§ 2188.1. Instructor/Subject Matter Expert Qualifications.

(a) An approved provider shall ensure all of the following:

(1) that each course approved to satisfy the requirements of California Insurance Code Sections 1749, 1749.3, 1749.31, 1749.32, 1749.33, 1749.5, 1749.8 and 10234.93 shall be taught or presented by an instructor/subject matter expert who meets at least one of the following qualifications:

(A) three years experience within the last five years in the course or related subject matter, or

(B) currently licensed as an insurance or life agent or broker-agent for the subject being taught and holding the insurance license for three of the last five years, or

(C) possession of a college degree in the subject matter being taught, or a related recognized professional designation, or related recognized professional credential in the subject matter being taught and two years experience within the last five years in the course or related subject matter;

(2) that each classroom and online prelicensing education instructor/subject matter expert, as defined in these regulations, shall meet all instructor/subject matter expert qualifications as stated in this section and shall receive comprehensive training by the Provider;

(3) that each online prelicensing education instructor/subject matter expert, as defined in these regulations, shall meet all instructor/subject matter expert qualifications as stated in this section and shall be available by telephone or email within one business day, excluding state holidays, to respond to an online prelicensing student's course content questions. Questions asked during weekends shall be answered by close of business on the following Monday. Technical questions regarding course requirements and materials may be responded to by staff of the CDI approved provider; and,

(4) that an instructor/subject matter expert, defined in these regulations, shall be available by telephone or email within one business day, excluding state holidays, to respond to continuing education non-contact student's course content questions. Questions asked during weekends shall be answered by close of business on the following Monday. Technical questions regarding course requirements and materials may be responded to by staff of the CDI approved provider.

(b) An approved education provider shall collect and maintain sufficient documentation to demonstrate that each instructor/subject matter expert meets the minimum qualifications as set forth in this section. All documentation shall be maintained by the provider for a minimum of five years after termination of instructor/subject matter expert employment. Documentation shall include the Prelicensing/Continuing Education Program Instructor/Subject Matter Expert Qualification Form LIC 446-4 signed under penalty of perjury as set forth in Section 2188.50 and at least two of the following:

(1) Copy of degree, license, or certificate in the subject being taught;

(2) Curriculum vita, resume or transcripts stating instructor/subject matter expert's experience, qualifications and education;

(3) Documents or letters from a third party including but not limited to a supervisor, professor, attorney, legislator, or Certified Public Accountant that demonstrate the instructor/subject matter expert meets the minimum requirements;

(4) Documentation that the instructor/subject matter expert has successfully completed a course that meets the requirements of California Insurance Code Section 1749.4.

(c) The Department shall have the right to review existing records of instructors/subject matter experts and direct the provider not to use an instructor who does not meet the instructor/subject matter expert qualifications as set forth in this Section or does not adhere to other applicable requirements stated in these regulations.

HISTORY

1. New section filed 4-15-93; operative 5-17-93 (Register 93, No. 16).

2. Repealer and new section filed 8-23-96; operative 9-22-96 (Register 96, No. 34).

3. Amendment of section heading and section filed 2-23-2010; operative 3-25-2010 (Register 2010, No. 9).

Note

Note: Authority cited: Section 1749.7, Insurance Code. Reference: Sections 1749, 1749.1, 1749.3 and 1749.4, Insurance Code.