CE Guidelines
Setting up a Course
Classroom Rules
Designations & SMEs
Miscellaneous
100
How many people do you need in attendance to hold a CE course?
Technically, you only need 2 people in attendance for a course. The more the merrier!
100
Where are the invitations located?
On the Intranet.
100
When do you read the Mandatory Announcements?
They must be read before you begin the class.
100
When someone asks you a question, you should always?
Repeat or Rephrase it.
100
Do you need to return the Student Affidavit Form if you recognize everyone in attendance?
Yes, if you recognize everyone just put a slash through the box and sign.
200
How many days do you have to submit participants in Salesforce?
One week. You will receive a notification from Salesforce 24 hours after your course and again 7 days out.
200
How long does it take to schedule a course?
30 days. It takes 60 days to file a course for approval.
200
Are you allowed to pass around the CE Sign in Sheets? Why? or Why not?
You cannot pass around the CE Sign in Sheets as the license number for some states is the same as the participants Social Security.
200
List three CE Subject Matter Expert Courses.
1. Beauty and Bling 2. Valuation and Serving the Affluent 3. Preserving Art Assets
200
What is a session coordinator? What is a session host?
A session coordinator is the host. A session host is the CE Instructor.
300
Can you discuss our products when presenting a CE Course?
No, the topics discussed during a CE Course must be Insurance related without discussing the specifics related to one insurance company.
300
What does it mean to "file" a course? What does it mean to "schedule" a course?
To file a course means to submit the course for State and Credit approval. To schedule a course, the course has already been approved and we are setting up a date for the course to be taught.
300
If a producer arrives 5 minutes late to a CE Course, will they still be able to receive CE credit? Why/Why not?
Yes, if a Producer arrives within 15 minutes of the start of the class the Producer can still receive credit.
300
What should you do if someone has a designation we do not currently offer?
Reach out to the CE team.
300
What do you need to know when requesting a course in Salesforce?
You need to know the date, states and designations you need credit for, the address and phone number where you are conducting the course.
400
What is the average attention span for an adult?
8 seconds.
400
How should you respond to a Broker's request to hold a CE course in less than 30 days?
Do not make any promises!! Check the course and instructor approval documents, if it has already been approved for the designations and states you need, reach out to the CE team.
400
Name the three required forms which you must complete and send to the CE team for credit.
1. Sign in Sheet 2. Time Certification Form 3. Identification Affidavit
400
Please list 4 of the Designations PCG offers for continuing education.
1. Property and Casualty 2. CPA 3. CFP 4. CLE
400
Who is "NUCO"?
NUCO is our liaison with the State Insurance Department and keeps us compliant.
500
Can the host sign the Sign-In Sheets and other required forms?
No, even if the Host is CE Certified the Instructor must sign all required documents.
500
What are the two things you verify before submitting a course in Salesforce?
1. You must make sure the course is approved in the states required. 2. You must make sure all of the designations are approved for the course.
500
A CE participant left the course with a copy of the CE Presentation. What now?
You should notify Home Office and have that participant sign a confidentiality agreement.
500
How do you become approved to teach a SME course?
Reach out to the CE team who will put you in contact with the creator of the course. You will then work with them until they deem you an expert!
500
How can you enhance your CE course?
Wine Tasting, Car Show, or lunch-and-learn are all great ways to enhance a CE Course.
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