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Paulmar Group offers two Department of Insurance -approved CE classes to P&C insurance agents/brokers and their staff as well as managing general agents and their staff.

1. Insurance Fiduciary Duty
2. Insurance Trust Account Financial Management

Classes are offered over the Internet (web classes) as well as in classrooms during industry conventions. Each class earns 2 credits and is 2 hours long. To earn the class credits, students must complete and submit a class quiz. There is one quiz per class. Quizzes get passing grades when 90% of the True or False questions are correctly answered. There are 30 questions on each quiz. Passing grade will earn a Certificate of Completion.

Web classes are held using Go To Meeting communication software. Students will be timely invited to attend the class using email service. The invitation will include the link to the class along with the class date and time.

To review the CE class schedule go to Sign up first to create a free account.

Useful Documents:

CA Insurance Code Section 1733-1736
CA Bulletin 81-2
CA Insurance Code Title 10 Chapter 5 Subchapter 1 Article 7
AICPA Practice Guide

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