CAPE SCHOOL - WISCONSIN INSURANCE STATE REQUIREMENTS

WISCONSIN 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.

Compliance Date and Hours Required

*The following is effective November 1, 2006. The chart below lists the continuing education requirements and compliance date based on license issuance year and birth month.

Birth Month	Original Issue Year	Expiration Date*	Credits Required	Ethics
January	odd	31-Jan-07	24	n
January	even	31-Jan-08	36	y
February	odd	28-Feb-07	24	n
February	even	28-Feb-08	36	y
March	odd	31-Mar-07	24	n
March	even	31-Mar-08	36	y
April	odd	30-Apr-07	24	n
April	even	30-Apr-08	36	y
May	odd	31-May-07	24	n
May	even	31-May-08	36	y
June	odd	30-Jun-07	24	n
June	even	30-Jun-08	36	y
July	odd	31-Jul-07	24	n
July	even	31-Jul-08	36	y
August	odd	31-Aug-07	24	n
August	even	31-Aug-08	36	y
September	odd	30-Sep-07	24	n
September	even	30-Sep-08	36	y
October	odd	31-Oct-07	24	n
October	even	31-Oct-08	36	y
November	odd	30-Nov-07	24	n
November	even	30-Nov-08	36	y
December	odd	31-Dec-07	24	n
December	even	31-Dec-08	36	y

*original licenses must be valid for at least 21 months, otherwise, they roll forward one additional year.

Approved Course Delivery Methods

• Classroom
• Seminar
• Written and Online Self Study
• Interactive Online

Exam Requirements

Agents may obtain 100% of their required credits through distance learning self-study courses as of November 1, 2006. Final exams must be taken in the presence of an impartial disinterested third party or a currently licensed agent with no family or financial relationship to the student. The proctor must verify the agent’s identity and complete an affidavit testifying that the agent received no outside assistance.

Course Subject Requirements

Anyone with an expiration date of 2008 or after must complete 3 hours in ethics during their compliance period. The remaining credits can be in whichever line of authority the agent chooses.

Carryover Credits

Carryover of excess credits is not permitted.

Course Repetition

Credit will not be given for a course taken more than once within the same reporting period.

Exemptions

• Wisconsin resident agents who hold an exclusive limited line insurance license for credit, legal expense, and title insurance are not required to take the continuing education courses.
• Non-resident agents are not required to meet Wisconsin’s continuing education requirement. All states currently have continuing education requirements in place. Wisconsin received license compliance data electronically; therefore, non-residents are not required to supply OCI with evidence of completing continuing education in their home state.

Credit Reporting

Cape will report credits to Sircon within 10 days of course completion. Agents will not be responsible for filing their completion certificates with Sircon. Agents should maintain their course completion certificates in the event that a discrepancy occurs.

Agents can obtain a copy of the most current CE transcript by logging on to www.sircon.com. Agents must provide their Wisconsin license number in order to review their continuing education information.

Contact Information:

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

Sircon: 1-877-876-4430

Wisconsin Office of the Insurance Commissioner
Agent Licensing Section
P.O. Box 7872
Madison, WI 53707-7872
(608) 266-8699
http://oci.wi.gov/oci_home.htm

Contact Cape:

Cape School, Inc.
P.O. Box 169
Buckingham, VA 23921

Phone: 800-729-7363
Fax: 888-303-1828
Or email us at the left