Course Catalog

To order, click on the course title below. After you have clicked on the title you will be given a course description. If you would also like state insurance CE credit, choose your state from the Optional INS CE area provided to the right of the course description.

Choose A Course

CourseHoursPrice
Annuities: Definitions, Suitability and Riders 9.0$15.00
Anti-Money Laundering for the Insurance Industry 4.0$7.00
CFP® Code of Ethics and Rules of Conduct Meets CFP Board's Code of Ethics and/or Practice Standards Requirement2.0$15.00
CFP® Financial Planning Practice Standards Meets CFP Board's Code of Ethics and/or Practice Standards Requirement2.0$15.00
Distribution Planning new!
8.0$15.00
Effective and Ethical Communication with Seniors 9.0$15.00
Equity Indexed Annuities 10.0$15.00
Ethical Practice Standards for Today's Producer 4.0$15.00
Ethics for Producers: Cases and Comments 3.0$15.00
Ethics for the Insurance Services Practitioner 6.0$15.00
Financial Planning with Insurance 9.0$15.00
Guaranteed Living Benefits for Variable Annuities 6.0$15.00
Health Savings Accounts 2.0$15.00
Hybrid Long-Term Care Insurance Products new!
6.0$15.00
Individual Retirement Accounts 8.0$15.00
Insurance for Estate Planning 6.0$15.00
Introduction to Indexed Products 5.0$15.00
Life Insurance for Businesses 9.0$15.00
Life Insurance Ownership and Beneficiary Designations 8.0$15.00
Living Trusts and Avoiding Probate 5.0$15.00
Long-Term Care 4-Hour Training IMPORTANT! If you want both CFP credit and state LTCP training accreditation, you must order Insurance CE at time of purchase4.0$15.00
Long-Term Care Fundamentals 10.0$15.00
Long-Term Care Needs and Solutions, A Producer's Guide 3.0$15.00
Long-Term Care: Programs, Policies, and Partnerships IMPORTANT! If you want both CFP credit and state LTCP training accreditation, you must order Insurance CE at time of purchase8.0$15.00
Maximizing Integrity in Decisions with Seniors 9.0$15.00
Medicare Advantage and Medicare Part D 3.0$15.00
Medicare, Medicaid and Medicare Supplements 10.0$15.00
Mutual Funds 5.0$15.00
Personal Life Insurance Planning 6.0$15.00
Principles of Wealth Management 8.0$15.00
Retirement Planning Strategies 9.0$15.00
Section 1035 Exchanges 5.0$15.00
Senior Market Sales Ethics 5.0$15.00
Senior Needs Planning 11.0$15.00
Variable Annuities 7.0$15.00
CFP Provider Number: 2257