Course Number | Prometric Course Number | Course Name |
555 | C80194 | CE128 Ethics for Financial Services Professionals |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 3 | Ethics | Correspondence - Self-Study | 5/9/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
570 | C26851 | FA 203 Essentials for Meeting Client Needs |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 13 | Life and Health | Correspondence - Self-Study | 3/18/2024 | N/A |
|
Course Number | Prometric Course Number | Course Name |
569 | C26849 | FA 203 Essentials for Meeting Client Needs Ethics |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 3 | Ethics | Correspondence - Self-Study | 3/18/2024 | N/A |
|
Course Number | Prometric Course Number | Course Name |
568 | C26702 | FA 222 Essentials Of Insurance & Financial Needs(E |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 3 | Ethics | Correspondence - Self-Study | 2/6/2024 | N/A |
|
Course Number | Prometric Course Number | Course Name |
567 | C26701 | FA 222 Essentials of Insurance & Financial Needs |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 13 | General Insurance Principles | Correspondence - Self-Study | 2/6/2024 | N/A |
|
Course Number | Prometric Course Number | Course Name |
343 | C44171 | FA 290 Ethics for Financial Service Professionals |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Ethics | Correspondence - Self-Study | 6/9/2003 | N/A |
|
Course Number | Prometric Course Number | Course Name |
521 | C20892 | FP 99 Foundations of Financial Planning |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 32 | Life and Health | Correspondence - Self-Study | 5/21/2014 | N/A |
|
Course Number | Prometric Course Number | Course Name |
397 | C63864 | Foundations of Retirement Planning |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 29 | Life | Classroom - Correspondence Toward Designation | 10/23/2006 | N/A |
|
Course Number | Prometric Course Number | Course Name |
475 | C05751 | GS 839 Planning for Philanthropic Impact |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life / Variable | Correspondence - Self-Study | 3/30/2010 | N/A |
|
Course Number | Prometric Course Number | Course Name |
478 | C06875 | GS 849 Charitable Strategies |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life | Correspondence - Self-Study | 7/14/2010 | N/A |
|
Course Number | Prometric Course Number | Course Name |
473 | C05201 | GS 859 - Gift Planning in a Nonprofit Context |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life | Correspondence - Self-Study | 2/18/2010 | N/A |
|
Course Number | Prometric Course Number | Course Name |
566 | C26156 | HS 300 Fundamentals of Financial Planning |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 28 | Life and Health | Correspondence - Self-Study | 8/28/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
565 | C26157 | HS 300 Fundamentals of Financial Planning(Ethics) |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 3 | Ethics | Correspondence - Self-Study | 8/28/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
371 | C57908 | HS 311 Fundamentals of Insurance Planning |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life, Health, Property & Casualty | Classroom - Correspondence Toward Designation | 4/25/2005 | N/A |
|
Course Number | Prometric Course Number | Course Name |
290 | C10207 | HS 321 Income Taxation |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 36 | Life and Health | Classroom - Correspondence Toward Designation | 10/1/2002 | N/A |
|
Course Number | Prometric Course Number | Course Name |
557 | C80437 | HS 323 Tools & Techniques of Life Ins Planning |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 36 | General Insurance Principles | Classroom | 7/19/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
558 | C24185 | HS 324 Legal Aspects of Life Insurance |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 24 | General Insurance Principles | Correspondence - Self-Study | 7/19/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
293 | C10212 | HS 326 Planning for Retirement Needs |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 36 | Life and Health | Classroom - Correspondence Toward Designation | 10/1/2002 | N/A |
|
Course Number | Prometric Course Number | Course Name |
294 | C10213 | HS 328 Investments |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 36 | Life and Health | Classroom - Correspondence Toward Designation | 10/1/2002 | N/A |
|
Course Number | Prometric Course Number | Course Name |
