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NY Education Schedule

Comprehensive calendar listing all PIA-sponsored courses in New York.
Course descriptions, CE credits and more.

CE applicable courses are approved for NYCE credit through 11/30/23 Provider no. NYPO-100002

Please note that New York attendees cannot repeat classes with the same approval number. New York State DFS expects attendees to track their own class history for renewals.

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Class type

Curriculum

CE credits

Date

October

Oct. 3, 2023 | Class: 8 AM-4 PM EST

2023 CISR OPLS: Other Personal Lines Solutions WEBINAR ONLY

Instructor(s): Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Rate: $170.00
Credits: 7 BR, C3, PA, PC

Credits available for other states

State Credits

Approved in all 50 states unless otherwise noted.
Contact National Alliance (800-633-2165) to get CIC and CISR details in other states.

CT

7 PC

NH

For CE information, contact Massachusetts Association of Insurance Agents (MAIA), PHONE 508-634-2900.

NJ

7 GEN

Notes:This is a hybrid webinar--live in person and online. NY Residents: You cannot repeat a course with the same approval number. The exam window will be open immediately following the conclusion of class through Thursday at 11:59 PM CST the week following the class. The exam will be located on your National Alliance profile at scic.com.

Class type: Webinar
Curriculum: CISR

Location: Webinar

Oct. 4, 2023 | Class: 8 AM-4:15 PM EST

2023 CISR 2IC: Insuring Commercial Casualty II

Instructor(s): Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW

Rate: $170.00
Credits: 7 BR, C3, PA, PC
*Earn 1 additional NYCE credit with a passing grade on exam.

Credits available for other states

State Credits

Approved in all 50 states unless otherwise noted.
Contact National Alliance (800-633-2165) to get CIC and CISR details in other states.

CT

7 PC

NH

For CE information, contact Massachusetts Association of Insurance Agents (MAIA), PHONE 508-634-2900.

NJ

7 GEN
****CISR DESIGNEES: NJDOBI will award 12 CE credits for each full year of the license term that the Designation is maintained in good standing.

Notes:NY Residents: You cannot repeat a course with the same approval number. The exam window will be open immediately following the conclusion of Class through Thursday at 11:59 PM CST the week following the class. The exam will be located on your National Alliance profile at scic.com.

Class type: Webinar
Curriculum: CISR

Location: Webinar

Oct. 12, 2023 | Class: 10 AM-1 PM EST

NFIP - Keeping Your Clients Head Above Water

Instructor(s): Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW

Member rate: $75.00
Credits: 3 BR, C3, PA, PC
This course is approved for the NYS Enhanced Flood regulation.

Credits available for other states

State Credits

CT

3 PC

NH

3 Producer PROD

NJ

3 NFIP Flood

Nonmember rate: $150.00
Class type: Webinar
Curriculum: Gen

Location: Webinar

Oct. 13, 2023 | Class: 8 AM-11 AM EST

Ethical Issues in E&O ^FF ^UN

Instructor(s): Catherine L Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP

Member rate: $75.00
Credits: 3 BR, C1, C3, LA, LB, LSB, PA, PC
**Approved for the new NYS regulation for ethics and professionalism

Credits available for other states

State Credits

CT

3 LRE

NH

3 Ethics PROD

NJ

3 ETH

VT

3 Ethics

Notes:*Sponsored by Emery & Webb Insurance

Nonmember rate: $150.00
Class type: Webinar
Curriculum: E&O

Location: Webinar

^FF - This course has been approved for E&O loss prevention credit by Fireman's Fund. Call the PIA E&O Department for details: 800-424-4244.

^UM - This course has been approved for E&O loss prevention credit by Utica National. Call the PIA E&O Department for details: 800-424-4244.

