CE Requirements

Displays the selected producer's currently recorded continuing education requirements.

• : Click the node corresponding a CE requirement displaying in the table to expand it and show the Current Courses Applied section.

• : Click the node corresponding a CE requirement displaying in the table to collapse it and hide the Current Courses Applied section.

• Jurisdiction: For each CE requirement listed, displays the regulatory jurisdiction associated with the CE requirement.

• Requirement Type: For each CE requirement listed, displays the category or grouping of the CE requirement.

• Assigned Review Date: For each CE requirement listed, displays the date by which the CE requirement is to be completed (usually based on the rules of the entity displaying in the Jurisdiction field).

• Required Hour Qty: For each CE requirement listed, displays the total number of course completion credit hours the selected producer must attain to meet the requirement.

• Status: For each CE requirement listed, displays the current status of the selected producer's progress toward meeting the requirement (e.g., Compliant, Pending, Waived, etc.)

• Status Date: For each CE requirement listed, displays the date on which the current value of the Status field was updated.

• Add/Update/Delete CE Requirements: Click to open the Maintain CE Requirements page, where you can maintain the selected producer's continuing education requirements.  

• Add CE Courses: Click to open the Add CE Courses page, where you can where you can record a CE course completion for the selected producer and apply it to a continuing education requirement.

Displays information about the selected producer's continuing education coursework that has been applied manually to the producer's CE requirements.

• Course No.: For each applied CE course listed, displays its state-assigned course ID number.

• Course Name: For each applied CE course listed, displays its state-approved course name.

• Course Hours: For each applied CE course listed, displays the number of credit hours the course completion was worth.

• Completion Date: For each applied CE course listed, displays the end date of the continuing education course.

• Provider Name: For each applied CE course listed, displays the name of the provider of the continuing education course.

• Provider ID: For each applied CE course listed, displays the unique identifier of the provider of the continuing education course.

• Applied Hour Qty: For each applied CE course listed, displays the total number of course completion credit hours that are applied toward the continuing education requirement.

• Carry Forward Hour Qty: For each applied CE course listed, displays the number of course credit hours from a previous license term that are being applied toward the next license term.

• Carry Forward Review Date: For each applied CE course listed, displays the date by which the CE requirement for the next license term -- toward which the value of the Carry Forward Hour Qty field is being applied -- is to be completed (usually based on the rules of the entity displaying in the Jurisdiction field).

• Ineligible Hour Qty: For each applied CE course listed, displays the number of course completion course hours that are not or cannot be applied toward the continuing education requirement.