Course Number | Prometric Course Number | Course Name |
419 | C21600 | 4-Hour Annuity Suitability Best Interest Training |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 4 | Annuity Suitability | Correspondence - Self-Study | 1/18/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
406 | C19592 | 401(k) Primer I |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 5/8/2019 | N/A |
|
Course Number | Prometric Course Number | Course Name |
368 | C76840 | Advanced Planning Life Insurance Strategies |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 8/8/2016 | N/A |
|
Course Number | Prometric Course Number | Course Name |
308 | C24432 | Advisors Guide to Medicare and Medicaid |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Health | Correspondence - Self-Study | 8/11/2014 | N/A |
|
Course Number | Prometric Course Number | Course Name |
418 | C20953 | Annuities Best Interest Standards |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | General Insurance Principles | Correspondence - Self-Study | 12/28/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
422 | C22031 | Annuity Contract Structure&Suitability Practice(Cl |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Annuity Suitability | Classroom | 2/11/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
396 | C18192 | Best Practices and Estate Planning Opportunitites |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 3/7/2019 | N/A |
|
Course Number | Prometric Course Number | Course Name |
414 | C13653 | Building a Generation Resilient Business-OL |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Correspondence - Self-Study | 5/21/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
389 | C94669 | CERTIFIED PLAN FIDUCIARY ADVISER |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 14 | Life | Correspondence - Self-Study | 4/3/2018 | N/A |
|
Course Number | Prometric Course Number | Course Name |
379 | C93234 | ESSENTIAL IRA AND RETIREMENT PLAN BEST PRACTICES |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 5/19/2017 | N/A |
|
Course Number | Prometric Course Number | Course Name |
321 | C45623 | Estate Planning |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 20 | Life and Health | Correspondence - Self-Study | 5/15/2015 | N/A |
|
Course Number | Prometric Course Number | Course Name |
250 | C05246 | Ethical Practices & Standards |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Ethics | Classroom | 2/9/2010 | N/A |
|
Course Number | Prometric Course Number | Course Name |
429 | C25602 | Ethical Practices and Professional Responsibilty |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Ethics | Classroom | 4/10/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
430 | C25738 | Ethical Practices&Professional Responsibility-Clas |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 3 | Ethics | Classroom | 5/8/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
376 | C92817 | Ethics For The Insurance Producer |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 5 | Ethics | Correspondence - Self-Study | 3/14/2017 | N/A |
|
Course Number | Prometric Course Number | Course Name |
402 | C19609 | Ethics for the Insurance Producer I |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Ethics | Classroom | 5/8/2019 | N/A |
|
Course Number | Prometric Course Number | Course Name |
326 | C55644 | Fundamentals of Estate Planning |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 15 | Life | Correspondence - Self-Study | 8/10/2015 | N/A |
|
Course Number | Prometric Course Number | Course Name |
405 | C19591 | Funding Long Term Care I |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 5/8/2019 | N/A |
|
Course Number | Prometric Course Number | Course Name |
432 | C26789 | Guide To Social Security Benefits |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 8 | General Insurance Principles | Correspondence - Self-Study | 3/6/2024 | N/A |
|
Course Number | Prometric Course Number | Course Name |
433 | C26790 | Guide To Social Security Benefits(Ethics) |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 6 | Ethics | Correspondence - Self-Study | 3/6/2024 | N/A |
|
Course Number | Prometric Course Number | Course Name |
384 | C94002 | Guide to Retirement Planning Strategies |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 14 | Life | Correspondence - Self-Study | 11/10/2017 | N/A |
|
Course Number | Prometric Course Number | Course Name |
409 | C23965 | IRA PLANNING-SS |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | General Insurance Principles | Correspondence - Self-Study | 9/16/2020 | N/A |
|
Course Number | Prometric Course Number | Course Name |
404 | C19600 | IRA Planning I |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 5/8/2019 | N/A |
|
Course Number | Prometric Course Number | Course Name |
386 | C94269 | It''s All About Income |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 1/2/2018 | N/A |
|
Course Number | Prometric Course Number | Course Name |
240 | C03349 | Kentucky 8-Hour Long-Term Care Partnership |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 8 | Long Term Care Partnership Act | Correspondence - Self-Study | 8/11/2009 | N/A |
|
Course Number | Prometric Course Number | Course Name |
413 | C13364 | Life Insurance Planning & Ethical Practices |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | General Insurance Principles | Correspondence - Self-Study | 5/11/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
412 | C13363 | Life Insurance Planning & Ethical Practices-ETHICS |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 3 | Ethics | Correspondence - Self-Study | 5/11/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
411 | C13359 | Life Insurance Planning Strategies |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life | Correspondence - Self-Study | 5/11/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
421 | C22026 | Life Insurance and Annuity Planning |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 1/21/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
416 | C10962 | Life Insurance, Annuity & Ethical Practices |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 4 | General Insurance Principles | Correspondence - Self-Study | 8/2/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
417 | C10345 | Life Insurance,Annuity & Ethical Practices Ethics |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 4 | Ethics | Correspondence - Self-Study | 8/2/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