295 | C10215 | HS 330 Fundamentals of Estate Planning |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 36 | Life and Health | Classroom - Correspondence Toward Designation | 10/1/2002 | N/A |
|
Course Number | Prometric Course Number | Course Name |
545 | C94342 | HS 347 Contemporary Apps. in Financial Planning |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 30 | Life, Health, Property & Casualty | Correspondence - Self-Study | 1/23/2018 | N/A |
|
Course Number | Prometric Course Number | Course Name |
550 | C11254 | HS 348 Wealth Management Certified Professional |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 31 | Life and Health | Correspondence - Self-Study | 8/13/2018 | N/A |
|
Course Number | Prometric Course Number | Course Name |
502 | C99375 | HS 353 Retirement Income Process, Strat., & Sol. |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life | Correspondence - Self-Study | 6/26/2012 | N/A |
|
Course Number | Prometric Course Number | Course Name |
508 | C66785 | HS 354 Sources of Retirement Income |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life / Variable | Correspondence - Self-Study | 11/12/2012 | N/A |
|
Course Number | Prometric Course Number | Course Name |
511 | C11562 | HS 355 Managing Retirement Income Plan - Ethics |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 3 | Ethics | Classroom | 3/5/2013 | N/A |
|
Course Number | Prometric Course Number | Course Name |
510 | C11486 | HS 355 Managing the Retirement Income Plan |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 21 | Life and Health | Correspondence - Self-Study | 3/5/2013 | N/A |
|
Course Number | Prometric Course Number | Course Name |
487 | C09135 | HS 376 Legal/Financial Issues-Spec Needs Families |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 36 | Life | Correspondence - Self-Study | 1/11/2011 | N/A |
|
Course Number | Prometric Course Number | Course Name |
497 | C96469 | HS 377 Financial Planning for Special Needs |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 16 | Life | Classroom | 8/29/2011 | N/A |
|
Course Number | Prometric Course Number | Course Name |
561 | C24803 | HS331 Planning for Business Owners & Professionals |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 36 | Life and Health | Correspondence - Self-Study | 10/25/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
571 | C100237 | KNOWING THE TRUTH THE WHOLE TRUTH AND PROVIDING FOR IT |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 1 | Life | Classroom | 9/23/2024 | N/A |
|
Course Number | Prometric Course Number | Course Name |
363 | C54620 | LUTC 202 Techniques for Meeting Client Needs |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 36 | Life | Classroom - Correspondence Toward Designation | 7/16/2004 | N/A |
|
Course Number | Prometric Course Number | Course Name |
353 | C46627 | LUTC 251 Essentials of Business Insurance |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 36 | Life and Health | Classroom - Correspondence Toward Designation | 11/3/2003 | N/A |
|
Course Number | Prometric Course Number | Course Name |
356 | C52569 | LUTC 257 Essentials of Life Insurance Products |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 12 | Life | Classroom - Correspondence Toward Designation | 3/17/2004 | N/A |
|
Course Number | Prometric Course Number | Course Name |
369 | C56477 | Techniques for Exploring Personal Markets |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 31 | Life | Classroom - Correspondence Toward Designation | 1/4/2005 | N/A |
|
Course Number | Prometric Course Number | Course Name |
563 | C25377 | WMCP 261 Efficient Investment Portfolios |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 29 | Life and Health | Correspondence - Self-Study | 3/8/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
559 | C24646 | WMCP 360 Introduction to Goal-Based Planning |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 18 | Life and Health | Correspondence - Self-Study | 9/20/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
560 | C24791 | WMCP 360 Introduction to Goal-Based Planning_ETH |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 3 | Ethics | Correspondence - Self-Study | 10/25/2022 | N/A |
|
Course Number | Prometric Course Number | Course Name |
562 | C25360 | WMCP 361 Efficient Investment Portfolios-Ethics |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 3 | Ethics | Correspondence - Self-Study | 3/3/2023 | N/A |
|
Course Number | Prometric Course Number | Course Name |
564 | C25755 | WMCP 362 Strategic Wealth Management |
Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
Active | 29 | Life and Health | Correspondence - Self-Study | 5/11/2023 | N/A |
|