|
S11173 - A.D. Banker & Company, LLC | CONTACT: Laurie Coe PHONE: (800) 255-0408 EXT - 214 |
| Course Number - Name | Credit Hours | Instruction Type |
| C33754 - Anti-Money Laundering - Refresher | 1 | Self-Study |
| C32913 - Business Succession Planing- Webinar | 4 | Classroom |
| C32914 - Financial Planning Made Easy- Webinar | 4 | Classroom |
| C32915 - Planning for Retirement Needs-Webinar | 4 | Classroom |
| C94448 - IRA''s: Managing Uncertainty | 6 | Self-Study |
S16859 - Advantage Resource Inc. | CONTACT: Robert Ely PHONE: |
| Course Number - Name | Credit Hours | Instruction Type |
| C59297 - Prevailing Wage for the Service Provider | 2 | Classroom |
| C59247 - 401(k) and the Prevailing Wage Contractor | 2 | Classroom |
| C10266 - Prevailing Wage 401(k) Plan Design | 3 | Classroom |
S10544 - Affordable-Success-FirstChoice-ClienTell CE | CONTACT: Patti Cooley PHONE: (949) 706-9453 EXT - 105 |
| Course Number - Name | Credit Hours | Instruction Type |
| C66479 - Retirement Income Distribution | 2 | Classroom |
| C33259 - Annuity and Life Principles | 6 | Self-Study |
| C06119 - Suitability Best Practices | 12 | Self-Study |
S13111 - AHI Real Estate and Insurance Services, Inc. | CONTACT: Rocky Esposito PHONE: |
| Course Number - Name | Credit Hours | Instruction Type |
| C63653 - Understanding Annuity Plans | 15 | Self-Study |
| C68113 - Life Insurance Principles | 15 | Self-Study |
S10203 - American College, The | CONTACT: Quincy Waldron PHONE: (610) 526-1353 |
| Course Number - Name | Credit Hours | Instruction Type |
| C99375 - HS 353 Retirement Income Process, Strat., & Sol. | 12 | Self-Study |
| C06875 - GS 849 Charitable Strategies | 12 | Self-Study |
| C05201 - GS 859 - Gift Planning in a Nonprofit Context | 12 | Self-Study |
| C52569 - LUTC 257 Essentials of Life Insurance Products | 12 | Correspondence Toward Designation |
| C96469 - HS 377 Financial Planning for Special Needs | 16 | Classroom |
| C65876 - FA 271 Foundations of Estate Planning Revised | 24 | Correspondence Toward Designation |
| C58003 - HS 300 Financial Planning: Process and Environmen | 28 | Correspondence Toward Designation |
| C63864 - Foundations of Retirement Planning | 29 | Correspondence Toward Designation |
| C56477 - Techniques for Exploring Personal Markets | 31 | Correspondence Toward Designation |
| C54620 - LUTC 202 Techniques for Meeting Client Needs | 36 | Correspondence Toward Designation |
| C09135 - HS 376 Legal/Financial Issues-Spec Needs Families | 36 | Self-Study |
S12618 - Anthem Blue Cross & Blue Shield | CONTACT: Sue Sudhoff PHONE: (317) 960-3490 |
| Course Number - Name | Credit Hours | Instruction Type |
| C35853 - Broadening the Appeal of Life Insurance for Gen | 1 | Classroom |
| C03150 - Life Insurance Basics & Beyond | 2 | Classroom |
S13289 - Big I Kentucky | CONTACT: Mary Pat Hartmann PHONE: (502) 245-5432 |
| Course Number - Name | Credit Hours | Instruction Type |
| C21619 - Target Date Funds: Retirement Investment | 1 | Classroom |
| C24484 - What Happened to & They Lived Happy Ever After WEB | 2 | Webinar (Classroom) |
| C24490 - Should I do Roth IRA | 2 | Classroom |
| C11919 - The Trusted Choice Annuity Suitability Class | 4 | Self-Study |
S16737 - BlackRock, Inc. c/o RegEd, Inc. | CONTACT: Lula Melisko PHONE: |
| Course Number - Name | Credit Hours | Instruction Type |
| C97622 - Optimizing Your Clients'' Retirement Benefits | 1 | Classroom |
| C97161 - Helping to Secure Your Clients'' Retirement | 1 | Classroom |
S12018 - Broker Educational Sales and Training | CONTACT: Jessica Rodriguez PHONE: (800) 345-5669 |
