| Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
|---|
| LUTC 257 Essentials of Life Insurance Products - C52569 | Life | American College, The | 11/17/2025 | Classroom | 12 | 11/30/2026 |
| FP 99 Foundations of Financial Planning - C20892 | Life and Health | American College, The | 9/15/2025 | Correspondence | 32 | 11/30/2026 |
| Introduction To Life Insurance,3rd Edition - C26513 | Life and Health | Kaplan | 12/3/2024 | Correspondence | 5 | 11/30/2024 |
| Ethics,4th Ed - C20632 | Ethics | Kaplan | 12/2/2024 | Correspondence | 3 | 11/30/2024 |
| Long-Term Care Concepts, 5th Ed. - C94489 | Health | Kaplan | 11/22/2024 | Correspondence | 2 | 11/30/2024 |
| 2024 Advisor Symposium:Issues Of Interest-Class - C27207 | Life | New York Life Insurance Company | 11/6/2024 | Classroom | 3 | 11/30/2024 |
| Ethics for the Insurance Professional,5th Edition - C20755 | Ethics | Kaplan | 11/17/2022 | Correspondence | 3 | 11/30/2022 |
| 2022 Advisor Symposium -Classroom - C80612 | Life | New York Life Insurance Company | 11/9/2022 | Classroom | 3 | 11/30/2022 |
| HS 354 Sources of Retirement Income - C66785 | Life / Variable | American College, The | 11/1/2022 | Correspondence | 12 | 11/30/2022 |
| Annuity Suitability&Best Interest Standard:1HrTrai - C20651 | Annuity Suitability | Kaplan | 6/27/2022 | Correspondence | 1 | 11/30/2022 |
| HS 353 Retirement Income Process, Strat., & Sol. - C99375 | Life | American College, The | 11/19/2021 | Correspondence | 12 | 11/30/2022 |
| LTC and Partnership Program 4 Hr Refresher Course - C15898 | Long Term Care Partnership Act | Kaplan | 12/29/2020 | Correspondence | 4 | 11/30/2022 |