Course Number | Prometric Course Number | Course Name |
83 | C28008 | 10 Roth Strategies to Hedge Risk of Higher Taxes |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 2/16/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
82 | C28007 | 10Roth Strategies to Hedge Rish of Higher Taxes(W) |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 2/16/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
97 | C25345 | ActionableTaxPlanningStrategiesCurrentLandscape-Cl |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | General Insurance Principles | Classroom | 3/2/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
96 | C25346 | ActionableTaxPlanningStrategiesCurrentLandscape-We |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | General Insurance Principles | Classroom - Webinar (Classroom) | 3/2/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
86 | C12732 | Actnbl Tax Plng Strategies For The Crnt Landscape |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 4/15/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
85 | C12715 | Actnbl TaxPlng StrategiesForThe Crnt Landscape-Web |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 4/15/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
80 | C23822 | Asset Protection: Strategies to Help Clients Safeg |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 10/2/2020 | N/A |
|
Course Number | Prometric Course Number | Course Name |
64 | C01466 | Asset Protections: Strategies to Help Clients... |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 2/10/2009 | N/A |
|
Course Number | Prometric Course Number | Course Name |
79 | C23823 | Building a Successful Retirement |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom - Webinar (Classroom) | 10/2/2020 | N/A |
|
Course Number | Prometric Course Number | Course Name |
56 | C56039 | Building a Successful Retirement |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 10/12/2004 | N/A |
|
Course Number | Prometric Course Number | Course Name |
65 | C01924 | Developing a Tax Smart Retirement Income Strat |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 3/17/2009 | N/A |
|
Course Number | Prometric Course Number | Course Name |
87 | C15152 | Developing aTaxSmartRetirement Income Strategy Web |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom - Webinar (Classroom) | 6/8/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
94 | C80159 | Distribution Planning After the Secure Act(Webinar |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | General Insurance Principles | Classroom - Webinar (Classroom) | 5/5/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
92 | C80155 | Distribution Planning After the Secure Act-Class |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | General Insurance Principles | Classroom | 5/5/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
72 | C36682 | Intergenerational Wealth Transfer |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 3/3/2015 | N/A |
|
Course Number | Prometric Course Number | Course Name |
89 | C15121 | Intergenerational Wealth Transfer Webinar |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom - Webinar (Classroom) | 6/8/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
95 | C80164 | Navigating The Road to College(Classroom) |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | General Insurance Principles | Classroom | 5/5/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
93 | C80163 | Navigating The Road to College(Webinar) |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | General Insurance Principles | Classroom - Webinar (Classroom) | 5/5/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
84 | C10154 | Planning Considerations for Non-traditional HouseH |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | General Insurance Principles | Classroom - Webinar (Classroom) | 2/22/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
68 | C10816 | Planning Considerations-Non-Traditional Households |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 2/20/2013 | N/A |
|
Course Number | Prometric Course Number | Course Name |
73 | C61288 | Planning for Healthcare in Retirement |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Health | Classroom | 2/17/2016 | N/A |
|
Course Number | Prometric Course Number | Course Name |
90 | C15122 | Planning for Healthcare in Retirement Webinar |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom - Webinar (Classroom) | 6/8/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
88 | C15124 | Succession Planning For Closely Held Businesses(we |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom - Webinar (Classroom) | 6/8/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
76 | C19871 | Sucession Planning for Closely-held Businesses |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 6/19/2019 | N/A |
|
Course Number | Prometric Course Number | Course Name |
81 | C24460 | Understanding the SECURE Act and Implications ... |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 11/4/2020 | N/A |
|
Course Number | Prometric Course Number | Course Name |
77 | C21928 | Understanding the Secure Act&Implications on Plann |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 3/11/2020 | N/A |
|
Course Number | Prometric Course Number | Course Name |
63 | C65806 | Wealth Management Strategies - 1 hr |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 1/10/2007 | N/A |
|