Surety Education for Professionals

CE Credits for Licensed California P&C Agents/Brokers

SuretyU: The Only Educational Site Devoted Exclusively to Surety Bonds

For CA Property and Casualty Agents and Brokers, finally you and your teams can take DOI approved surety course options to meet your continuing education hours! These courses are designed from an agency perspective but provide insight into the underwriting process on the carrier side as well. For bankers, CPAs, public agencies or anyone dealing with surety questions or issues, you also have with SURETYU resources available to help you navigate the Surety Bond Industry for your own customers. Whether you chose one of the approved CE Courses in PDF or webinar format, or would like Sharon Rusconi to present a topic in a live workshop for your team or your customers, you have come to the right place!

Live Events

All live workshops are currently full. To reserve your event, please contact us. Choose from one of our already DOI-approved In Person Workshops, or a course can be tailored to your specific needs (with or without CE credits. Custom Course approval for CE credits will take additional time.)

Online Courses

SURETY BASICS
Covering History, Fidelity and Commercial, Contract, Subdivision and More!
FINANCIAL ANALYSIS I
Capturing the Basics of Surety Underwriting
FINANCIAL ANALYSIS II
Finessing the Basics of Surety Financial Underwriting

In-Person Courses

SURETY BASICS - LIVE
An Overview of Common Surety Bonds
IMPROVEMENT & SUBDIVISION BONDS - LIVE Part 1
Background, History and Overview.
IMPROVEMENT & SUBDIVISION BONDS - LIVE Part 2
Claims, Markets and the Application Process
IMPROVEMENT & SUBDIVISION BONDS - LIVE Part 3
The Process To Approval and Issuance
FINANCIAL ANALYSIS I - LIVE
Capturing the Basics of Surety Underwriting
FINANCIAL ANALYSIS II - LIVE
Finessing the Basics of Surety Financial Underwriting