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Provider: WebCE, Inc
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Deferred Income Annuities

C21109
WebCE, Inc
Credits
2.0
Content Area
Products and Practice
Topic(s)
Annuities
Financial Planning
Insurance
Credits
2.0
Format
eLearning module
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Products and Practice
Course Date
On Demand

Effective And Ethical Communication with Seniors

C26632
WebCE, Inc
Credits
3.5
Content Area
Ethics & Professional Responsibility
Topic(s)
Ethics
Insurance
Seniors, elders, or vulnerable adults
Credits
3.5
Format
eLearning module
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
On Demand

Elder Financial Abuse

C21132
WebCE, Inc
Credits
1.0
Content Area
Products and Practice
Topic(s)
General advisory
Insurance
Seniors, elders, or vulnerable adults
Credits
1.0
Format
eLearning module
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Products and Practice
Course Date
On Demand

Ethical Practices and Fiduciary Obligations

C26869
WebCE, Inc
Credits
1.0
Content Area
Ethics & Professional Responsibility
Topic(s)
Ethics
Fiduciary Duty
Professional Conduct
Credits
1.0
Format
eLearning module
Other Professional Designations
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
On Demand

Ethically Serving Seniors

C21145
WebCE, Inc
Credits
3.0
Content Area
Ethics & Professional Responsibility
Topic(s)
Ethics
Insurance
Seniors, elders, or vulnerable adults
Credits
3.0
Format
eLearning module
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
On Demand

Ethics And Seniors: Understanding The Mature Market

C80483
WebCE, Inc
Credits
2.0
Content Area
Ethics & Professional Responsibility
Topic(s)
Ethics
Professional Conduct
Seniors, elders, or vulnerable adults
Credits
2.0
Format
eLearning module
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
On Demand

Ethics For The IAR

C21147
WebCE, Inc
Credits
3.0
Content Area
Ethics & Professional Responsibility
Topic(s)
Continuing Education
Ethics
Professional Conduct
Credits
3.0
Format
eLearning module
Other Professional Designations
CFP
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
On Demand

Ethics-Fraud, Forgery, & Other Failings

C26947
WebCE, Inc
Credits
0.5
Content Area
Ethics & Professional Responsibility
Topic(s)
Ethics
Financial Crime
General advisory
Credits
0.5
Format
eLearning module
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
On Demand

Financial Exploitation and Financial Scams

C80919
WebCE, Inc
Credits
1.0
Content Area
Ethics & Professional Responsibility
Description

Detection and prevention of financial exploitation and scams are at the top of regulators' and industry professionals' minds. This course explores the financial exploitation of seniors and vulnerable adults, discussing financial scams and how to recognize and report them.

Topic(s)
Ethics
Financial Crime
Seniors, elders, or vulnerable adults
Credits
1.0
Format
eLearning module
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
On Demand

Fraud Detection

C26212
WebCE, Inc
Credits
3.5
Content Area
Ethics & Professional Responsibility
Topic(s)
Ethics
Financial Crime
Tax
Credits
3.5
Format
eLearning module
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
On Demand