Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
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HS 347 Contemporary Apps. in Financial Planning - C94342 | Life, Health, Property & Casualty | American College, The | 2/14/2025 | Correspondence | 30 | 9/30/2026 |
HS 330 Fundamentals of Estate Planning - C10215 | Life and Health | American College, The | 3/20/2024 | Classroom | 36 | 9/30/2024 |
HS 328 Investments - C10213 | Life and Health | American College, The | 1/31/2024 | Classroom | 36 | 9/30/2024 |
HS 326 Planning for Retirement Needs - C10212 | Life and Health | American College, The | 11/17/2023 | Classroom | 36 | 9/30/2024 |
KentuckyLong-TermCare&PartnershipPolicies:Initial - C25469 | Long Term Care Partnership Act | Kaplan | 10/12/2023 | Correspondence | 8 | 9/30/2024 |
Ethical Issues in the Financial Services Industry - C67521 | Ethics | RegEd, Inc. | 5/25/2023 | Correspondence | 5 | 9/30/2024 |
HS 321 Income Taxation - C10207 | Life and Health | American College, The | 11/7/2022 | Classroom | 36 | 9/30/2024 |
HS 311 Fundamentals of Insurance Planning - C57908 | Life, Health, Property & Casualty | American College, The | 6/20/2022 | Classroom | 12 | 9/30/2022 |
Recommending Annuities Under The NAIC Best Interes - C23811 | Annuity Suitability | RegEd, Inc. | 1/11/2022 | Correspondence | 5 | 9/30/2022 |
NAIC Suitability in Annuity Transactions Model Reg - C07658 | Annuity Suitability | RegEd, Inc. | 9/23/2021 | Correspondence | 4 | 9/30/2022 |
HS 300 Financial Planning: Process and Environmen - C58003 | Life | American College, The | 9/7/2021 | Classroom | 28 | 9/30/2022 |
Agents&Advisory Key to Annuities&Ethical Conduct - C23666 | Life and Health | Affordable-Success-FirstChoice-ClienTell CE | 6/11/2021 | Correspondence | 18 | 9/30/2022 |
Agents Ethical Considerations&Consumer Suitability - C23700 | Ethics | Affordable-Success-FirstChoice-ClienTell CE | 6/11/2021 | Correspondence | 6 | 9/30/2022 |
HS 355 Managing the Retirement Income Plan - C11486 | Life and Health | American College, The | 2/10/2021 | Correspondence | 21 | 9/30/2022 |
HS 355 Managing Retirement Income Plan - Ethics - C11562 | Ethics | American College, The | 2/10/2021 | Classroom | 3 | 9/30/2022 |
Long-Term Care:In-Depth View, Kentucky 2nd Edition - C95329 | Long Term Care Partnership Act | RegEd, Inc. | 1/11/2021 | Correspondence | 8 | 9/30/2022 |
HS 354 Sources of Retirement Income - C66785 | Life / Variable | American College, The | 12/20/2020 | Correspondence | 12 | 9/30/2022 |
HS 353 Retirement Income Process, Strat., & Sol. - C99375 | Life | American College, The | 10/28/2020 | Correspondence | 12 | 9/30/2022 |