DEPARTMENT OF INSURANCE
Provider Information
PR0126: College for Financial Planning
Prometric Provider Number: S10274 
Provider Type: Independent
CE Certification Date: 9/4/1991

PL Certification Date: 10/1/2002

Address: 332 Front Street Soute
Suite 501
La Crosse, WI 54601
Contact: Lisa Goyette
Telephone: 608-779-5599 EXT. 2147
Status:Active
Termination Date: N/A
View Instructors

No Pre-Licensing Courses Available, viewing Continuing Education Courses

Active Course Information
Course NumberPrometric Course NumberCourse Name
70C35079AAMS: Accredited Asset Management Specialist 2001
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 36Life and HealthClassroom - Correspondence Toward Designation10/1/2002N/A

Course NumberPrometric Course NumberCourse Name
83C92407APMA1: Accredited Portfolio Management Advisor
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 36Life and HealthCorrespondence - Self-Study1/5/2017N/A

Course NumberPrometric Course NumberCourse Name
84C92406AWMA1: Accredited Wealth Management Advisor
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 36Life and HealthCorrespondence - Self-Study1/5/2017N/A

Course NumberPrometric Course NumberCourse Name
62C35070CFP I: Financial Planning Process & Ins.(rev 2001)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 36Life and HealthClassroom - Correspondence Toward Designation10/1/2002N/A

Course NumberPrometric Course NumberCourse Name
63C35071CFP II: Investment Planning (rev 2001)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 36Life and HealthClassroom - Correspondence Toward Designation10/1/2002N/A

Course NumberPrometric Course NumberCourse Name
64C35072CFP III: Income Tax Planning (rev 2001)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 36Life and HealthClassroom - Correspondence Toward Designation10/1/2002N/A

Course NumberPrometric Course NumberCourse Name
65C35073CFP IV: Retirement Planning/Employee Benefits 2001
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 36Life and HealthClassroom - Correspondence Toward Designation10/1/2002N/A

Course NumberPrometric Course NumberCourse Name
66C35074CFP V: Estate Planning (rev 2001)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 36Life and HealthClassroom - Correspondence Toward Designation10/1/2002N/A

Course NumberPrometric Course NumberCourse Name
67C35075CMFC: Chartered Mutual Fund Counselor (rev 2001)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 36Life and HealthClassroom - Correspondence Toward Designation10/1/2002N/A

Course NumberPrometric Course NumberCourse Name
68C35076CRPC: Chartered Retirement Planning Counselor 2001
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 36Life and HealthClassroom - Correspondence Toward Designation10/1/2002N/A

Course NumberPrometric Course NumberCourse Name
61C35077CRPS: Chartered Retirement Plan Specialist (2001)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 36Life and HealthClassroom - Correspondence Toward Designation10/1/2002N/A

Course NumberPrometric Course NumberCourse Name
85C15004CSRIC-Chartered SRI Counselor
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 29Life and HealthCorrespondence - Self-Study11/15/2018N/A

Course NumberPrometric Course NumberCourse Name
69C35078FFPN - Foundations in Financial Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 36Life and HealthClassroom - Correspondence Toward Designation10/1/2002N/A

Course NumberPrometric Course NumberCourse Name
81C47228LUTCF - Risk Management Applications
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Life, Health, Property & CasualtyCorrespondence - Self-Study7/27/2015N/A

Course NumberPrometric Course NumberCourse Name
82C47213LUTCF-Introduction to Life Insurance and Practice
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6LifeCorrespondence - Self-Study7/27/2015N/A

Course NumberPrometric Course NumberCourse Name
80C55230LUTE-Insurance + Investment Products
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Life, Health, Property & CasualtyCorrespondence - Self-Study7/27/2015N/A


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