Oct. 13, 2023 | Class: 11 AM-1 PM EST

Working from Home - Coverage Issues to Consider

Instructor(s): Catherine L Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP

Member rate: $50.00
Credits: 2 BR, C1, C3, LA, LB, LSB, PA, PC, TIA

Credits available for other states

State Credits

NJ

2 GEN

PA

2 General

Notes:*Sponsored by Emery & Webb Insurance

Nonmember rate: $100.00
Class type: Webinar
Curriculum: Gen

Location: Webinar

Oct. 13, 2023 | Class: 2 PM-5 PM EST

Risk Management for Insurance Professionals

Instructor(s): Catherine L Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP

Member rate: $75.00
Credits: 3 BR, C1, C3, LA, LB, LSB, PA, PC

Notes:*Sponsored by Emery & Webb Insurance

Nonmember rate: $150.00
Class type: Webinar
Curriculum: Gen

Location: Webinar

Oct. 16, 2023 | 10/16/2023-10/20/2023

Creating a Differentiated Customer Experience Journey through the TRA Process

Instructor(s): N/A

Member rate: $249.00
Credits: 2 BR, C3, PA, PC

Credits available for other states

State Credits

CT

NOT APPLICABLE for CE credit

NH

NOT APPLICABLE for CE credit

NJ

NOT APPLICABLE for CE credit

VT

NOT APPLICABLE for CE credit

Notes:Trusted Risk Advisor Program: Add all 4 webinars to your cart and receive a $100 discount!

Nonmember rate: $350.00
Class type: Online
Curriculum: Gen

Location: Webinar

Oct. 17, 2023 | Class: 8 AM-4 PM EST

2021-2023 CPIA 2: Implement for Success

Instructor(s): Stephen P Tague, CPIA

Member rate: $190.00
Credits: 7 BR, C1, C3, LA, LB, LSB, PA, PC

Credits available for other states

State Credits

Approved in all 50 states unless otherwise noted.
Contact Donna Gray at donna@cpia.com or 877-674-CPIA (2742) to get CPIA details in other states.

CT

2 LH, 5 PC

NJ

7 GEN

Notes:*CPIA designees now need annual updates Check CE credit here: https://www.aimssociety.org/page/CEApprovalbyState *NY participants: You CANNOT repeat a course with the same approval number for CE credit. As New York does not keep copies of your transcripts, it is up to you to maintain records and make sure you do not repeat courses with same approval number or you will not receive CE

Nonmember rate: $255.00
Class type: Webinar
Curriculum: CPIA

Location: Webinar

Oct. 18, 2023 | 10/18/2023-10/19/2023

2022-2023 CIC CP: Commercial Property Institute

Instructor(s): John Aaron Chapman Jr, CIC, CPCU; Douglas J Fleming, LUTCF

Rate: $430.00
Credits: 15 BR, C3, PA, PC

Credits available for other states

State Credits

Approved in all 50 states unless otherwise noted.
Contact National Alliance (800-633-2165) to get CIC and CISR details in other states.

CT

16 PC, 16 PC
(classroom) *Approved in all 50 states. Contact the National Alliance at 800-633-2165 to get approval details in other states.

NH

For CE information, contact Massachusetts Association of Insurance Agents (MAIA), PHONE 508-634-2900.

NJ

16 GEN
*Approved in all 50 states. Contact the National Alliance at 800-633-2165 to get approval details in other states.

Notes:NY residents: You cannot repeat a course with the same approval number: This exam window will be open Monday at 12:01AM CST through Thursday at 11:59 PM CST the week following the class. The exam will be located on your National Alliance PROfile at scic.com

Class type: Webinar
Curriculum: CIC

Location: Webinar

Oct. 19, 2023 | Class: 10 AM-1 PM EST

Ethics, Law, and Inclusion: How We Do What We Do

Instructor(s): John Fear, CPIA, CISR

Member rate: $75.00
Credits: 3 BR, C1, C3, LA, LB, LSB, PA, PC
**Approved for the NYS regulations for insurance law; ethics & professionalism; diversity, inclusion & the elimination of bias.

Credits available for other states

State Credits

CT

3 LRE

NJ

3 GEN

Nonmember rate: $150.00
Class type: Webinar
Curriculum: Gen

Location: Webinar

Oct. 24, 2023 | Class: 8 AM-4 PM EST

2022 CISR PR: Insuring Personal Residential Property

Instructor(s): Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW

Rate: $170.00
Credits: 7 BR, C3, PA, PC
*Earn 1 additional NYCE credit with a passing grade on exam.

Credits available for other states

State Credits

Approved in all 50 states unless otherwise noted.
Contact National Alliance (800-633-2165) to get CIC and CISR details in other states.

CT

7 PC

NH

For CE information, contact Massachusetts Association of Insurance Agents (MAIA), PHONE 508-634-2900.

