National Association of Estate Planners and Councils

Offering Continuing Education Credit

This page is provided as a resource for councils that are offering, or considering offering, continuing education credit.  

Each state or governing body has rules regarding how continuing education providership and credit are obtained.  Please read on to learn more.

Legal & Insurance Credit

State Become an Insurance Provider Commission on Continuing Legal Education
Alabama https://aldoi.gov/Licensing/ProducerReq.aspx  https://www.alabar.org/cle/sponsor-information/ 
Alaska https://www.commerce.alaska.gov/web/ins/Producers.aspx  https://alaskabar.org/cle-mcle/ 
Arizona https://difi.az.gov/producers/producer-agentbroker/producer-agentbroker-license-application-individual  https://www.azbar.org/licensing-compliance/mcle/cle-sponsors-provider-information/ 
Arkansas https://www.insurance.arkansas.gov/industry-regulation/licensing/  https://arcourts.gov/administration/professional-programs/cle 
California https://www.insurance.ca.gov/0200-industry/0010-producer-online-services/  https://www.calbar.ca.gov/Attorneys/MCLE-CLE/MCLE-Providers 
Colorado https://doi.colorado.gov/insurance-industry/for-producers/agents  https://coloradosupremecourt.com/Public/CLE_Sponsors.asp 
Connecticut https://portal.ct.gov/cid/licensing/producer-individual  https://www.jud.ct.gov/mcle/MCLE_FAQs.htm#Q3 
Delaware https://insurance.delaware.gov/divisions/renewlicense/  https://courts.delaware.gov/cle/providers.aspx 
Florida https://www.myfloridacfo.com/division/agents/  https://www.floridabar.org/member/cle/course-accreditation-process-for-cle-providers/ 
Georgia https://oci.georgia.gov/get-insurance-agent-license  https://www.gabar.org/membership/cle/cle_information.cfm# 
Hawaii https://cca.hawaii.gov/ins/producers/instructions_insurance_license/resident-producer/  https://hsba.org/HSBA_2020/Events_Programs/MCLE/Provider_Application_for_CLE_Approval.aspx 
Idaho https://doi.idaho.gov/industry/licensing-services/license-types/producer-individual/  https://isb.idaho.gov/licensing-mcle/mcle-info/mcle-accreditation/ 
Illinois https://idoi.illinois.gov/producers/licensescertificationsfaqs.html  https://www.mcleboard.org/files/Providers/files/ProviderListPage.aspx?hkey=ecb6f39a-62f2-4548-b823-0eb0e1f1de4d 
Indiana https://www.in.gov/idoi/licensing/  https://www.in.gov/courts/ace/accreditation/ 
Iowa https://iid.iowa.gov/regulated-individuals/insurance-producers/new-license  https://www.iowacourts.gov/opr/attorneys/attorney-practice/continuing-legal-education/submission-of-cle-programs-by-cle-sponsors 
Kansas https://insurance.kansas.gov/producer-licensing/  https://www.kscle.org/ 
Kentucky https://insurance.ky.gov/ppc/submenu.aspx?menuid=16  https://www.kybar.org/page/Sponsors 
Louisiana https://ldi.la.gov/industry/producer-adjuster/license-application  https://www.lsba.org/MCLE/MCLEForms.aspx 
Maine https://www.maine.gov/pfr/insurance/licensees/individuals-business-entities/producers  https://www.mecle.org/sponsors
Maryland https://insurance.maryland.gov/Producer/Pages/default.aspx   
Massachusetts https://www.mass.gov/info-details/insurance-producers  https://www.massbar.org/education/cle-requirements 
Michigan https://www.michigan.gov/difs/industry/licensing-ins/agnt-ins  https://michiganidc.gov/cle/ 
Minnesota https://mn.gov/commerce/licensing/list/insurance/resident-producers.jsp  https://cle.mn.gov/course-sponsors-2/sponsor-application-for-course-accreditation/ 
Mississippi https://www.mid.ms.gov/licensing/producer-individual-licensing.aspx  https://courts.ms.gov/cle_bccr/clegeneralinfo.php 
Missouri https://insurance.mo.gov/producers/?/agents  https://mobar.org/site/content/MCLE/Program_Sponsors.aspx 
