Ins 28.06(2)(b)5.5. Is a certified public accountant licensed in a state or the District of Columbia and engaged in insurance-related practice.
Ins 28.06(2)(c)(c) Show that information provided to comply with sub. (1) is likely to support a comprehensive and accurate treatment of the subjects required in each section.
Ins 28.06(3)(3)Provider approval fees.
Ins 28.06(3)(a)(a) The initial application fee to be paid by each licensed provider will be set through a competitive bid process not to exceed limits identified in s. 601.31 (1) (x) 1., Stats. The biennial regulation fee paid by each licensed provider will be set through a competitive bid process not to exceed limits identified in s. 601.31 (1) (x) 2., Stats. Wisconsin governmental bodies, such as universities and technical colleges, shall be exempt from these fees.
Ins 28.06(4)(4)Application approval and expiration of approval. Upon receipt of an application for approval of a provider and the appropriate fee, the commissioner shall determine if the application meets the requirements and if the program provides for instruction of courses in a manner required by this chapter. The commissioner shall issue a decision on approval of an application no later than 60 days following the receipt of the completed application and all required information. Provider approval shall expire on July 31, every 2 years starting on the July 31 after approval.
Ins 28.06(5)(5)Course approval.
Ins 28.06(5)(a)(a) Upon receipt of an application for approval of a course from an approved continuing education provider and the appropriate fee, the commissioner shall determine if the course meets the requirements set forth in sub. (6). The commissioner shall issue a decision approving or denying approval of a course no later than 30 days following the receipt of the completed application. Advertisement by the provider prior to approval must include language that the course as presented is pending approval by the state. Course approval shall expire 2 years from the date the course was approved by the commissioner.
Ins 28.06(5)(b)(b) Credit will not be awarded to intermediaries for courses completed prior to the date approved by the commissioner.
Ins 28.06(5)(c)(c) The following information shall be furnished with the request for approval of a continuing education course:
Ins 28.06(5)(c)1.1. Name, license number, and address of provider;
Ins 28.06(5)(c)2.2. Name of the instructor;
Ins 28.06(5)(c)3.3. Name, telephone number, e-mail address, and signature of the contact person for the provider;
Ins 28.06(5)(c)4.4. Course title;
Ins 28.06(5)(c)5.5. The date the course will initially be offered;
Ins 28.06(5)(c)6.6. The location where course will initially be offered;
Ins 28.06(5)(c)7.7. Whether the course is new, repeat, revised, or offered live or by interactive video teleconference;
Ins 28.06(5)(c)8.8. If it is a repeat course or a revised course, the course number;
Ins 28.06(5)(c)9.9. An outline including a schedule of times when topics will be presented; the topics covered in the course, listed individually; and a summary of the instruction given and the material covered for each topic;
Ins 28.06(5)(c)10.10. Number of credit hours requested; and
Ins 28.06(5)(c)11.11. A description of the qualifications of each instructor and the subject matter the instructor will be teaching.
Ins 28.06(5)(d)(d) Instructors of continuing education programs shall be approved by the commissioner. Instructors shall meet the criteria set forth in sub. (2) (b). Submitted instructors may be replaced by other approved instructors with equal qualifications on an emergency basis.
Ins 28.06(5)(e)(e) The course shall be conducted in accordance with the course outline and summary materials approved by the commissioner. After the provider has been notified of any deficiency, failure to correct the deficiency shall automatically void the course approval for any course held after notice.
Ins 28.06(5)(f)(f) A provider shall give the commissioner electronic notice in a format specified by the commissioner at least 10 days in advance of offering an approved course on a date or at a place other than, or in addition to, the date and location provided in the initial request for approval.
Ins 28.06(6)(6)Course content guidelines.
Ins 28.06(6)(a)(a) The following course topics are examples of subjects that qualify for approval under sub. (5):
Ins 28.06(6)(a)1.1. Principles of property insurance
Ins 28.06(6)(a)2.2. Principles of casualty insurance
Ins 28.06(6)(a)3.3. Principles of life insurance
Ins 28.06(6)(a)4.4. Principles of accident and health insurance