NJ

7 GEN
****CISR DESIGNEES: NJDOBI will award 12 CE credits for each full year of the license term that the Designation is maintained in good standing.

Notes:NY Residents: you cannot repeat a course with the same approval number. The exam window will be open immediately following the conclusion of this class through Thursday at 11:59 PM CST the week following the class. The exam will be

Class type: Webinar
Curriculum: CISR

Location: Webinar

Oct. 26, 2023 | 10/26/2023-10/27/2023

2023 Ruble Graduate Seminar: WEBINAR ONLY

Instructor(s): Douglas J Fleming, LUTCF; Angelynn Heavener, CIC, CPIA; Steven D Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS

Rate: $450.00
Credits: Submitted for CE approval.

Credits available for other states

State Credits

Approved in all 50 states unless otherwise noted.
Contact National Alliance (800-633-2165) to get CIC and CISR details in other states.

CT

Submitted for CE approval.

NJ

Submitted for CE approval.

Notes:This is a Thursday/Friday program and is the webinar only portion of a hybrid webinar. This will be live on-site in Atlantic City and have concurrent sessions with Life credit or PC/BR credit. NY residents: you cannot repeat a course with same approval number, this course will have 4 different NY approval numbers, one for each 4 hour topic. Check topics against your course history.

Class type: Webinar
Curriculum: CIC

Location: Webinar

Oct. 30, 2023 | Class: 1 PM-4 PM EST

Ethics You Can Use

Instructor(s): Jerry Rhinehart, CIC, CLU, ChFC, RHU

Member rate: $75.00
Credits: 3 BR, C1, C3, LA, LB, LSB, PA, PC

Credits available for other states

State Credits

CT

3 LRE

NH

3 Ethics PROD

NJ

NOT APPLICABLE for CE credit

Nonmember rate: $150.00
Class type: Webinar
Curriculum: Gen

Location: Webinar

Oct. 31, 2023 | Class: 9:30 AM-10:30 AM EST

Implicit and Explicit Bias; Equal Access to Justice

Instructor(s): Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Member rate: $25.00
Credits: 1 BR, C1, C3, LA, LB, LSB, PA, PC, TIA
**Approved for the new NYS regulation for diversity, inclusion and the elimination of bias

Credits available for other states

State Credits

CT

1 PC

NJ

1 GEN

Nonmember rate: $50.00
Class type: Webinar
Curriculum: Gen

Location: Webinar

Oct. 31, 2023 | Class: 11 AM-12 PM EST

New York Insurance Law and Regulations

Instructor(s): Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Member rate: $25.00
Credits: 1 BR, C1, C3, LA, LB, LSB, PA, PC, TIA
**Approved for the new NYS regulation for insurance law

Credits available for other states

State Credits

NJ

1 GEN

Nonmember rate: $50.00
Class type: Webinar
Curriculum: Gen

Location: Webinar

November

Nov. 2, 2023 | Reg: 8 AM, Class: 8 AM-5 PM EST

Capital RAP 2023

Instructor(s): N/A

Member rate: See more Info
Credits: N/A

Nonmember rate: See more Info
Class type: Classroom
Curriculum: Gen

Location: Albany Capital Center, Albany

Nov. 2, 2023 | Class: 8 AM-10 AM EST

Cybersecurity in the AI Age: Judgment Day

Instructor(s): Bradford J Lachut, Esq

Member rate: See more Info
Credits: 2 BR, C3, PA, PC

Notes:CE class being held at Capital RAP

Nonmember rate: See more Info
Class type: Classroom
Curriculum: Gen

Location: Albany Capital Center, Albany

Nov. 7, 2023 | 11/07/2023-11/08/2023

2023 CISR AO: Agency Operations WEBINAR ONLY ^FF ^UN

Instructor(s): Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Rate: $170.00
Credits: 7 BR, C1, C3, LA, LB, LSB, PA, PC
*Earn 1 additional NYCE credit with a passing grade on exam. **Approved for the new NYS regulations for ethics and professionalism (1).

Credits available for other states

State Credits

Approved in all 50 states unless otherwise noted.
Contact National Alliance (800-633-2165) to get CIC and CISR details in other states.

CT

6 LH, 1 LRE, 1 LRE, 6 PC
Submitted for CE approval.

NH

For CE information, contact Massachusetts Association of Insurance Agents (MAIA), PHONE 508-634-2900.

