2 Credit HoursInsurance Compliance

Anti-Money Laundering for Insurance

BSA/AML compliance for insurance producers. Covers suspicious activity recognition, SAR filing obligations, customer due diligence, beneficial ownership requirements, insurance-specific money laundering schemes, and building a compliant AML program within an insurance practice.

Topics Covered
  • BSA/AML framework for insurance
  • Insurance-specific money laundering schemes
  • Customer due diligence and beneficial ownership
  • SAR filing obligations and procedures
  • Red flags and suspicious activity recognition
  • Building an AML compliance program
Exam Requirements

Review Questions

6

Throughout the course material

Final Exam Questions

10

Multiple choice, 4 options each

Passing Score

70%

Minimum requirement

Time Limit

1 Year

Self-paced from enrollment

Certificate of Completion

Upon passing the final exam, you will receive a certificate including all required fields:

  • Provider name
  • Program name
  • Program number (upon approval)
  • Program dates
  • Credit hours awarded
  • Instructor signature
  • Your name
  • Unique certificate number

$39

$20 per credit hour

2 credit hours
Insurance Compliance
Self-paced online

Self-paced. 1 year to complete.

Accepted by:

Certified Financial PlannerInvestment Adviser RepresentativeInsurance Producer

Courses designed to meet CE requirements of applicable regulatory bodies including IRS, state insurance departments, NASAA, CFP Board, state real estate commissions, state bar associations, and state medical/nursing/pharmacy boards. Provider applications pending.