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Individual Exchange Certification Course
Approval Pending:  8 Credits (LA, LB, C1, PC, BR)

This NY State Department of Financial Services approved certification course is required for any New York licensed Health producer (resident or non-resident) who wants to sell through the Individual Health Exchange.

Criteria of the Individual Exchange Certification Course:

  • Class consists of 7 modules (7 hours) & one 50-question final exam
    (1 hour)
  • Once class and exam are successfully completed, producers will receive a CE certificate worth 8 credits (for LA, LB, PC, BR New York Resident License Holders Only).  Certification WILL NOT be granted for anyone who does not pass the final exam.
  • The Exchange will notify producers after completion of course so that they may sign a Producer Agreement with them.
  • You must have already completed the SHOP Exchange course to be eligible for certification on the Individual Exchange.


Please note, once you are registered for a class you will receive a confirmation email containing the handouts for the course.  You need to print the handouts and bring to class..



LocationTime
Date
Hauppauge9:00 am - 5:00 pm
8/18/2016
Valley Stream9:00 am - 5:00 pm
8/26/2016



LOCATIONS

Valley Stream

516-887-7644
147 E. Merrick, Rd., Unit A
Valley Stream, New York 11580

Yonkers

Hampton Inn & Suites
160 Corporate Blvd.
Yonkers, New York 10701

Hauppauge

380 Townline Rd., Suite 160
Hauppauge, New York 11788

Brooklyn

Best Western Gregory Hotel 
8315 4th Ave.
Brooklyn, New York 11209

Long Island City

La Quinta Inn
37-18 Queens Blvd.
Long Island City, NY 11101

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Life Accident and Health
Students must arrive one half-hour early on the first day of class.
Students must bring a pen and highlighter to class, all other materials are provided.


Schedule A - One-Week Day Class - Tuesday through Monday (8:30 AM - 5:00 PM) - the last day is the 3 hour final exam.
Schedule B - Tuesdays & Thursdays (8:30 AM - 5:00 PM) for 2 weeks - the final exam will be the third Tuesday (9:00 AM - 12:00 PM).
Schedule D - Saturdays & Sundays for two weeks (8:30 AM - 5:00 PM) the final exam will be on the third Saturday (9:00 AM - 12:00 PM)


Valley Stream

Schedule
Time
Start Date
End Date
A
9:00 am to 5:30 pm
1/30/2018
2/5/2018
A
9:00 am to 5:30 pm
3/13/20183/19/2018
A
9:00 am to 5:30 pm
4/17/2018
4/23/2018
A
9:00 am to 5:30 pm
5/29/2018
6/4/2018


Hauppauge

Schedule
Time
Start Date
End Date
A
9:00 am to 5:30 pm
1/23/2018
1/29/2018
A
9:00 am to 5:30 pm
2/27/2018
3/5/2018
A
9:00 am to 5:30 pm
4/10/2018
4/16/2018
A
9:00 am to 5:30 pm
5/15/2018
5/21/2018


Students must arrive 15 minutes early on first day of class. Students must bring a pen and highlighter to class, all other materials are provided.



Property and Casualty
Students must arrive one half-hour early on the first day of class. Students must bring a pen and highlighter to class, all other materials are provided.

Schedule E - 3 evenings a week - Mon/Wed/Thur. 6:30 PM - 9:30 PM.
Schedule G - 2 evenings & Saturday each week - Tuesdays/Thursdays from 6:30 PM - 9:30 PM and Saturday from 9:00 AM - 3:30 PM.
Schedule H - 3 Full Weeks, Monday through Friday 9:00 AM - 5:30 PM.


Valley Stream

Schedule
Time
Start Date
End Date
H
9:00 am to 5:00 pm
1/8/20181/26/2018
H
9:00 am to 5:00 pm
2/19/2018
2/19/2018
H
9:00 am to 5:00 pm
3/26/2018
4/13/2018
H
9:00 am to 5:00 pm
5/7/20185/24/2018
H
9:00 am to 5:00 pm
6/18/187/6/18



DEDICATED TO PROVIDING YOU HIGH-QUALITY, LOW COST PRE-LICENSING AND CONTINUING EDUCATION

Schedules

Bronx

WAO Driving School
24 East 183rd Street
Bronx, New York 10453

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SHOP Certification Course
Class consists of 7 modules (7 hours) plus a one 50 question final exam

(1 hour)

Once the class and exam are successfully completed, producers will receive a CE certificate worth 8 “bridge” credits (good for LA, LB, PC and BR licenses).  Certification  will be given to all students who have passed the final exam.  If the final exam is not passed a certificate will not be issued. The Exchange will notify producers after completion of course so that they may sign a Producer agreement with them. Tuition $100.00 – student will be contacted by email 7 days prior to class regarding the course handouts.



