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Continuing Education Category Definitions

Management: The content of the course includes subjects related to the RIBO Act and Regulations, human resources, general management, accounting, computerization, and generally includes topics relevant to the operation of an insurance brokerage.

Technical: The course imparts knowledge of insurance products and/or technical insurance expertise.

Personal Skills: These courses impart the skills required to function efficiently in an insurance brokerage office as a customer service representative or as a producer. Subjects covered include, but are not limited to, sales and marketing skills, and communication and writing skills. (Courses in the Personal Skills Category are not eligible for inclusion as continuing education credit for principal brokers/designated individuals or deputy designated individuals.)