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Self-Study Classes

Return to Homepage Looking for the Affidavit of completion? Help me decide what classes to take!

▶ All self-study classes offered are listed below. Most popular classes are highlighted with the  Popular  symbol. The latest monthly "Insurance Industry Digest" has the news  symbol

▶ Self-study CE is simple: access the PDF class reading material through the green "Read" button associated with each class, then when you're ready, return to this page and click the blue "Test" button for your class. Make sure you have a proctor ready for your test. Tests only take 10-20 minutes to complete.

▶ Look for these badges to find specific types of classes:

ETH Ethics classes

LTC Long-term care classes

ANN Annuity "Best Interest" classes


ClearCert® Approved All LTC Partnership and Annuity Best Interest classes are ClearCert approved.


Popular 24-Credit Combinations

Use these guides to select from the classes listed below. Or explore more class combination options here. No need to purchase a specific package, just purchase the number of credits you need and use these guides to select classes as you go along.

Any Single One-n-Done Class Popular

PPACA Details and Ethics, 24CR

OR IRAs, Retirement Plans, and Ethics, 24CR

OR P&C, Commercial, and Ethics Readings, 24CR

OR Making AI Work for Your Customers Ethically, 24CR

Personal Lines Pack Popular

Auto Insurance, 9CR

Home Insurance, 9CR

Ethics, 6CR

General/Health Pack Popular

Ethics and WI Life and Health Ins. Law Review, 12CR

AND Voluntary Benefits Overview, 12CR

OR Topics in Insurance, 12CR

Life Pack

Life Insurance and Ethics, 12CR

Annuity Best Interest Training, 6CR

Ethics, 6CR

Senior Pack

Medicare, 12CR

Annuity Best Interest Training, 6CR

Ethics, 6CR

Specialty Pack

The WI LTC Insurance Partnership, 12CR

Annuity Best Interest Training, 6CR

Ethics, 6CR


One-n-Done Classes (24 Credits)

24 Credits 3 ETH

"PPACA Details and Ethics" (Updated!)

Course #6000189369

Read   Test

History, present day, and legacy of "ObamaCare". Ethics included to fulfill your entire CE requirement!

24 Credits 3 ETH

"Making AI Work for your Customers Ethically" (New!)

Course #6000190651

Read   Test

Explore how insurance agents can leverage AI technologies to improve their efficiency and solve customer problems while maintaining ethical standards. Ethics included to fulfill your entire CE requirement!

24 Credits Popular 5 ETH

"IRAs, Retirement Plans, and Ethics" (Updated!)

Course #68869

Read   Test

The ins and outs of IRAs and employment-based retirement plans directly from the IRS. Ethics included to fulfill your entire CE requirement!

24 Credits Popular 5 ETH

"P&C, Commercial, and Ethics Readings"

Course #68850

Read   Test

An engaging assortment of articles that cover the gamut of the P&C world. Ethics included to fulfill your entire CE requirement!

Monthly "Insurance Industry Digest" Classes (1 Credit Each)

This monthly briefing is designed to keep Wisconsin insurance professionals informed about the latest developments, trends, and news affecting our industry. We aim to help you stay ahead of industry changes, identify emerging opportunities, and better serve your clients in an increasingly complex insurance landscape, with particular attention to developments affecting the Wisconsin market. All information is hyperlinked to provide for further exploration of topics that interest you. Not looking for CE CE credit? Click the purple  Enjoy  button to access without having to log in.


1 Credit news

"Insurance Industry Digest - March 2025"

Course #6000190999

Read   Test   Enjoy

The March 2025 Insurance Industry Digest examines key industry developments including continued M&A activity, evolving AI regulations, and premium changes across personal, commercial, and health lines. It also highlights Wisconsin-specific changes such as new health plan rates, regulatory bulletins on AI use, and updates to state insurance programs. Plus, a story from the lighter side!

