents must also complete 3 hours of ethics.

Carryover Credits

Carryover of excess credits is not allowed.

Course Repetition

Credit will not be given for courses that are repeated.

Exemptions

• Any person who, as of 04/01/90, has held a license in good standing continuously for at least 20 years in any state.
• Producers holding and maintaining the following professional designations are exempt: CLU, ChFC, and RHU with the completion of the PACE program; CPCU with completion of the CRD program; and CFP, REBC, CIC, CPSR, ACSR, CISR, SOFE, or IRES with completion of their continuing education requirements.

Credit Reporting

CAPE will report credits to the UT Insurance Department within 30 days of course completion. A course completion certificate is provided for the agent’s record.

Contact Information:

If you have any questions regarding renewal or credits, please contact:

State of Utah Insurance Department
Room 3100
State Office Building
Salt Lake City, UT 84114-6901
(801) 538-3809
http://www.insurance.utah.gov/

Contact Cape:

CAPE Education, Inc.
P.O. Box 377
Newton Square, PA 19073

Phone: 888-227-3331
Fax: 888-305-9471
Or email us at the left

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