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New York Dept. of Financial Services Information and Downloads

Review the Candidate Information Bulletin

Before registering and scheduling for your exam, please review the New York Insurance Candidate Information Bulletin. This bulletin will provide you with important information about the examination and licensing process for becoming licensed by the New York Department of Financial Services to sell or provide insurance services and products in New York

Register and Schedule Your Exam

Before scheduling your exam, please create an account or log into your existing account. To create an account you must:

  • Select your state,
  • Select “Insurance” as the business type, and
  • Enter your eligibility (SSN)

Once you are set up and logged into your account, you are able to schedule your exam. To do so, enter your eligibility (SSN) and the first four letters of your last name. NOTE: You must have an account and select your state’s insurance exam in order to schedule online.


Exam Content Outlines

Read the full detailed Exam Content Outlines to become familiar with the upcoming exam.


Take your Scheduled Exam

Please review the New York Dept. of Financial Services Insurance Candidate Information Bulletin for Test Center regulations and ID policies.

Apply for your license through the New York Dept. of Financial Services

Once you have passed the licensing exam (if an exam is required), you will need to submit your license application to the Department, along with any required paperwork. Please Note: You must wait 48 hours from having passed the exam to apply. To apply online click here.

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Information Booklet 

contains fees, scheduling policies, scoring 

information and FAQs