LocationTime
Date
Hauppauge9:00 am - 5:00 pm
8/17/2016
Valley Stream9:00 am - 5:00 pm
8/22/2016



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Personal Lines
The Personal Lines Course is the first 40 hours of every Property & Casualty Course. Anyone wishing a Personal Lines license would attend the first 40 hours of the full Property & Casualty Course and take a Personal Lines final exam.


Valley Stream

Schedule
Time
Start Date
End Date
H
9:00 am to 5:30 pm
1/8/2018
1/16/2018
H
9:00 am to 5:30 pm
2/19/2018
2/26/2018
H
9:00 am to 5:30 pm
3/26/2018
4/3/2018
H
9:00 am to 5:30 pm
5/7/2018
5/14/2018


Hauppauge

Schedule
Time
Start Date
End Date
H
9:00 am to 5:00 pm
1/8/20181/16/2018
H
9:00 am to 5:00 pm
2/19/2018
2/26/2018
H
9:00 am to 5:00 pm
3/26/2018
4/3/2018
H
9:00 am to 5:00 pm
5/7/2018
5/14/2018
H
9:00 am to 5:00 pm
6/18/2018
6/25/2018



Continuing Education
Pricing Information and Classroom Hours

15 “Bridge” Credits in 4.5 hours – Home-study and classroom lecture – Home-study is 8:00 am, class is 9:00 am to 12:30 pm. Tuition for all 15 credits is $195.00. The home-study material will be sent at least 7 days prior for review.


Valley Stream

ClassTime
Date
Financial Planning II
8:00 am Exam
9:00 - 12:30 class
1/13/2018
Anti-Money Laundering in the Insurance Industry II
8:00 am Exam
9:00 - 12:30 class
1/29/18
Starting & Operating a Business
8:00 am Exam
9:00 - 12:30 class
2/9/18
Needs Analysis II classroom
8:00 am Exam
9:00 - 12:30 class
2/17/18
TBA
8:00 am Exam
9:00 - 12:30 class
2/28/18
Risk Management II
8:00 am Exam
9:00 - 12:30 class
3/9/18


Hauppauge

ClassTime
Date
Needs Analysis II Classroom
8:00 am Exam
9:00- 12:30 Class
1/20/2018
Starting & Operating a Business
8:00 am Exam
9:00- 12:30 Class
2/2/18
Anti-Money Laundering in the Insurance Industry II
8:00 am Exam
9:00- 12:30 Class
2/14/18
Risk Management II
8:00 am Exam
9:00- 12:30 Class
3/3/18
TBA8:00 am Exam
9:00- 12:30 Class
3/16/18


Brooklyn

ClassTimeDate
Challenges Facing the Insurance Industry II
8:00 am Exam
9:00 - 12:30 class
1/12/2018
Errors & Omissions II
8:00 am Exam
9:00 - 12:30 class
1/31/2018
Understanding the Fraudster
8:00 am Exam
9:00 - 12:30 class
2/24/2018
Financial Planning with Insurance Products
8:00 am Exam
9:00 - 12:30 class
3/14/18
Ethical Issues II
8:00 am Exam
9:00 - 12:30 class
4/14/18
Risk Management II
8:00 am Exam
9:00 - 12:30 class
5/11/18


Yonkers

Class
TimeDate
Challenges Facing the Insurance Industry II
8:00 am Exam
9:00 - 12:30 class
1/17/2018
Anti-Money Laundering in the Insurance Industry II
8:00 am Exam
9:00 - 12:30 class
2/10/2018
Understanding the Fraudster
8:00 am Exam
9:00 - 12:30 class
3/2/2018
Identity Theft II Classroom
8:00 am Exam
9:00 - 12:30 class
3/24/18


Long Island City

Class
TimeDate
Challenges Facing the Insurance Industry II
8:00 am Exam
9:00 - 12:30 class
1/10/2018
Risk Management II
8:00 am Exam
9:00 - 12:30 class
2/3/2018
Ethical Issues II classroom
8:00 am Exam
9:00 - 12:30 class
3/7/2018
Compliance Issues II classroom
8:00 am Exam
9:00 - 12:30 class
4/6/2018
Needs Analysis II
8:00 am Exam
9:00 - 12:30 class
4/28/18