Montana Insurance Continuing Education (CE)

Course Catalog

Course NameCreditsPrice 
View Details 4 Hour Refresher Mandatory LTC Training (Version A) 4$49.00
View Details 4 Hour Refresher Mandatory LTC Training (Version B) 4$49.00
View Details 8 Hour Initial Mandatory LTC Training 8$59.00
View Details Alternative Dispute Resolution 8$47.60
View Details Annuities (Meets NAIC 2010 Suitability Guidelines) 3$19.95
View Details Business Life and Disability 5$29.75
View Details College Education and Funding 5$24.75
View Details Commercial Auto Insurance 4$23.80
View Details Commercial Property Insurance 4$23.80
View Details Designing Qualified Plans 3$19.95
View Details Disability Insurance Products and Principles 3$19.95
View Details Employer Sponsored Retirement Plans 4$23.80
View Details Estate Tax Planning 5$24.75
View Details Ethical Principles and Practices Affecting Insurance 4$23.80
View Details Ethics for Insurance Professionals 3$19.95
View Details Ethics in Business 3$19.95
View Details FEMA Flood 3$19.95
View Details Health Insurance Concepts 2$19.95
View Details Healthcare Reform: Pre-Existing Conditions, Benefit Limits, Rescission & Patient Protection Rules 2$19.95
View Details HIPAA Principles and Provisions 2$19.95
View Details Insurance Ethics: Making the Right Decisions 2$19.95
View Details Introduction to Life Insurance 1$19.95
View Details IRAs 4$23.80
View Details Life and Health Insurance Concepts 2$19.95
View Details Life Insurance Policies 10$59.50
View Details Life, Annuity and Disability Insurance 8$47.60
View Details Managed Health Care 1$19.95
View Details Medicare and the Rx Drug Benefit Program 2$19.95
View Details Medicare Fraud 12$71.40
View Details Medicare, Medigap, Medicaid 12$71.40
View Details Personal Auto 2$19.95
View Details Personal Life Insurance Planning 4$19.95
View Details Products Liability 2$19.95
View Details Property and Casualty Concepts 3$19.95
View Details Tax Sheltered Annuities 5$24.75
View Details The New Medicare Rx Program 2$19.95
View Details Umbrella Insurance 2$19.95
View Details Variable Universal Life 4$19.95
View Details White Collar Crime 15$74.25
Required CE Hours

Producers – Life & Health, Property & Casualty, Adjusters

24 CE hours*, including 3 hours of Ethics and 1 hour of legislative changes to the Montana statutes, are required every 2 year license term.

*See Special Training/Education Requirements below.

Limited Lines Credit Only Producers

5 CE hours, including 1 hour of legislative changes to the Montana statutes, are required every 2 year license term.

Special Training/Education Requirements

Long-Term Care (LTC)

  • Initial 8-hour LTC training requirement: Before selling, soliciting, or negotiating LTC insurance products in Montana, producers must complete an initial 8-hour, state-approved LTC training course. Producers may take any 8-hr NAIC approved LTC course for use in any licensed state.
  • Ongoing 4-hour LTC training requirement: From the date of completing the 8-hour initial training requirement, producers must complete 4 hours of state-approved LTC training every 24 months thereafter. Producers may take any 4-hr NAIC approved LTC course for use in any licensed state.

Flood Insurance

All Montana property/casualty producers and adjusters who sell flood insurance should complete a one-time, 3-hour course approved for National Flood Insurance Program (NFIP) training if instructed to do so by their insurer. 

Non-Resident CE Requirements
  • Nonresident producers are not required to complete the Montana CE requirements as long as the producer is in good standing with his or her home state.  Nonresidents are required to submit to the Montana Commissioner of Securities and Insurance a letter of certification from their home states certifying compliance in that state. If the home state does not require CE, the nonresident producer must complete Montana’s CE requirements.  Nonresident producers must submit the renewal compliance form sent to them by the state of Montana prior to the license expiration date. 
  • Nonresident adjusters are not required to completed the Montana CE requirements as long as the adjuster completes the CE requirements of his or her home state and the home state is one of the following Montana approved reciprocal states: Alabama, Alaska, Arkansas, California, Delaware, Florida, Georgia, Indiana, Kentucky, Louisiana, Massachusetts, Minnesota, Mississippi, Nebraska, New Hampshire, North Carolina, Oklahoma, Tennessee, Texas, Utah or Wyoming.  If the home state is not reciprocal with the state of Montana, the adjuster will need to complete the Montana CE requirements In order to renew the Montana license, nonresident adjusters must submit the renewal compliance form sent to them by the state of Montana prior to the license expiration date.
License Term

The license term is every 2 years, based on the first day of the licensee’s birth month in odd- or even-numbered years.  Licensees who were born in an even-numbered year will be required to complete their CE in even-numbered years.  Licensees who were born in an odd-numbered year will be required to complete their CE in odd-numbered years.

Course Repetition Rules

A course may not be taken for credit more than once within 2 years from the original completion date.

CE Carryover Allowance

No excess CE credit hours may be carried over to the next license term.

CE Exemptions

Licensees are exempt from CE requirements if one of following is true:

  •   The licensee holds a temporary license.
  •   The licensee has been otherwise exempted by the Montana commissioner.
Final Exam Requirements

Exam proctor requirements

Exams are required to be monitored by a disinterested third party. A disinterested third party is an individual with no family or financial relationship to the student, therefore a proctor should not serve for examinations of family members, relatives, or dependents; employers or supervisors; employees or subordinates; partners, joint ventures, or co-owners; or anyone in whom the proctor or instructor has an economic or other interest in assuring the successful outcome of the examination.

Exam rules

Self-study final exams are closed book. Students may not refer to the course material while the exam is in progress. The final exam must be passed with a score of 70 percent or higher to receive credit. If the final exam is not passed on the first attempt, students have an unlimited number of retakes.

Roster Fees

A roster fee of $1.00 per credit hour ordered is required to process course completion hours in Montana and will be added to the order total upon checkout.

Disclaimer

Net Study provides information as a courtesy to individuals who are subject to continuing education (CE) as insurance producers, agents, adjusters and/or brokers. Although reasonable efforts have been made to ensure that the information provided here is accurate and current, neither Net Study nor its employees warrant or represent that this information is accurate and current. All information is subject to change without notice.

State Contact Information
Montana Commissioner of Securities and Insurance
Phone: (406) 444-2040
Fax: (406) 444-3497
Email: producerlicensing@mt.gov
Web site: www.csi.mt.gov
 
Mailing Address:
840 Helena Avenue
Helena, MT  59601

What do the Version A and Version B mean? LTC renewal training must be completed every 2 years. Most states will not allow the same CE course to be repeated during a single compliance period or the subsequent compliance period. We strongly advise that you alternate between the online versions in order to ensure you can earn CE credit towards your license renewal. If your last course was completed in the classroom or you have never taken a course with us before, choose Version A. If you are still unsure about which course to take, check your history under "My Courses" or contact customer support.