QUICK REFERENCE FOR PROVIDING A CONTINUING EDUCATION COURSE

CAHU offers to its chapters CE qualified courses for presentations to its members at no expense.  If your chapter wants to offer a CE course at a chapter meeting, here are the steps you need to follow to ensure a successful CE course filing and administration of the CE to your members.

I. Submitting a request to use an existing CAHU Course:

From the left Navigation bar in this Education section select the CE Course List & Outlines.

On the top of each column displayed are column headings marked in blue that when clicked will sort the information by this particular column header (i.e. #, Course Title, Cr, Type, Expires).  You also have the option of performing a wild card search using the search box at the bottom of the page.

Once you have found the course you wish to present, review the listed approved speakers for that course.

If the speaker you wish to use is not listed, then select Approved Speakers from the Education menu and find your desired speaker there.  On the Approved Speakers page you have the same sort options (by course #, Title, by last name in alpha order or using the search box to enter a speaker last name)

If the speaker is not a current CAHU approved speaker, see Section III in this guide for instructions about Submitting a new Speaker for Approval.

Step 2:

Once you have selected the course you would like present, before you can file the request for the course you will need to know:

• Date
• Time
• Location
• Speaker

When you have these items you are now ready to submit your online CE Course Submission form which is the only way CAHU will accept course requests.  You will return to the CAHU website (www.cahu.org) to Education and select the File an Existing CE Course. Complete all the required fields in the form and submit.

a         You will need to enter a separate form for EACH course that is being requested for use.  (You can submit multiple dates for the same course on the same filing but not multiple courses)

b        ANY changes to your original submission (change of speaker, location, date or to whom to mail the packet to need to be resubmitted on the online CE Submission form (at File an Existing CE Course) by selecting "Change Previously Submitted Request" on the top of this form to update your previous filing.  Make sure replacement speaker is a qualified speaker!  (See notes at the end of this document)

Step 3:

You are responsible to confirm the details with the Speaker and your Program Chair so everyone is on the same page.  (CAHU CE Staff does not contact the Speaker or make these arrangements).

Step 4: One Week Prior to Presentation

Approximately one week before the presentation date CAHU will mail a packet to you containing the following items:

• Master Completion Certificate: needs to be signed by the speaker, copied and distributed to course attendees at end of the presentation.
• Course Attendance Sheet
• Certification of Representative
• Provider Roster
• Course Outline

Step 5: Day of the Presentation

a         Before the class begins, have all students sign the Course Attendance Sheet. It is helpful for them to put both license number and their Social Security number down but only one of these numbers is required by the DOI.

b        After the presentation is concluded, distribute copies of the signed completion certificates to all attendees.  Important:  Verify that the number of certificates handed out matches the number of people on your "Course Attendance Sheet". (If attendees do not sign this sheet they do not receive credit for the course)

Instructor/Speaker is required to sign the following forms:

• Master of Completion Certificate (if not already signed in advance as stated above)
• Course Attendance Record

• Certification of Representative

Step 6:

Type the Provider Roster using the Course Attendance Sheets. This is your responsibility; the sheets must be typed or they will not be accepted.  Make sure to include all requested information (i.e. Social Security # and/or license number.)

Verify that the number of students on the roster match the number of students who have signed the sign-in sheets.

Important: If a student or instructor does not sign-in, they will not be granted credits.

Step 7:

Important: Within 10 DAYS of the Course Presentation:

Mail the following to:

CAHU
2520 Venture Oaks Way
Suite 150
Sacramento, CA 95833

 

• Course Attendance Sheets
• Original sign-in sheets
• Original signed Master Completion Certificate
• Typed Provider Rosters
• Original Signed Certification of Representative

CAHU will then submit these documents for credit with the DOI (California Department of Insurance).   Expect for CE credit  to be posted within 30 days from the date of receipt of the completed rosters by CAHU CE Administration.  If there are any issues with the rosters this can cause further delay to the posting of this credit to the attendees.

II. Submitting a new Speaker for Approval

ANY speaker wishing to present a CAHU Course must be qualified with CAHU.

To accomplish this, an Instructor Qualification Form must be received by CAHU at least 10 days prior to the presentation.  In order for speakers to be qualified by the DOI for an approved course the instructor must have three years experience within the last five years in the course subject matter, or a degree in the subject matter.

Click here for an Instructor Qualification Form

Completed Instructor Qualification Form should be emailed to:  ceinfo@cahu.org with the subject of email "New Speaker Request"

III. Submitting a New Course for Approval:

See File A Brand New Course section

Should you choose or be asked to offer a brand new course for an upcoming program please be advised of the following.

• In order to be approved the course needs to be relevant to insurance topics and/or insurance products.
• CAHU will need to submit your new course to the Department of Insurance to obtain approval of the course for CE credit.
• You will need to give CAHU at least 60 days to complete the paperwork to get your new course qualified for credit.
• Submit the following items online at the File a Brand New CE Course tab.

Course Outline:

The outline should detail how much time will be spent discussing each area (approximately one-page outline for every hour of CE credit desired). Also include with submission to CAHU any handouts that are planned to be distributed at the class.

Proposed Date, Time and Location of first Presentation

Note: presentation date must be at least 60 days from the date of submitted request

If approved, the DOI will give CAHU a course number which can then be used in publicity and subsequent CE paperwork.  If rejected by DOI, CAHU CE Staff will notify you of the possible reason for rejection so that the course may be modified for re-submission.

Any other questions please email: ceinfo@cahu.org.