COURSES

PROVIDING CONTINUING EDUCATION TO THE NATIONS FINANCIAL SERVICE PROFESSIONALS

COURSES

PROVIDING CONTINUING EDUCATION TO THE NATIONS FINANCIAL SERVICE PROFESSIONALS

OUR MULTI-STATE SUPER CE OFFERINGS

ANNUITIES & LIFE INSURANCE - WHAT YOU NEED TO KNOW

SUPER CE COURSE

16-HOURS SELF-STUDY DOWNLOAD

AVAILABLE IN

ALABAMA, CONNECTICUT, DELAWARE, D.C., FLORIDA, MAINE, MASSACHUSETTS, NEW HAMPSHIRE, NORTH CAROLINA, PENNSYLVANIA, TENNESSEE, TEXAS 8 HOURS, VERMONT, VIRGINIA

UNDERSTANDING ESTATE PLANNING - AN IN-DEPTH REVIEW

SUPER CE COURSE

16-HOURS STELF STUDY DOWNLOAD

AVAILABLE IN

FLORIDA, GEORGIA, LOUISIANA, MICHIGAN, MISSISSIPPI, NORTH CAROLINA, SOUTH DAKOTA, SOUTH CAROLINA,
VIRGINIA

CFP® and INVESTMENTS & WEALTH INSTITUTE CE HOURS

Our CE Programs, including Understanding Estate Planning & Annuities and Life Insurance, have been approved by the CFP® Board and the Investments & Wealth Institute for CIMA and CPWA Credits. We always strive to provide the maximum allowable CFP® and CIMA/CPWA credits. However, please note that the CFP® board may set a different maximum number of credit hours for the same course as compared to state CE credits. Therefore, it is important to carefully review the credit hours when selecting a course.

OUR FLORIDA CE COURSES

FLORIDA 4-HOUR LAW AND ETHICS-REQUIRED

SELF-STUDY DOWNLOAD

4-HOURS

AVAILABLE IN

FLORIDA

ADVANCED BUSINESS SUCCESSION PLANNING - ONLINE

2-HOURS

AVAILABLE IN

FLORIDA

LONG-TERM CARE REFRESHER

ONLINE

4-HOURS

AVAILABLE IN

FLORIDA

SATISFIES CARRIER

LTC TRAINING

FLORIDA-ANNUITY BEST INTEREST STANDARD

SELF-STUDY DOWNLOAD

4-HOURS

AVAILABLE IN

FLORIDA

SATISFIES CARRIER

ANNUITY TRAINING

Contact

Phone

(954)439-4220

Email

[email protected]

Address

20423 State Rd 7, Suite F6–146 

Boca Raton, FL 33498