381 | C93361 | Maximizing the Value of 529 Plans to the Clients |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 6/16/2017 | N/A |
|
Course Number | Prometric Course Number | Course Name |
424 | C80083 | Modern Retirement Plans |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | General Insurance Principles | Correspondence - Self-Study | 4/26/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
425 | C80084 | Modern Retirement Plans and Ethical Practices |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 3 | Ethics | Correspondence - Self-Study | 4/26/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
241 | C02829 | NAIC 4-Hour Long-Term Care Insurance |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 4 | Long Term Care Partnership Act | Correspondence - Self-Study | 8/17/2009 | N/A |
|
Course Number | Prometric Course Number | Course Name |
256 | C05836 | Planning for Health Care in Retirement |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 3/22/2010 | N/A |
|
Course Number | Prometric Course Number | Course Name |
398 | C19602 | Planning with Medicare I |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 5/8/2019 | N/A |
|
Course Number | Prometric Course Number | Course Name |
401 | C19604 | Planning with Social Security I |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 5/8/2019 | N/A |
|
Course Number | Prometric Course Number | Course Name |
400 | C19606 | Planning with Social Security and Medicare I |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 5/8/2019 | N/A |
|
Course Number | Prometric Course Number | Course Name |
375 | C92673 | Retirement Income Planning |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 2/13/2017 | N/A |
|
Course Number | Prometric Course Number | Course Name |
395 | C17194 | Retirement Planning |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life and Health | Correspondence - Self-Study | 2/21/2019 | N/A |
|
Course Number | Prometric Course Number | Course Name |
431 | C25959 | Retirement Planning after The SECURE 2.0 Act |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life and Health | Correspondence - Self-Study | 7/11/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
311 | C36470 | Retirement Plans for Small Businesses |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life and Health | Correspondence - Self-Study | 1/20/2015 | N/A |
|
Course Number | Prometric Course Number | Course Name |
426 | C80515 | Retirement Resource Guide 2022 |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life | Correspondence - Self-Study | 7/22/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
397 | C18945 | Retirment Resouce Guide 2019 |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life and Health | Correspondence - Self-Study | 4/3/2019 | N/A |
|
Course Number | Prometric Course Number | Course Name |
407 | C20669 | Small Business Retirement Plans & EthicalPractices |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life | Correspondence - Self-Study | 8/28/2019 | N/A |
|
Course Number | Prometric Course Number | Course Name |
294 | C13459 | Small Business Retirements Plans |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life and Health | Classroom | 8/19/2013 | N/A |
|
Course Number | Prometric Course Number | Course Name |
408 | C20671 | Small BusinessRetirementPlansEthicPracticeETHICS |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 4 | Ethics | Correspondence - Self-Study | 8/28/2019 | N/A |
|
Course Number | Prometric Course Number | Course Name |
423 | C23693 | Social Security Optimization |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 4/11/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
403 | C19607 | Suitability of Annuities I |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 5/8/2019 | N/A |
|
Course Number | Prometric Course Number | Course Name |
366 | C68256 | The Advisor''s Guide to 401(k) Plans |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Annuities and Securities | Correspondence - Self-Study | 7/5/2016 | N/A |
|
Course Number | Prometric Course Number | Course Name |
373 | C92593 | The Advisor''s Guide to IRA''s |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life and Health | Correspondence - Self-Study | 1/30/2017 | N/A |
|
Course Number | Prometric Course Number | Course Name |
352 | C65706 | The Advisor''s Guide to Social Insurance Programs |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life | Correspondence - Self-Study | 4/7/2016 | N/A |
|
Course Number | Prometric Course Number | Course Name |
336 | C56849 | The Advisors Guide To Retirement Planning |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life | Correspondence - Self-Study | 10/7/2015 | N/A |
|
Course Number | Prometric Course Number | Course Name |
312 | C36955 | The Advisors Guide To Social Security Benefits |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 8 | Life | Correspondence - Self-Study | 2/6/2015 | N/A |
|
Course Number | Prometric Course Number | Course Name |
372 | C92603 | The Advisors Guide to Annuities & Ethical Prac-Eth |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 3 | Ethics | Correspondence - Self-Study | 1/30/2017 | N/A |
|
Course Number | Prometric Course Number | Course Name |
374 | C92602 | The Advisors Guide to Annuities and Ethical Practi |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 9 | Life | Correspondence - Self-Study | 1/30/2017 | N/A |
|
Course Number | Prometric Course Number | Course Name |
420 | C22009 | The Best Interest Standard for AntyTransactionsWeb |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life / Variable | Classroom - Webinar (Classroom) | 1/18/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
388 | C94404 | Washington Update |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 2/2/2018 | N/A |
|
Course Number | Prometric Course Number | Course Name |
428 | C25311 | Washington Update:Secure 2.0 Act-Classroom |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 3/2/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
415 | C16038 | Wealth Transfer Planning (Classroom) |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 7/8/2021 | N/A |
|
Course Number | Prometric Course Number | Course Name |
427 | C24289 | WealthManagementStrategies-MaximizingtheValueof529 |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 8/8/2022 | N/A |
|