Uniform Education (D) Working Group

2026 Charges

  1. The Uniform Education (D) Working Group will:
    1. Update the reciprocity guidelines, the uniform application forms for continuing education (CE) providers, and the process for state review and approval of instructors and courses, as needed. Provide any recommended updates to the Producer Licensing (D) Task Force by the Fall National Meeting.  
    2. Coordinate with ÐÓ°ÉÊÓÆµ parent committees, task forces, and/or working groups to review and provide recommendations on prelicensing education and CE requirements that are included in ÐÓ°ÉÊÓÆµ model acts, regulations, and/or standards, as needed. 
Upcoming Meeting
Uniform Education (D) Working Group

Public Conference Call
Wednesday, June 10, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour

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Uniform Education (D) Working Group

Public Conference Call
Wednesday, August 12, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour

The Working Group has scheduled monthly conference calls throughout the year. Meeting information has been posted on the Working Group webpage and the ÐÓ°ÉÊÓÆµ Public Calendar.

The agenda and any materials will be posted on the Working Group webpage prior to the meeting. 


Uniform Education (D) Working Group

Public Conference Call
Wednesday, June 10, 2026
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour

CER Agreement - Appendix Review

The Uniform Education (D) Working Group is currently reviewing the Continuing Education Reciprocity Agreement Appendix.

  • Appendix A - Uniform Continuing Education Reciprocity Course Filing Form 
  • Appendix B - Continuing Education Recommended Guidelines for Online Courses 
  • Appendix C - Course Guidelines for Classroom Webinar/Webcast Delivery 
  • Appendix D - Recommended Approved/Not Approved Topics for CE Credit

At this time the Working Group has distributed out Appendix C for comment (Deadline March 23rd).  The Working Group will finalize the review of Appendix C in their monthly meetings.

Appendix B has been distributed for suggestions/comments with a deadline of Wednesday, April 29th. 

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ÐÓ°ÉÊÓÆµ CE Recommended Guidelines for Instructor Approval and Uniform Instructor Form

During the process of reviewing and adopting the CE Recommended Guidelines for Instructor Approval the Uniform Instructor Form/Application was not exposed during the review and adoption process.  The Working Group will be reviewing the form for potential adoption.

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CE Audit Procedures

The Uniform Education (D) Working Group adopted the ÐÓ°ÉÊÓÆµ CE Audit Guidelines on Oct. 29, 2024. The adopted document can be found below. The Producer Licensing (D) Task Force will review the document at the Fall National Meeting as part of the Working Group reports. 

CE Audit Guidelines (Adopted by UEWG on Oct. 29, 2024)

CE Audit Procedures Checklist

 

 

Continuing Education Reciprocity Agreement

In 2019, the Working Group reviewed the Continuing Education Reciprocity (CER) Agreement. The ÐÓ°ÉÊÓÆµ's General Counsel advised the Working Group that a revision of the agreement would not be feasible due to the date of the CER Agreement and inaccurate/dated information it contains. The decision was to create a new CER Agreement. During the Fall National Meeting the Producer Licensing (D) Task Force adopted the 2019 CER Agreement. The agreement will be presented to the Executive (EX) Committee during the Summer National Meeting for final adoption. The adopted draft is attached below.

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Testing and Examination Pass Rates

 

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Contacts

Media Inquiries
(816) 783-8909
news@naic.org


Greg Welker
Sr. Antifraud and Producer Licensing Program Manager
816-783-8872

Tim Mullen
Director, Market Regulation
816-783-8260

Please see the current Committee List for a complete list of committee members.