Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
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Agents Ethical Considerations&Consumer Suitability - C23700 | Ethics | Affordable-Success-FirstChoice-ClienTell CE | 8/23/2024 | Correspondence | 6 | 7/31/2025 |
Agents&Advisory Key to Annuities&Ethical Conduct - C23666 | Life and Health | Affordable-Success-FirstChoice-ClienTell CE | 8/23/2024 | Correspondence | 18 | 7/31/2025 |
FINANCIAL PLANNING PROCESS, 10 EDITION - C18468 | Life and Health | Kaplan | 5/2/2024 | Correspondence | 20 | 7/31/2025 |
Financial Strategies, DOL Updates & Ethics - C12160 | Life and Health | Sigco, Inc. dba Pohs Institute | 10/26/2023 | Correspondence | 18 | 7/31/2025 |
Financial Strategies,DOL updates&Ethics-EthicsOnly - C12161 | Ethics | Sigco, Inc. dba Pohs Institute | 10/26/2023 | Correspondence | 6 | 7/31/2025 |
Senior Needs Planning,6th Edition - C19357 | Life and Health | Kaplan | 4/12/2022 | Correspondence | 8 | 7/31/2023 |
Estate Planning Concepts 13th Ed - C11611 | Life and Health | Kaplan | 2/23/2022 | Correspondence | 14 | 7/31/2023 |
Wells Fargo Annunity Best Interest 4-hour Training - C20644 | Annuity Suitability | Kaplan | 2/16/2022 | Correspondence | 4 | 7/31/2023 |
Ethical Practices, 3rd Edition - C21630 | Ethics | Kaplan | 2/16/2022 | Correspondence | 3 | 7/31/2023 |
Annuity Suitability&Best Interest Standard:1HrTrai - C20651 | Annuity Suitability | Kaplan | 1/11/2022 | Correspondence | 1 | 7/31/2023 |