What are the steps for completing Marketplace registration and training?

Aug 2, 2023 • Registration and Training Requirements*

*Information obtained from CMS.gov

Agents and brokers who did not complete registration and training for the previous plan year:

Both new agents and brokers and those returning who didn’t complete Marketplace training for the previous plan year will be required to complete the full Marketplace registration and training for the current plan year. The full training is available through the CMS Enterprise Portal.

If you are a new agent or broker who does not already have a CMS Enterprise Portal Account, follow these steps to create an account and set up your agent/broker profile on the Marketplace Learning Management System (MLMS):

1. Create a CMS Enterprise Portal Account at https://portal.cms.gov/ and set up a Multi-factor Authentication (MFA) device for log in
2. Request the Agent Broker Training Access Role
3. Complete remote identity proofing through the Identity Management (IDM) System
4. Complete your agent/broker profile on the MLMS via the CMS Enterprise Portal



Once you have completed the above steps, all agents and brokers should follow the steps outlined below to complete registration and training:

1. Log in to the CMS Enterprise Portal
2. Update your information on your Marketplace Learning Management System (MLMS) agent/broker profile
3. Complete the Marketplace training requirement on the MLMS via the CMS Enterprise Portal or through an HHS-approved vendor
4. Read and accept the applicable Marketplace Agreement(s)
5. Print your Registration Completion Certificate
6. Confirm your registration by using the Registration Completion List (RCL)

Agents and brokers who completed registration and training for the previous plan year:

Returning agents and brokers are eligible to complete a shorter training. As a returning agent or broker, you will be automatically enrolled in the “Marketplace Training for Returning Agents and Brokers,” a shorter training that can be completed in approximately two hours. The curriculum for the Marketplace training for returning agents and brokers consists of a self-paced review of Marketplace resources and updates. As part of the Agent Broker General Agreement, you must attest to completing the required reading and review of the materials in order for your training to be considered complete.


If you are a returning agent or broker, follow these steps to complete registration and training:

1. Log in to the CMS Enterprise Portal and set up or update your Multi-factor Authentication (MFA) device for log in
2. Update your information on your Marketplace Learning Management System (MLMS) agent/broker profile
3. Complete the Marketplace training requirement on the MLMS via the CMS Enterprise Portal or through an HHS-approved vendor
4. Read and accept the applicable Marketplace Agreement(s)
5. Print your Registration Completion Certificate
6. Confirm your registration by using the Registration Completion List (RCL)

If you need additional assistance on this topic, contact the Marketplace Service Desk at 1-855-267-1515.

Helpful Resources:

• Plan Year 2024 Health Insurance Marketplace Registration and Training for New Agents and Brokers (Webinar Slides)
• Plan Year 2024 Health Insurance Marketplace Registration and Training for Returning Agents and Brokers (Webinar Slides)