| Course Number - Name | Credit Hours | Instruction Type |
| C94404 - Washington Update | 1 | Classroom |
| C94269 - It''s All About Income | 1 | Classroom |
| C18192 - Best Practices and Estate Planning Opportunitites | 1 | Classroom |
| C25311 - Washington Update:Secure 2.0 Act-Classroom | 1 | Classroom |
| C16038 - Wealth Transfer Planning (Classroom) | 1 | Classroom |
| C24289 - WealthManagementStrategies-MaximizingtheValueof529 | 1 | Classroom |
| C23693 - Social Security Optimization | 1 | Classroom |
| C13653 - Building a Generation Resilient Business-OL | 1 | Self-Study |
| C19592 - 401(k) Primer I | 1 | Classroom |
| C22026 - Life Insurance and Annuity Planning | 1 | Classroom |
| C19607 - Suitability of Annuities I | 1 | Classroom |
| C19604 - Planning with Social Security I | 1 | Classroom |
| C93361 - Maximizing the Value of 529 Plans to the Clients | 1 | Classroom |
| C05836 - Planning for Health Care in Retirement | 1 | Classroom |
| C19600 - IRA Planning I | 1 | Classroom |
| C36955 - The Advisors Guide To Social Security Benefits | 8 | Self-Study |
| C92602 - The Advisors Guide to Annuities and Ethical Practi | 9 | Self-Study |
| C13359 - Life Insurance Planning Strategies | 12 | Self-Study |
| C20669 - Small Business Retirement Plans & EthicalPractices | 12 | Self-Study |
| C65706 - The Advisor''s Guide to Social Insurance Programs | 12 | Self-Study |
| C56849 - The Advisors Guide To Retirement Planning | 12 | Self-Study |
| C80515 - Retirement Resource Guide 2022 | 12 | Self-Study |
| C94669 - CERTIFIED PLAN FIDUCIARY ADVISER | 14 | Self-Study |
| C94002 - Guide to Retirement Planning Strategies | 14 | Self-Study |
| C55644 - Fundamentals of Estate Planning | 15 | Self-Study |
S12405 - CEU.com | CONTACT: Wendy Lauser PHONE: (610) 251-2767 |
| Course Number - Name | Credit Hours | Instruction Type |
| C34301 - Life Underwriting | 2 | Self-Study |
| C60692 - Retirement Planning | 3 | Self-Study |
| C65998 - Annuities and Retirement Planning | 11 | Self-Study |
S12534 - Children's Hospital Medical Center | CONTACT: Cindi Rothert PHONE: (513) 636-5683 |
| Course Number - Name | Credit Hours | Instruction Type |
| C26132 - Creative Charitable Planning w/Non-Conventional-Cl | 2 | Classroom |
S12488 - Cincinnati Insurance Board | CONTACT: Chris Kendall PHONE: (513) 533-1200 |
| Course Number - Name | Credit Hours | Instruction Type |
| C28013 - Life Ins - Matching the Policy toThe Client | 3 | Classroom |
S12128 - Commonwealth Schools of Insurance, Inc. | CONTACT: Jim Davis PHONE: (502) 425-5987 |
| Course Number - Name | Credit Hours | Instruction Type |
| C04764 - Life Insurance Policy Comparisons | 6 | Self-Study |
| C44576 - 401(k)and Other Qualified Retirement Plans | 6 | Self-Study |
S11293 - Consolidated Educational Services, Inc. | CONTACT: Jennifer Festa PHONE: |
| Course Number - Name | Credit Hours | Instruction Type |
| C23002 - Social Security: To Delay or Not To Delay? (Webina | 1 | Webinar (Classroom) |
| C15984 - LTC Insurance & Longevity Planning Solutions(Web) | 1 | Classroom |
| C23349 - Private Financing The Planning Strategy for Our Ti | 1 | Classroom |
| C23113 - The Ups&Downs of Life Ins.Planning in 2022-Webinar | 1 | Webinar (Classroom) |
| C23003 - Charitable Trust Planning Techn Using Life Ins(Web | 1 | Webinar (Classroom) |
| C23776 - Retirement Planning and Life Insurance(Webinar) | 1 | Webinar (Classroom) |
| C21901 - Charitable Trusts:Planning Techniques Using Life | 1 | Classroom |
| C24439 - Buy-Sell Planning: Back to the Basics | 1 | Classroom |