1 Credit

COMING SOON (SUBJECT TO STATE APPROVAL) "Insurance Industry Digest - April 2025"

 

COMING SOON (SUBJECT TO STATE APPROVAL) ESTIMATED AVAILABILITY MAY 10th

Individual "Mix-n-Match" Classes (1-21 Credits)

1 Credit Popular

"Insurance Fraud"

Course #63252

Read   Test

A quick look at insurance fraud in many of its present forms.

1 Credit

"Life Insurance History"

Course #66904

Read   Test

Hey Discovery Channel fans... this class takes you on a short journey though the early history of life insurance.

2 Credits

"Life Settlements and Viaticals"

Course #63357

Read   Test

A look at these controversial products from two very different angles. You decide which is right! Does NOT fulfill WI Life Settlement Training Requirements

2 Credits

"The COBRA Law" (Updated!)

Course #6000189351

Read   Test

Survey of the Federal and Wisconsin COBRA health benefit extension laws.

2 Credits Popular

"Principles of Insurance"

Course #63253

Read   Test

Back to basics--- Fundamentals of insurance in law and in practice. The function of insurance in society as well as risk and contract basics.

2 Credits

"Annuities"

Course #63401

Read   Test

Covers the basics of annuities, with additional emphasis on variable annuities. History of annuities also covered. Does NOT fulfill WI Annuity "Best Interest" Training Requirements

3 Credits 3 ETH

"The Ethical Defender" (New!)

Course #6000189372

Read   Test

A superhero's take on doing right by our customers.

3 Credits Popular

"Health Insurance Scams Update" (Updated!)

Course #6000189187

Read   Test

Overview of current health insurance scams, and how to protect your clients from them.

4 Credits Popular 4 LTC

"LTC Insurance Partnership - 4 credit (On-going Training)" (Updated!)

Course #6000189724

Read   Test

This class fulfills the WI state requirement for LTC insurance partnership "on-going training". Once an agent has fulfilled the 8-hour minimum LTCIP training requirement, this class will fulfill the 4 credit minimum requirement for "Ongoing" LTCIP training every 2 years. ClearCert certified class.

ClearCert® Approved
4 Credits

"Legal Expense Insurance" (Updated!)

Course #6000189371

Read   Test

Overview of legal expense insurance. This rapidly growing product can help agents meet the diverse needs of individual and employer clients.

5 Credits Popular 5 ETH

"Ethics in Insurance"

Course #69272

Read   Test

An engaging variety of readings that chronicle the role of ethics in the industry.

5 Credits

"Errors and Omissions (E&O) Insurance"

Course #62927

Read   Test

Overview of errors and omissions insurance--- and how to make sure you never have to make a claim on your personal policy!

5 Credits

"Business Insurance" (Updated!)

Course #6000189377

Read   Test

Business owners have a lot of insurance decisions to make. This class covers the basics that they need to know.

6 Credits Popular 6 ANN

"Wisconsin Annuity Best Interest Training"

Course #6000128181

Read   Test

This class fulfills the Wisconsin Annuity "Best Interest" (formerly known as "Suitability") Training requirement for agents who wish to sell annuities. This class will meet your state requirement if you need either the "1 credit" version or the "4 credit" version. ClearCert certified class.

ClearCert® Approved
6 Credits 6 ETH

"Ethics" (Updated!)

Course #59309

Read   Test

Overview of ethics, organized by product lines. (do not take this course if you are taking 12-credit course #59309/#59310).

6 Credits

"Wisconsin Life and Health Insurance Law review" (Updated!)

Course #59310

Read   Test

Refresher on the finer points of Wisconsin life and health insurance law (do not take this course if you are taking 12-credit course #59309/#59310).

6 Credits

"Wisconsin Property and Casualty Insurance Law" (Updated!)

Course #66863

Read   Test

Refresher on the finer points of Wisconsin property and casualty insurance law.

