DEPARTMENT OF INSURANCE
Provider Information
PR01155: Society of Financial Service Professionals (Lexington, KY)
Prometric Provider Number: S14341 
Provider Type: Independent
CE Certification Date: 2/6/2003

PL Certification Date:

Address: 4159 Tradition Way
Lexington, KY 40509
Contact: Bill Cox
Telephone: 859-224-4474
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
146C25575A World Of Possibilities With 529 Plans-Classroom
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/16/2023N/A

Course NumberPrometric Course NumberCourse Name
147C25577Behavioral Guidance During Market Volatility-Class
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/16/2023N/A

Course NumberPrometric Course NumberCourse Name
141C24724Conversation Every Family Should Have -Classroom
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom10/12/2022N/A

Course NumberPrometric Course NumberCourse Name
148C25573Conversations That Light The Way-Classroom
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom4/16/2023N/A

Course NumberPrometric Course NumberCourse Name
138C80265Conversations That Light the Way-Classroom
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom3/30/2022N/A

Course NumberPrometric Course NumberCourse Name
152C26539Elder Care Planning-Classroom
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom1/16/2024N/A

Course NumberPrometric Course NumberCourse Name
137C23570Fiduciary Regulation-Then and Now (Classroom)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/29/2022N/A

Course NumberPrometric Course NumberCourse Name
154C26757Fiduciary Update & Guide To DOL-Classroom
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom3/12/2024N/A

Course NumberPrometric Course NumberCourse Name
145C25535Fiduciary Update 2023 & Secure Act 2.0
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/25/2023N/A

Course NumberPrometric Course NumberCourse Name
139C80336Longevity Conundrum to Retirement-Classroom
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom6/2/2022N/A

Course NumberPrometric Course NumberCourse Name
150C26246Making Retirement More Efficient-Classroom
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Annuities and SecuritiesClassroom10/10/2023N/A

Course NumberPrometric Course NumberCourse Name
144C25301ProbateCourt:InformationEveryPlannerShouldKnow-Cla
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom2/18/2023N/A

Course NumberPrometric Course NumberCourse Name
151C26306Secure 2.0 Retirement Plan Updates-Classroom
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom10/26/2023N/A

Course NumberPrometric Course NumberCourse Name
153C26541Situational Social Security-Classroom
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom1/16/2024N/A

Course NumberPrometric Course NumberCourse Name
143C25147Social Security Review & Update -Classroom
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom1/11/2023N/A

Course NumberPrometric Course NumberCourse Name
140C24443Strategies to Improve Business Value
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom9/5/2022N/A

Course NumberPrometric Course NumberCourse Name
149C26085SuccessionPlanning&SellingCloselyHeldBusiness
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom8/22/2023N/A

Course NumberPrometric Course NumberCourse Name
142C80685Tax-Efficient Retirement Planning Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)10/12/2022N/A

Course NumberPrometric Course NumberCourse Name
134C19728Understanding Social Security Choices to Better Advise Clients
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom10/7/2021N/A


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