Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
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Maximizing Wealth-Webinar - C27099 | Life | Society of Financial Service Professionals (Lexington, KY) | 6/11/2024 | Classroom | 1 | 4/30/2025 |
Long_Term Care Hybrid Products & Partnership 4Hour - C20065 | Long Term Care Partnership Act | Kaplan | 3/10/2024 | Correspondence | 4 | 4/30/2025 |
Ethical Practices, 3rd Edition - C21630 | Ethics | Kaplan | 12/27/2023 | Correspondence | 3 | 4/30/2025 |
ProbateCourt:InformationEveryPlannerShouldKnow-Cla - C25301 | Life | Society of Financial Service Professionals (Lexington, KY) | 2/18/2023 | Classroom | 1 | 4/30/2023 |
Strategies to Improve Business Value - C24443 | Life | Society of Financial Service Professionals (Lexington, KY) | 9/6/2022 | Classroom | 1 | 4/30/2023 |
Longevity Conundrum to Retirement-Classroom - C80336 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 6/14/2022 | Classroom | 1 | 4/30/2023 |
Annuity Suitability&Best Interest Standard:1HrTrai - C20651 | Annuity Suitability | Kaplan | 6/10/2022 | Correspondence | 1 | 4/30/2023 |
Small Business Retirement Plans & EthicalPractices - C20669 | Life | Broker Educational Sales and Training | 5/17/2022 | Correspondence | 12 | 4/30/2023 |
Small BusinessRetirementPlansEthicPracticeETHICS - C20671 | Ethics | Broker Educational Sales and Training | 5/17/2022 | Correspondence | 4 | 4/30/2023 |
Annuity Suitability - Best Interest II - C20118 | Annuity Suitability | Commonwealth Schools of Insurance, Inc. | 4/28/2022 | Correspondence | 1 | 4/30/2023 |
Ethical Issues - Part I - C98461 | Ethics | Commonwealth Schools of Insurance, Inc. | 4/28/2022 | Correspondence | 3 | 4/30/2023 |
2021 Advisor Symposium Webinar - C17204 | Life | New York Life Insurance Company | 11/9/2021 | Classroom | 3 | 4/30/2023 |
Changing the Retirement Planning Mold Webinar - C11488 | Life and Health | InsuranceStudy.com | 4/27/2021 | Classroom | 3 | 4/30/2021 |
Getting to Know Medicare - C10783 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 3/9/2021 | Classroom | 1 | 4/30/2021 |
Fiduciary Regulation in 2021 and Beyond - C10128 | Life | Society of Financial Service Professionals (Lexington, KY) | 2/9/2021 | Classroom | 1 | 4/30/2021 |
Making Retirement more Efficient - C24526 | Life | Society of Financial Service Professionals (Lexington, KY) | 11/17/2020 | Classroom | 1 | 4/30/2021 |
Kentucky Ethics and Consumer Protection - C57576 | Ethics | Commonwealth Schools of Insurance, Inc. | 10/21/2020 | Correspondence | 3 | 4/30/2021 |
IRA Distributions Past and Pre Secure - C24347 | Life | Society of Financial Service Professionals (Lexington, KY) | 10/20/2020 | Classroom | 1 | 4/30/2021 |
2019 Advisor Symposium - C20607 | Life | New York Life Insurance Company | 11/6/2019 | Classroom | 4 | 4/30/2021 |
LTC & PP 4-Hour Refresher, 2nd Edition - C35095 | Long Term Care Partnership Act | Kaplan | 7/18/2019 | Correspondence | 4 | 4/30/2021 |
The Gotchas & Trap Doors of Life Insurance - C19959 | Life | Kentucky Association of Insurance and Financial Advisors | 6/20/2019 | Classroom | 1 | 4/30/2021 |
Needs Analysis, The Basics - C93871 | Life, Health, Property & Casualty | Commonwealth Schools of Insurance, Inc. | 6/20/2019 | Correspondence | 7 | 4/30/2021 |
Social Security - C16844 | Life | Kentucky Association of Insurance and Financial Advisors | 5/23/2019 | Classroom | 1 | 4/30/2021 |
Ten Most Common Life Insurance Mistakes - C10111 | Life | Kentucky Association of Insurance and Financial Advisors | 5/23/2019 | Classroom | 1 | 4/30/2021 |