6 Credits

"Artificial Intelligence in Insurance: Supporting Consumers Ethically and Effectively" (New!)

Course #6000189756

Read   Test

This class provides an in-depth exploration of the use artificial intelligence in insurance, designed specifically for agents in small to mid-sized agencies.

6 Credits

"COBRA: In Depth" (New!)

Course #6000189370

Read   Test

Deep dive on the ins and outs of COBRA continuation coverage.

7 Credits

"Global Insurance Innovations: Risk Management for Sustainable Development" (New!)

Course #6000189805

Read   Test

This course explores how insurance functions as a foundation for economic development in emerging economies.

8 Credits 8 LTC

"The WI LTC Insurance Partnership - 8 credit" (Updated!)

Course #6000189374

Read   Test

This class fulfills the minimum 8-credit WI state requirement for "Initial LTC insurance partnership training", as well as the 4-credit minimum "Ongoing" training required every two years. ClearCert certified class.

ClearCert® Approved
9 Credits

"The 'NEW' Healthcare Financing Options" (New!)

Course #6000190180

Read   Test

My 2003 book of the same name is back and better than ever. Get the scoop on HSAs, HRAs, FSAs, and all the new ways that healthcare is being financed at the workplace.

9 Credits Popular

"Auto Insurance"

Course #62921

Read   Test

Overview of auto insurance policies and provisions.

9 Credits Popular

"Home Insurance"

Course #62928

Read   Test

Overview of homeowners insurance policies and provisions.

10 Credits

"Emerging P&C Product Trends: Meeting Modern Customer Needs" (New!)

Course #6000190306

Read   Test

Explores emerging trends in Property & Casualty insurance products to equip insurance professionals with knowledge of modern coverage options beyond traditional policies.

12 Credits 12 LTC

"The WI LTC Insurance Partnership - 12 credit" (Updated!)

Course #6000189774

Read   Test

This class fulfills the minimum 8-credit WI state requirement for "Initial LTC insurance partnership training", as well as the 4-credit minimum "Ongoing" training required every two years. ClearCert certified class.

ClearCert® Approved
12 Credits 3 ETH

"Voluntary Benefits Overview" with Ethics! (Updated!)

it's #6000189349

Read   Test

A broad look at the types of voluntary insurance and non-insurance products that the industry offers. How employers implement these plans, and communicate them effectively is discussed, as well as what makes each type of plan popular. Includes 3 credits of ethics!

12 Credits

"Topics in Insurance"

Course #61103

Read   Test

DI insurance, Group Insurance, Annuities, and an overview of the different types of businesses that we work with each day. Understanding the legal differences between types of companies can make you a better consultant and protects your clients.

12 Credits Popular 6 ETH

"Ethics and Wisconsin Life and Health Insurance Law Review" (Updated!)

Course #59309/#59310

Read   Test

Overview of ethics, organized by product lines. Part 2 is a refresher on the finer points of Wisconsin life and health insurance law (do not take this course if you are taking 6-credit course #59309 or #59310).

12 Credits Popular 3 ETH

"Life Insurance and Ethics" (New!)

Course #6000189759

Read   Test

This comprehensive life insurance continuing education course provides a thorough examination of the industry from historical foundations to modern ethical practice. Includes 3 credits of ethics!

12 Credits Popular

"Medicare" (Updated!)

Course #6000189373

Read   Test

A comprehensive overview of the Medicare program parts A,B,C, and D as well as Medigap insurance.

19 Credits

"IRAs and Retirement Plans" (Updated!)

Course #69271

Read   Test

The ins and outs of IRAs and employment-based retirement plans directly from the IRS.

19 Credits

"P&C and Commercial Readings"

Course #69266

Read   Test

A truly engaging assortment of articles that cover the gamut of the P&C and Commercial Insurance world.

21 Credits

"PPACA Details" (Updated!)

Course #6000189350

Read   Test

History, present day, and legacy of "ObamaCare".