| C24531 - LongTermCareIns.&LongevityPlanningSolutionsSeminar | 1 | Classroom |
| C94836 - SOCIAL SECURITY: TO DELAY OR NOT TO DELAY | 1 | Classroom |
| C14222 - Retirement Planning and Life Insurance | 1 | Classroom |
| C23042 - Life Ins Needs: Analysis Helping Your Clients Make | 1 | Classroom |
S17236 - Delaware Life Marketing, LLC | CONTACT: Brandi Brown PHONE: |
| Course Number - Name | Credit Hours | Instruction Type |
| C19627 - Hidden Tax Traps | 1 | Classroom |
| C26646 - Three Ts:Tax Deferral,Tax Efficiency,and TCJA-Clas | 1 | Classroom |
| C26647 - Three Ts:Tax Deferral,Tax Efficiency,and TCJA-Web | 1 | Webinar (Classroom) |
| C23930 - Hidden Tax Traps | 1 | Webinar (Classroom) |
S15602 - Ed Slott and Company | CONTACT: Deirdre Patten PHONE: |
| Course Number - Name | Credit Hours | Instruction Type |
| C23236 - Ed Slott and Company''s Virtual 2 day IRA Workshop | 12 | Classroom |
| C18802 - Ed Slott Co''s 2-Day IRA Workshop | 12 | Classroom |
S15352 - ExamFX Inc | CONTACT: Simone Slaughter PHONE: (913) 721-5616 |
| Course Number - Name | Credit Hours | Instruction Type |
| C98189 - Variable Life & Annuities:Understanding Investment | 5 | Self-Study |
| C98187 - Life Insurance Policy Types and Suitability | 6 | Self-Study |
S11930 - Executive Insurance Agency, Inc. | CONTACT: Nathan Flacker PHONE: (330) 576-1234 |
| Course Number - Name | Credit Hours | Instruction Type |
| C26153 - 2023TheLatestinLegislation5FinancialPlanningChange | 1 | Classroom |
| C26154 - 2023 The Life Product Review Live from Orlando | 1 | Classroom |
| C26151 - 2023:FinancialPlanning:HowPlansChangeOveraClient | 1 | Classroom |
| C26149 - 2023 Address to Memebers Past Present and Future | 1 | Classroom |
| C26155 - 2023ViewfromtheTopLifeInsuranceCarrierExecutivePan | 1 | Classroom |
| C26152 - 2023InsuranceLLCsTheSuccessofSuccessionPlanning | 1 | Classroom |
| C26150 - 2023 Compliance Update | 1 | Classroom |
S12626 - FPA of Greater Cincinnati | CONTACT: Jessi Konnagan PHONE: |
| Course Number - Name | Credit Hours | Instruction Type |
| C17701 - Economic and market outlook | 1 | Classroom |
S17308 - Hope Portal Services, Inc.dba Hope Trust | CONTACT: Debbie Niemann PHONE: |
| Course Number - Name | Credit Hours | Instruction Type |
| C18563 - An Interdisciplinary Approach to Specials Needs | 6 | Self-Study |
S10082 - Institute of Business and Finance | CONTACT: Francine Darling PHONE: (858) 866-1701 |
| Course Number - Name | Credit Hours | Instruction Type |
| C03688 - Certified Tax Specialist | 24 | Correspondence Toward Designation |
| C18578 - Certified Estate: Trust Specialist | 24 | Self-Study |
| C03357 - Certified Funds Specialist | 32 | Self-Study |
S16681 - Insurance Career Training, Inc | CONTACT: Todd Eschmann PHONE: |
| Course Number - Name | Credit Hours | Instruction Type |
| C10715 - Long Term Care | 4 | Classroom |
| C10734 - Understanding Long-Term Care Insurance | 5 | Classroom |
| C10684 - FUNDAMENTALS OF LTC INSURANCE (WEBINAR) | 8 | Classroom |
S13051 - InsuranceStudy.com | CONTACT: Andrea Waelder PHONE: (866) 339-3900 |
| Course Number - Name | Credit Hours | Instruction Type |
| C09327 - Introduction to Life Insurance | 1 | Self-Study |
| C26716 - What is IRMAA Webinar | 1 | Webinar (Classroom) |
| C09495 - Employer Sponsored Retirement Plans | 4 | Self-Study |
S10199 - Kaplan | CONTACT: Lisa Goyette PHONE: (608) 779-5599 EXT - 2258 |
| Course Number - Name | Credit Hours | Instruction Type |
| C79124 - Dist. Planning: Required Dist., 2nd Ed | 2 | Self-Study |
| C22466 - Annuity Essentials and FINRA Rule 2330 | 2 | Self-Study |
