We appreciate your partnership, and as such, we provide access to a wide variety of continuing education courses for financial professionals. These courses offer CFP, CLU/ChFC, CIMA and (in most states) insurance credits.
We’ve highlighted some popular classes below, while courses on many other topics are also available.
Retirement planning
Learn tools and techniques to help your clients with retirement planning. Topics include estimating retirement income needs, sources of retirement income, taxation, qualified and non-qualified plans, and retirement plan distribution options.
Intro to gift & estate taxation
Learn about annuity taxation concepts, including estate tax calculations and strategies to minimize estate and gift taxes.
Long-term care insurance
Get a sound understanding of the growing need for long-term care insurance, the basics on how it works and some common misperceptions.
529 plans
Learn about 529 plans, including the variations in features, limits and options across states, so you can help your clients understand the role of these plans in a college savings portfolio.
Ethics for the Financial Service Professional
Explore the connection between professionalism and ethical practices, and learn the standards applied to professionals.