NJ

1 ETH, 6 GEN
****CISR DESIGNEES: NJDOBI will award 12 CE credits for each full year of the license term that the Designation is maintained in good standing.

Notes:This is a 2-day program (AM sessions). Attendees must take both parts for credit. NY residents: you cannot repeat a course with the same approval number for CE credit. The exam window will be open immediately following the conclusion of class through Thursday at 11:59 PM CST the week following class. The exam will be located on your National Alliance PROfile at scic.com

Class type: Webinar
Curriculum: CISR

Location: Webinar

^FF - This course has been approved for E&O loss prevention credit by Fireman's Fund. Call the PIA E&O Department for details: 800-424-4244.

^UM - This course has been approved for E&O loss prevention credit by Utica National. Call the PIA E&O Department for details: 800-424-4244.

Nov. 15, 2023 | 11/15/2023-11/16/2023

2022-2023 CIC ICO: Insurance Company Operations Institute WEBINAR ONLY

Instructor(s): N/A

Rate: $430.00
Credits: 15 BR, C1, C3, LA, LB, LSB, PA, PC
**Approved for the new NYS regulations for insurance law (1).

Credits available for other states

State Credits

Approved in all 50 states unless otherwise noted.
Contact National Alliance (800-633-2165) to get CIC and CISR details in other states.

CT

16 LH
(classroom) (Either/Or)

NJ

16 GEN
*Approved in all 50 states. Contact the National Alliance at 800-633-2165 to get approval details in other states.

Notes:This is the webinar portion of the CIC ICO hybrid program. *NY residents: you cannot take a course with the same approval number for CE credit.

Class type: Webinar
Curriculum: CIC

Location: Webinar

Nov. 21, 2023 | Class: 8 AM-4 PM EST

2021-2023 CPIA 3: Sustain Success

Instructor(s): Stephen P Tague, CPIA

Member rate: $190.00
Credits: 7 BR, C1, C3, LA, LB, LSB, PA, PC

Credits available for other states

State Credits

Approved in all 50 states unless otherwise noted.
Contact Donna Gray at donna@cpia.com or 877-674-CPIA (2742) to get CPIA details in other states.

CT

1 LRE, 6 PC

NJ

7 GEN

Notes:*CPIA designees now need annual updates Check CE credit here: https://www.aimssociety.org/page/CEApprovalbyState *NY participants: You CANNOT repeat a course with the same approval number for CE credit. As New York does not keep copies of your transcripts, it is up to you to maintain records and make sure you do not repeat courses with same approval number or you will not receive CE credit by NY state.

Nonmember rate: $255.00
Class type: Webinar
Curriculum: CPIA

Location: Webinar

Nov. 28, 2023 | Class: 1 PM-4 PM EST

Understanding the New NFIP

Instructor(s): Steven D Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS

Member rate: $75.00
Credits: 3 BR, C3, PA, PC
**Approved for the new NYS regulation for enhanced flood insurance

Credits available for other states

State Credits

CT

3 PC

NH

3 FEMA Flood PROD

NJ

3 NFIP Flood

VT

3 Flood

Nonmember rate: $150.00
Class type: Webinar
Curriculum: Flood

Location: Webinar

Nov. 29, 2023 | Class: 8 AM-4:15 PM EST

2023 CISR PA: Insuring Personal Auto

Instructor(s): Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW

Rate: $170.00
Credits: 7 BR, C3, PA, PC
*Earn 1 additional NYCE credit with a passing grade on exam.

Credits available for other states

State Credits

Approved in all 50 states unless otherwise noted.
Contact National Alliance (800-633-2165) to get CIC and CISR details in other states.

CT

7 PC

NH

For CE information, contact Massachusetts Association of Insurance Agents (MAIA), PHONE 508-634-2900.

NJ

7 GEN
****CISR DESIGNEES: NJDOBI will award 12 CE credits for each full year of the license term that the Designation is maintained in good standing.