| C16246 - Retirement Income Strategies 3rd Edition | 2 | Self-Study |
| C93362 - Suitability for Traditional Life and UL Ins,2nd Ed | 2 | Self-Study |
| C93514 - Financial Exploitation of Seniors& Annuity Suit | 2 | Self-Study |
| C94515 - Section 529 Plans, 3rd Ed. | 3 | Self-Study |
| C94749 - Know Your Customer & Variable Annuities FINRA2330 | 3 | Self-Study |
| C05505 - AML Best Practices for the Life Ins Ind - 2nd Ed | 3 | Self-Study |
| C61843 - Annuities for Today's Investor | 5 | Self-Study |
| C79099 - 401(k) Plans, 6th Edition | 5 | Self-Study |
| C37308 - Understanding 1035 Exchanges (self-study) | 6 | Self-Study |
| C14397 - Understanding IRA''s, 5th Edition | 6 | Self-Study |
| C15802 - LIFE INS POLICY COMPARISON & UNDERWRITING 3RD ED | 10 | Self-Study |
| C99220 - FIC Basic Part A Intro to Life Ins 2nd Ed 3rd Rev | 10 | Self-Study |
| C93927 - Life Concepts, 19th Ed. | 11 | Self-Study |
| C22570 - FICF Grad III-Fin Products Products Training 8th E | 12 | Self-Study |
S12041 - Kentucky Farm Bureau Mutual Insurance Company | CONTACT: Samantha Polin PHONE: (502) 495-5000 EXT - 7885 |
| Course Number - Name | Credit Hours | Instruction Type |
| C58265 - Life Product Ed | 4 | Classroom |
| C57332 - Business Insurance School | 7 | Classroom |
S13021 - Life Insurance Settlement Center for Education | CONTACT: Alan Buerger PHONE: (877) 836-8300 EXT - 1184 |
| Course Number - Name | Credit Hours | Instruction Type |
| C66920 - Secondary Market: Market Today | 1 | Classroom |
| C32844 - The Secondary Market for Life Ins: Current Trends | 1 | Classroom |
| C04109 - Current Trends, New Applications | 1 | Classroom |
S12490 - Morton Barber Learning Center | CONTACT: John C Barber PHONE: (614) 885-2800 |
| Course Number - Name | Credit Hours | Instruction Type |
| C63855 - Roth IRA | 1 | Classroom |
| C93797 - Estate Planning Concepts exam | 20 | Self-Study |
S10698 - National Alliance, The | CONTACT: Veena Hosur PHONE: (800) 633-2165 EXT - 3309 |
| Course Number - Name | Credit Hours | Instruction Type |
| C97055 - Life Insurance | 4 | Self-Study |
S10060 - National Underwriter Company, The | CONTACT: Joyce Coots PHONE: (859) 692-2263 |
| Course Number - Name | Credit Hours | Instruction Type |
| C37065 - Underwriting and Pricing Group Insurance | 1 | Classroom |
| C29673 - Advanced Topics in Social Security | 3 | Self-Study |
| C29672 - Introduction to Social Security | 3 | Self-Study |
| C03988 - Equity Indexed Annuities Explained | 4 | Self-Study |
| C63787 - Life Insurance Planning | 6 | Self-Study |
| C93893 - BECOMING A CERTIFIED FINANCIAL FIDUCIARY | 6 | Classroom |
| C33479 - Estate Planning | 7 | Self-Study |
| C46585 - Introduction to Financial Planning for Seniors | 12 | Self-Study |
S10926 - Noble Continuing Education | CONTACT: Ismael Nieva PHONE: (800) 275-2589 |
| Course Number - Name | Credit Hours | Instruction Type |
| C09766 - Pension Planning | 9 | Self-Study |
| C09756 - Life Insurance Toolbook | 10 | Self-Study |
| C09763 - Guide to Retirement Planning | 11 | Self-Study |
| C09760 - Complete Book of Trusts | 12 | Self-Study |
S17350 - Pass Perfect, LLC | CONTACT: Lisa Stafford PHONE: |
| Course Number - Name | Credit Hours | Instruction Type |
| C25731 - DesigningQualifiedPlansToMeetEmployerObjective | 2 | Self-Study |
| C25810 - Tax-Sheltered Annuity Plans | 3 | Self-Study |
| C25789 - Individual Retirement Accounts | 4 | Self-Study |
| C25025 - Life Insurance Essentials | 4 | Self-Study |
| C25019 - Hedge Funds Basics | 7 | Self-Study |
| C25010 - Business Life Insurance | 9 | Self-Study |
| C25012 - College...Planning and Paying for it | 12 | Self-Study |
