Education Provider Programs

DFS Education Provider Programs

To see a list of currently DFS approved Continuing Education Providers, go to Continuing Education Providers.
Insurance Agents & Brokers looking looking for pre-licensing exams, courses or providers should visit our Insurance Agents & Brokers Licensing section.
MLO Education Providers seeking approval as a provider of courses relating to Mortgage licensees should contact the NMLS Course Providers program.

Continuing Education Renewals

All Continuing Education approvals will expire on November 30, 2021. To continue to act as an Approved Provider Organization you must submit a renewal application prior to the expiration date.

Please note: Monitors are no longer required when taking an exam for a self-study course. The monitor approvals will not be renewing.

Provider Renewal Instructions

Access to the Provider Renewal Application can be found on the Provider Details page of CE Provider Reporting System application.

If you have not yet registered a username and password to access these pages you can do so by selecting the Sign-Up link on the login page. You will need your provider approval number and provider index number.

If you need your provider index number, please contact [email protected].

Please Note: If you have no currently approved courses, you cannot renew online. You must contact us at [email protected] to obtain paper applications.

Approved Lists

The Approved Course and Approved Instructor pages list all currently approved courses and instructors. You must select the ones you wish to renew.

All selected instructors must complete a separate Instructor Renewal Application. The provider renewal application cannot be completed until all selected instructors have submitted their renewal applications. When selected for renewal on the Approved Instructor page, a renewal notice will be sent to the instructor email address indicated in the email field.

The status of the instructor will remain pending on the Provider Renewal Application until the Instructor Renewal Application is completed. Once the status of all selected instructors shows Complete, you may complete the Provider Renewal Application.

Fee Information

Renewal fees may be paid by credit card, echeck or paper check. The renewal fees are:

$200 for the provider
$50 for each course
$50 for each instructor

If paying by check, you may submit one check, bank check or money order in the amount of the total fee. Please attach the check to the payment invoice and mail to the address provided. Checks must be made payable to the Superintendent of Financial Services.

Pursuant to New York State Insurance Law, Section 2132(i) (3), all fees are non-refundable.

Access the provider login page on the DFS Portal:

DFS Portal

Printing Approval Documents

You will be notified when your applications have been reviewed and approved. The notification will include instructions on how to print your approval documents.

Instructor Renewal Instructions

If a provider or providers have elected to renew your instructor approval you must complete and submit the instructor renewal application. If selected by multiple providers, you must complete an application for each provider.

The provider cannot complete the renewal process until you have submitted your renewal application. Please respond in a timely manner when notified of a pending renewal application.

You will not be charged a fee to complete the instructor renewal application. The fee to renew the instructor approval will be included in the provider renewal fees.

Access the instructor login page on the DFS Portal: