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Course Date
11 - 16 of 16

Small Business Retirement Pland and Ethical Practices

C25279
Credits
6.0
Content Area
Products and Practice
Description

Small businesses constitute an essential element of the U.S. economy. Approximately 30 million small businesses operate in the United States, making up most employer firms in the country. Collectively, these small businesses employ nearly 80 million workers or approximately half of all private sector employees. This course is designed to review and clarify the diverse business structures and the benefit plans available to each.

Topic(s)
Continuing Education
Insurance
Credits
6.0
Format
Text-Only
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Products and Practice
Course Date
On Demand

Small Business Retirement Pland and Ethical Practices

C25280
Credits
6.0
Content Area
Ethics & Professional Responsibility
Description

Small businesses constitute an essential element of the U.S. economy. Approximately 30 million small businesses operate in the United States, making up most employer firms in the country. Collectively, these small businesses employ nearly 80 million workers or approximately half of all private sector employees. This course is designed to review and clarify the diverse business structures and the benefit plans available to each.

Topic(s)
Ethics
Credits
6.0
Format
Text-Only
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
On Demand

The Advisor's Guide to IRAs

C24922
Credits
6.0
Content Area
Products and Practice
Description

This is a continuing education course that covers all aspects of Individual Retirement Accounts. The course is designed to help the financial advisor or insurance professional benefit the client with more in-depth information concerning the history and specific types of IRAs; investing; protections; estate planning; and education.

Topic(s)
Continuing Education
Investment Planning
Credits
6.0
Format
Text-Only
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Products and Practice
Course Date
On Demand

The Advisor's Guide to Social Insurance Programs

C24923
Credits
6.0
Content Area
Products and Practice
Description

The Advisor's Guide to Social Insurance Programs is an educational tool to help advisors through the maze of programs, rules and regulations that affect many if not all their aging Baby Boomer clients, their spouses, and dependents. The course is broken down into three sections to give the advisor an understanding of the various benefits of the Social Security, Medicare, and Medicaid programs.

Topic(s)
Continuing Education
Insurance
Credits
6.0
Format
Text-Only
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Products and Practice
Course Date
On Demand

Thee Advisors Guide to Annuities and Ethical Practices

C25990
Credits
6.0
Content Area
Products and Practice
Description

This course has been developed to give financial and insurance professionals a complete guide to understanding annuities, annuity tax laws and contract structure

Topic(s)
Continuing Education
Insurance
Credits
6.0
Format
Text-Only
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Products and Practice
Course Date
On Demand

Thee Advisors Guide to Annuities and Ethical Practices - Ethics

C25991
Credits
6.0
Content Area
Ethics & Professional Responsibility
Description

This course has been developed to give financial and insurance professionals a complete guide to understanding annuities, annuity tax laws and contract structure, and their suitability ethicalmarketing practices and Senior Fraud

Topic(s)
Ethics
Credits
6.0
Format
Text-Only
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
On Demand