| C25030 - Retirement...IRAs | 12 | Self-Study |
S10221 - Professional Liability Underwriting Society (PLUS) | CONTACT: Cathy Haukom PHONE: (952) 746-2580 |
| Course Number - Name | Credit Hours | Instruction Type |
| C25609 - SexAbuse&MolestationClaims:SettledWatersorRockyWEB | 1 | Webinar (Classroom) |
S12211 - Professional Training Institution, Inc. | CONTACT: Deanne Burden PHONE: (800) 293-0784 EXT - 302 |
| Course Number - Name | Credit Hours | Instruction Type |
| C23207 - life Insurance Needs | 3 | Classroom |
| C23203 - Estate Planning And Insurance Needs | 3 | Classroom |
| C92994 - Understanding the Retirement Puzzle | 4 | Classroom |
| C04264 - How Much Life Insurance? | 4 | Classroom |
S10578 - Quest Continuing Education Solutions | CONTACT: Adam Krenke PHONE: (877) 593-3366 EXT - 120 |
| Course Number - Name | Credit Hours | Instruction Type |
| C68144 - Understanding Worksite Benefits | 1 | Classroom |
| C22301 - Social Security: Maximizing Your Clients Benefits | 1 | Classroom |
| C24375 - How to Shift Financial Uncertainty-Wellness(Web) | 1 | Classroom |
| C15798 - Redesigning The Emplyee Exp Transformed World Web | 1 | Classroom |
| C15747 - Redesigning The Employee Experience Transformed Wd | 1 | Classroom |
| C22682 - IRA Insights for Retirement | 1 | Classroom |
| C21283 - Life Insurance 101 | 1 | Classroom |
| C22911 - Plan Design Essentials(Webinar) | 1 | Webinar (Classroom) |
| C27600 - Undersatnding Worksite Benefits (Webinar) | 1 | Classroom |
| C21448 - DALBAR Quantitative Analysis of Variable Annuity.. | 1 | Classroom |
| C12034 - Client Attitudes&Wealth Transfer Women&Children1st | 1 | Classroom |
| C94880 - Social Security & Medicare:Everything You Didn''t.. | 1 | Classroom |
| C68642 - Life Settlements | 1 | Self-Study |
| C01543 - Anti-Money Laundering Regs & New Red Flag Req''s | 1 | Self-Study |
| C95185 - Plan Design Essentials | 1 | Classroom |
| C37190 - Anti-Money Laundering for Agents and Representativ | 1 | Self-Study |
| C40498 - Anti-Money Laundering: Customer Identification Pro | 1 | Self-Study |
| C20844 - Variable Index Annuities | 1 | Self-Study |
| C94805 - Anti-Money Laundering Beneficial Ownership | 1 | Self-Study |
| C19423 - LIVING BENEFIT RIDERS | 1 | Self-Study |
| C17815 - Guide to th Markets, Stategy for all Cycles | 1 | Classroom |
| C19409 - Building Ideal Relationships with Women Clients | 1 | Classroom |
| C60869 - Principles of Asset Allocation | 3 | Self-Study |
| C63121 - Income Plng for Heirs: Annuity Contract Structure | 3 | Self-Study |
| C64088 - Income Planning for Retirement | 3 | Self-Study |
| C63325 - Equity Indexed Annuities-SS | 3 | Self-Study |
| C15800 - 401 (K)s and Qualified Plans | 4 | Self-Study |
| C64681 - Variable Universal Life II | 4 | Self-Study |
| C11100 - Planning for Senior Needs | 5 | Self-Study |
| C44491 - Variable Universal Life I | 5 | Self-Study |
| C07622 - Retirement Planning & Annuities | 8 | Self-Study |
| C00853 - Life Insurance Today | 12 | Self-Study |
| C67926 - Understanding IRAs | 12 | Self-Study |
| C52027 - Annuities Essentials | 15 | Self-Study |
S11122 - RegEd, Inc. | CONTACT: Brandi Brown PHONE: (919) 653-5256 EXT - 5256 |
| Course Number - Name | Credit Hours | Instruction Type |
| C63260 - College Savings Planning for Your Child's Future | 1 | Self-Study |
| C63059 - Income Taxation of Life Insurance | 2 | Self-Study |
| C01462 - Estate Plnng for Generations; Baby Boomers/Gen X | 2 | Self-Study |
| C53435 - Adv Concepts in Anti-Money Laundering Comp | 3 | Self-Study |
