Course purpose
The District of Columbia's one-time annuity training a producer must complete before selling, soliciting, or negotiating annuities. It teaches the suitability standard (DCMR Title 26-A, Chapter 84 (Suitability in Annuity Transactions), § 26-A8404, based on the 2010 NAIC Suitability in Annuity Transactions model — the suitability standard currently in force in the District (a best-interest amendment was proposed in 2026 but has not been adopted)) and the producer's suitability obligation - plus annuity types and classifications, the parties to an annuity, product features, the income taxation of qualified and non-qualified annuities, the primary uses of annuities, and appropriate standards of conduct, sales practices, replacement, and disclosure, with the District's unfair trade practices law (D.C. Code § 31-2231.01 et seq.) (D.C. Code § 31-2231.01 et seq.) and the District of Columbia Department of Insurance, Securities and Banking (DISB) discipline (D.C. Code § 31-1131.01 et seq.) - with lesson knowledge checks, a final exam, a certificate, and CE reporting. Delivered as a bilingual online 4-credit course.
Acceptance responsibility
There is no single national approval body for this type of education course. If a court, officer, employer, school, or agency assigned the course, confirm that they accept an online certificate course before paying or relying on completion.
Before-purchase review materials
Students can share the course name, 4 hours / 240 minutes length, curriculum preview, published price, education-only boundaries, and verification details before paying.
Education-only boundary
This course is not pre-licensing and does not qualify you to sit for a District of Columbia licensing exam; it is post-license continuing education only. District of Columbia-approved continuing education (DC Department of Insurance, Securities and Banking (DISB), Provider #500033170). CE credit is earned only for the line(s) of authority and credit type DISB approved for this course; confirm the credit type and hours apply to your specific license and renewal requirement before relying on it. Completion and CE credit are reported to the DC Department of Insurance, Securities and Banking (DISB); the certificate documents completion but acceptance toward your renewal is governed by DISB's records. Verify your CE transcript after completion.
Course timing
The course requires 4 hours / 240 minutes total. Lessons are completed online in sequence, and active course time is measured before the certificate can be issued.
Certificate requirements
A certificate is available after the student completes the course sequence, satisfies identity and seat-time controls, and passes the final review.
Bilingual access
The public information and core learning path are available in English and Spanish.
Price-match review
The posted tuition is $24.99. If a student finds a lower current public price for a comparable online certificate course, the request can be reviewed for a price match before purchase.
Support route
Support is handled by FAQ and email. A public phone number is not displayed unless a controlling rule requires one.
