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Nov 06
DFS Nixes Requirement To Have Exams Monitored

​The New York State Department of Financial Services will no longer require that an insurance producer have a monitor present during an exam following a ​continuing education course. The department announced the change in a November 2 circular letter.

Due to the COVID-19 pandemic, DFS started issuing a series of circular letters​ in March that extended producer license expiration dates and made other temporary changes. Among those changes was a moratorium on the requirement to have a monitor present during a CE exam. A circular issued in August extended the changes to November 5. The new circular stated in part:

DFS hereb​y eliminates the requirement that a monitor be present when an insurance producer takes any exam at the conclusion of either a continuing education or prelicensing course.  This change does not modify the requirement to take an exam at the conclusion of a self-study continuing education course or online prelicensing course as set forth in the Continuing Education Criteria and Prelicensing Criteria. ​

​As a reminder, Big I New York's new "15-in-1" program, which enables producers to get 15 credits through a combination of self-study and a four-hour webinar, includes an exam after the self-study portion. The DFS announcement means that producers who take advantage of the program can take the exam without needing a monitor. 

Contact our Education Department​ for more information about the 15-in-1 program.


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