Course Number | Prometric Course Number | Course Name |
146 | C25575 | A World Of Possibilities With 529 Plans-Classroom |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 4/16/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
147 | C25577 | Behavioral Guidance During Market Volatility-Class |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 4/16/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
141 | C24724 | Conversation Every Family Should Have -Classroom |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 10/12/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
148 | C25573 | Conversations That Light The Way-Classroom |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 4/16/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
138 | C80265 | Conversations That Light the Way-Classroom |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 3/30/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
152 | C26539 | Elder Care Planning-Classroom |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 1/16/2024 | N/A |
|
Course Number | Prometric Course Number | Course Name |
137 | C23570 | Fiduciary Regulation-Then and Now (Classroom) |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 3/29/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
154 | C26757 | Fiduciary Update & Guide To DOL-Classroom |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | General Insurance Principles | Classroom | 3/12/2024 | N/A |
|
Course Number | Prometric Course Number | Course Name |
145 | C25535 | Fiduciary Update 2023 & Secure Act 2.0 |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 3/25/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
139 | C80336 | Longevity Conundrum to Retirement-Classroom |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 6/2/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
150 | C26246 | Making Retirement More Efficient-Classroom |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Annuities and Securities | Classroom | 10/10/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
156 | C27099 | Maximizing Wealth-Webinar |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom - Webinar (Classroom) | 6/10/2024 | N/A |
|
Course Number | Prometric Course Number | Course Name |
155 | C26924 | Medicare And Financial Planning-Classroom |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 5/14/2024 | N/A |
|
Course Number | Prometric Course Number | Course Name |
144 | C25301 | ProbateCourt:InformationEveryPlannerShouldKnow-Cla |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 2/18/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
151 | C26306 | Secure 2.0 Retirement Plan Updates-Classroom |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 10/26/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
153 | C26541 | Situational Social Security-Classroom |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 1/16/2024 | N/A |
|
Course Number | Prometric Course Number | Course Name |
143 | C25147 | Social Security Review & Update -Classroom |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 1/11/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
140 | C24443 | Strategies to Improve Business Value |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 9/5/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
149 | C26085 | SuccessionPlanning&SellingCloselyHeldBusiness |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 8/22/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
142 | C80685 | Tax-Efficient Retirement Planning Webinar |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom - Webinar (Classroom) | 10/12/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
134 | C19728 | Understanding Social Security Choices to Better Advise Clients |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 10/7/2021 | N/A |
|