Ethics: Responsibilities, Obligations, and Codes

This course is approved for 1 CE credit for
Property and Casualty in California

CDI approval code: 213103

    This course rounds out the exploration of ethical keys and considerations with respect to client representation and the construction of codes of ethics. Codes of ethics are the way that organizations formalize what they expect from their employees and representatives.

    In this course you will learn about the program through the following topics:

    • Agents' Fiduciary Responsibilities

    • Accuracy, Suitability, & Disclosure

    • Working Code of Ethics

    • Example Code of Ethics

    • Insurance Marketplace Standards Association (IMSA)


To begin the course, click the Start button below.

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This course will take
approximately one hour
to complete. On the last
page of the course, the
"Take Exam" button will
prompt you to provide your
license information before
presenting you with a three
question exam. To pass the
course, you must answer all
three questions correctly.
You may take the exam more
than once but upon three
attempts,you will be prompted
to return to the course
material to review it.
The course completion date is
marked as the day you successfully
pass the exam.

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