| C37680 - Replacements, 1035 Exchanges, & Mut Fund Switches | 3 | Self-Study |
| C06437 - Meeting Financial Serv Needs Military Personnel | 3 | Self-Study |
| C97654 - Life Insurance Provisions | 3 | Self-Study |
| C07158 - Helping Individuals Save for Retirement | 3 | Self-Study |
| C04525 - Life Insurance & the Peace of Mind it Offers | 3 | Self-Study |
| C06073 - Fixed Annuities | 3 | Self-Study |
| C04526 - Understanding Life Insurance Contract Riders | 4 | Self-Study |
| C06993 - Retirement Solutions | 4 | Self-Study |
| C99696 - Overview of Retirement Planning | 4 | Self-Study |
| C63171 - Selling & Exchanging Annuities:Look at Suitability | 4 | Self-Study |
| C67933 - A Look At Advanced Variable Annuities | 4 | Self-Study |
| C08721 - Legacy Planning | 5 | Self-Study |
| C17141 - Estate Planning: Worth Another Look | 5 | Self-Study |
| C63300 - Retirement Planning for Seniors:Helping Our Client | 7 | Self-Study |
| C53500 - Non-Qualified Deferred Compensation | 8 | Self-Study |
| C00804 - Financial Planning Principles & Processes | 9 | Self-Study |
S14341 - Society of Financial Service Professionals (Lexington, KY) | CONTACT: Bill Cox PHONE: (859) 224-4474 |
| Course Number - Name | Credit Hours | Instruction Type |
| C23570 - Fiduciary Regulation-Then and Now (Classroom) | 1 | Classroom |
| C19728 - Understanding Social Security Choices to Better Advise Clients | 1 | Classroom |
| C25301 - ProbateCourt:InformationEveryPlannerShouldKnow-Cla | 1 | Classroom |
| C26085 - SuccessionPlanning&SellingCloselyHeldBusiness | 1 | Classroom |
| C25575 - A World Of Possibilities With 529 Plans-Classroom | 1 | Classroom |
| C25535 - Fiduciary Update 2023 & Secure Act 2.0 | 1 | Classroom |
| C26539 - Elder Care Planning-Classroom | 1 | Classroom |
| C80685 - Tax-Efficient Retirement Planning Webinar | 1 | Webinar (Classroom) |
| C24443 - Strategies to Improve Business Value | 1 | Classroom |
| C26306 - Secure 2.0 Retirement Plan Updates-Classroom | 1 | Classroom |
| C25577 - Behavioral Guidance During Market Volatility-Class | 1 | Classroom |
S11478 - United Insurance Educators, Inc. | CONTACT: Cassandra Jenkins PHONE: |
| Course Number - Name | Credit Hours | Instruction Type |
| C17610 - UIECE Medicare, Insurance and Health Care | 12 | Self-Study |
| C25918 - UIECE Life&Viatical Settlements 2nd Edition | 21 | Self-Study |
S12712 - WebCE, Inc | CONTACT: Don Shipp PHONE: (877) 488-9308 |
| Course Number - Name | Credit Hours | Instruction Type |
| C65864 - Personal Life Insurance Planning | 3 | Self-Study |
| C43057 - Insurance for Estate Planning | 4 | Self-Study |
| C20530 - 401(k) Plans | 5 | Self-Study |
| C22955 - Estate Planning Techn. for Small Business Owners | 5 | Self-Study |
| C14802 - Life Insurance Underwriting | 5 | Self-Study |
| C97348 - Irrevocable Life Insurance Trusts | 6 | Self-Study |
| C61324 - Annuities: Definitions, Suitability & Riders | 6 | Self-Study |
| C64680 - Universal Life Insurance | 6 | Self-Study |
| C09232 - Taxation of Life Insurance and Annuities | 8 | Self-Study |
| C01753 - Guaranteed Living Benefits For Variable Annuities | 8 | Self-Study |
| C61763 - Retirement Planning Strategies | 8 | Self-Study |
| C43825 - Principles of Wealth Management | 8 | Self-Study |
| C13231 - Fixed Annuities | 8 | Self-Study |
| C59842 - Introduction to Life Insurance | 9 | Self-Study |
| C60295 - Life Insurance Policies | 9 | Self-Study |
| C05220 - Life Ins Ownership & Beneficiary Designations | 9 | Self-Study |
| C62068 - Life Insurance Strategies for Small Businesses | 12 | Self-Study |
| C07200 - Distribution Planning | 12 | Self-Study |