Notes:NY residents: you cannot repeat a course with the same approval number for CE credit. The exam window will open immediately following the conclusion of class through Thursday at 11:59PM CST the week following class. The exam will be located on your National Alliance PROfile at scoc.com

Class type: Webinar
Curriculum: CISR

Location: Webinar

December

Dec. 6, 2023 | 12/06/2023-12/07/2023

2022-2023 CIC AM: Agency Management Institute

Instructor(s): Douglas J Fleming, LUTCF

Rate: $430.00
Credits: N/A

Credits available for other states

State Credits

Approved in all 50 states unless otherwise noted.
Contact National Alliance (800-633-2165) to get CIC and CISR details in other states.

CT

13 LH, 3 LRE, 3 LRE, 13 PC
**CT licensees can get 13 PC/3 LRE or 13 LH/3 LRE. Approved in all 50 states. Contact National Alliance (800-633-2165) to get details in other states.

NH

For CE information, contact Massachusetts Association of Insurance Agents (MAIA), PHONE 508-634-2900.

NJ

3 ETH, 13 GEN
*Approved in all 50 states. Contact the National Alliance at 800-633-2165 to get approval details in other states.

Notes:*NY Residents: you cannot repeat a course with the same approval number for CE credit. -CIC AM has had same approval number since Dec 2018. The exam window will open the next week, on Monday 12:01amCST through Thursday 11:59pm CST.

Class type: Webinar
Curriculum: CIC

Location: Webinar

Dec. 12, 2023 | Class: 8 AM-4 PM EST

CPIA Advanced: An E&O Loss Control Program for All Agencies

Instructor(s): John Fear, CPIA, CISR

Member rate: $190.00
Credits: N/A

Credits available for other states

State Credits

Approved in all 50 states unless otherwise noted.
Contact Donna Gray at donna@cpia.com or 877-674-CPIA (2742) to get CPIA details in other states.

CT

7 PC

NJ

Submitted for CE approval.

Notes:*CPIA designees now need annual updates Check CE credit here: https://www.aimssociety.org/page/CEApprovalbyState *NY participants: You CANNOT repeat a course with the same approval number for CE credit. As New York does not keep copies of your transcripts, it is up to you to maintain records and make sure you do not repeat courses with same approval number or you will not receive CE

Nonmember rate: $255.00
Class type: Webinar
Curriculum: CPIA

Location: Webinar

Dec. 13, 2023 | 12/13/2023-12/14/2023

2023 CISR 1IC (Commercial Casualty I) CGL, Additional Insureds

Instructor(s): Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Rate: $170.00
Credits: Submitted for CE approval.

Credits available for other states

State Credits

Approved in all 50 states unless otherwise noted.
Contact National Alliance (800-633-2165) to get CIC and CISR details in other states.

CT

7 PC

NH

For CE information, contact Massachusetts Association of Insurance Agents (MAIA), PHONE 508-634-2900.

NJ

7 GEN
****CISR DESIGNEES: NJDOBI will award 12 CE credits for each full year of the license term that the Designation is maintained in good standing.

Notes:This is a 2-day program. Attendees must take both parts for credit. NY Residents: you cannot repeat a course with the same approval number for CE. The exam window will open at 4:15pm EST day of class and run through Thursday 11:59pm CST of the next week.

Class type: Webinar
Curriculum: CISR

Location: Webinar

Dec. 18, 2023 | Class: 1 PM-4 PM EST

Understanding the New NFIP

Instructor(s): Steven D Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS

Member rate: $100.00
Credits: N/A

Credits available for other states

State Credits

CT

3 PC

NH

3 FEMA Flood PROD

NJ

3 NFIP Flood

VT

3 Flood

Nonmember rate: $200.00
Class type: Webinar
Curriculum: Flood

Location:

April

Apr. 3, 2024 | 04/03/2024-04/04/2024

2024 Ruble Graduate Seminar: Online Webinar Only

Instructor(s): N/A

Rate: $450.00
Credits: For detailed CE information, please contact the National Alliance at (800) 633-2165.

Credits available for other states

State Credits

Approved in all 50 states unless otherwise noted.
Contact National Alliance (800-633-2165) to get CIC and CISR details in other states.

CT

For detailed CE information, please contact the National Alliance at (800) 633-2165.

NJ

For detailed CE information, please contact the National Alliance at (800) 633-2165.

Notes:**NY licensees: Per NY DFS, it is the responsibility of the producer to maintain course completion documents. If producers repeat a course with the same approval number, New York state will not grant you CE credit. You can check your transcript by logging into your account here to check.

Class type: Online
Curriculum: CIC

Location: Webinar