Montana https://csimt.gov/insurance/licensing/  https://www.montanabar.org/Membership-Regulatory/Mandatory-Continuing-Legal-Education/CLE-Providers 
Nebraska https://doi.nebraska.gov/producers/producer-licensing  https://supremecourt.nebraska.gov/administration/attorneys/mandatory-continuing-legal-education-mcle 
Nevada https://doi.nv.gov/Licensing/License_Types/Producer/Individuals/  https://nvbar.org/licensing-compliance/mcle/cle-providers/ 
New Hampshire https://www.nh.gov/insurance/producers/license.htm   
New Jersey https://www.nj.gov/dobi/inslic.htm  https://www.njcourts.gov/attorneys/cle/information-providers 
New Mexico https://www.osi.state.nm.us/pages/bureaus/producers/license-information/individual  https://www.sbnm.org/Licensing-Regulatory/Minimum-Continuing-Legal-Education/Providers-Seeking-Course-Approval 
New York https://www.dfs.ny.gov/apps_and_licensing/agents_and_brokers/home  https://ww2.nycourts.gov/attorneys/cle/provider_faqs.shtml 
North Carolina https://www.ncdoi.gov/licensees/insurance-producer-and-adjuster-licensing  https://www.nccle.org/for-sponsors/becoming-a-cle-sponsor/ 
North Dakota https://www.insurance.nd.gov/producers  https://www.sband.org/page/nd_commission 
Ohio https://insurance.ohio.gov/agents-and-agencies  https://www.supremecourt.ohio.gov/attorneys/cle/sponsors/ 
Oklahoma https://www.oid.ok.gov/licensing-and-education/  https://www.okmcle.org/forms#accreditation 
Oregon https://dfr.oregon.gov/business/licensing/insurance/pages/producer-licensing.aspx  https://www.osbar.org/mcle 
Pennsylvania https://www.insurance.pa.gov/licensees/Pages/default.aspx  https://www.pacle.org/providers 
Rhode Island https://dbr.ri.gov/insurance/insurance-professionals  https://ribar.com/continuing-legal-education/ 
South Carolina https://www.doi.sc.gov/producer  https://www.commcle.org/index1b.htm 
South Dakota https://dlr.sd.gov/insurance/producers.aspx  https://www.statebarofsouthdakota.com/continuing-education/ 
Tennessee https://www.tn.gov/commerce/insurance/agent-producer-resources/licensing-packets-instructions-forms.html  https://cle.tncourts.gov/providers-main/provider-become-a-provider-2/ 
Texas https://www.tdi.texas.gov/agent/  https://www.texasbar.com/Content/NavigationMenu/ForLawyers/MCLE1/CLESponsorsOutofStateAccreditation/default.htm 
Utah https://insurance.utah.gov/licensees/producers/  https://www.mcleutah.org/providers/ 
Vermont https://dfr.vermont.gov/insurance/producer-and-individual-licensing  https://www.vermontjudiciary.org/attorneys/mandatory-continuing-legal-education 
Virginia https://www.scc.virginia.gov/pages/Applying-for-a-Individual-VA-Insurance-License  https://vsb.org/Site/Site/lawyers/mcle-seeking-credit.aspx 
Washington https://www.insurance.wa.gov/producers  https://www.wsba.org/for-legal-professionals/mcle/sponsors 
West Virginia https://www.wvinsurance.gov/Divisions_Licensing  https://wvbar.org/members/mcle/cle-provider-online-reporting/ 
Wisconsin https://oci.wi.gov/Pages/AgentsHome.aspx  https://www.wicourts.gov/services/attorney/edu.htm 
Wyoming https://doi.wyo.gov/licensing  https://www.wyomingbar.org/cle/cle-sponsors/ 


Certified Financial Planner Designation Credit 
Organizations can register online to become a general CE Sponsor. The annual sponsorship rate is $250 for non-profit organizations and $500 for profit organizations.  Learn more about the process HERE. 

Certified Trust & Financial Advisor Credit
Learn more about becoming a provider HERE or view the ABA's FAQ page for providers HERE.

State Boards of Accountancy
You can find a link to individual State Boards of Accountancy HERE.  For information about joining the National Registry of CPE Sponsors, click HERE.

Investment Adviser Representative (IAR)
Learn about becoming a registered CE provider HERE.