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To order, click on the course title below. After you have clicked on the title you will be given a course description. If you would also like state insurance CE credit, choose your state from the Optional INS CE area provided to the right of the course description.
CFP
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Designation Core
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Course
Hours
Annuities: Definitions, Suitability and Riders
9.0
CFP® Code of Ethics and Rules of Conduct
Meets CFP Board's Code of Ethics and/or Practice Standards Requirement
2.0
CFP® Financial Planning Practice Standards
Meets CFP Board's Code of Ethics and/or Practice Standards Requirement
2.0
Distribution Planning
new!
8.0
Effective and Ethical Communication with Seniors
9.0
Equity Indexed Annuities
10.0
Ethics for Producers: Cases and Comments
3.0
Ethics for the Insurance Services Practitioner
6.0
Financial Planning with Insurance
9.0
Guaranteed Living Benefits for Variable Annuities
6.0
Health Savings Accounts
2.0
Hybrid Long-Term Care Insurance Products
new!
6.0
Individual Retirement Accounts
8.0
Insurance for Estate Planning
6.0
Introduction to Indexed Products
5.0
Life Insurance for Businesses
9.0
Life Insurance Ownership and Beneficiary Designations
8.0
Living Trusts and Avoiding Probate
5.0
Long-Term Care Fundamentals
10.0
Long-Term Care Needs and Solutions, A Producer's Guide
3.0
Long-Term Care: Programs, Policies, and Partnerships
IMPORTANT! If you want both CFP credit and state LTCP training accreditation, you must order Insurance CE at time of purchase
8.0
Maximizing Integrity in Decisions with Seniors
9.0
Medicare Advantage and Medicare Part D
3.0
Medicare, Medicaid and Medicare Supplements
10.0
Mutual Funds
5.0
Personal Life Insurance Planning
6.0
Principles of Wealth Management
8.0
Retirement Planning Strategies
9.0
Section 1035 Exchanges
5.0
Senior Market Sales Ethics
5.0
Senior Needs Planning
11.0
Variable Annuities
7.0
CFP Provider Number: 2257
Insurance CE
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