Financial Education for Securities, Banking, & Insurance Professionals.

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In The News

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Bankrate - The futures markets: Why they matter and how they fit into the financial system U.S News and World Report - Earnings Preview: What to Expect From Yelp Stock Reverse Mortgage Daily - Are Reverse Mortgages Experiencing a Sea Change? Erickson Tribune - Big changes to Social Security Reverse Mortgage Daily - Worlds Collide: Is 2016 the Year for Reverse Mortgages & Financial Advisers? Forbes - Should You Downsize in Retirement? CBS News - How to hike your guaranteed lifetime retirement income Mortgage News Daily - Reverse Mortgage Counterpoints and Updates--How Many People Turn 62 Every Day? Broker World - The Cost Of Health Care And Retirement Income Planning Chicago Tribune - Follow this rule of thumb for retirement withdrawals CBS News - How retirees can make the most of their home equity Forbes - Should I Stay or Should I Go? Housing Decisions in Retirement The Street - Are You Missing Out On the Home Office Deduction? CBS News - A new tool for retirees who expect to live long The Street - How the S&P 500 Stacks Up Against Other Index Funds During a Market Correction Chicago Tribune - Follow your investment plan, not the market Bankrate - The gross profit margin formula and how to use it The Street - Investors Have Nerves Fried From 2015: This Year Isn't Helping Much Bankrate - Debt-to-equity ratio: What it means to investors and how to calculate it Voice of America - Which US Political Party is Better for the Economy? Main Street - Here Are 6 Reasons to Ditch a Mutual Fund or ETF Besides Weak Performance The Street - Fed Curtain-Raiser: Why the Fed Is Reassuring Markets on U.S. Economic Fundamentals Bankrate - The Fed puts rates on ice The Street - Why Are So Many Americans Lax on Financial Literacy? U.S News and World Report - 8 Traits of the Overly Aggressive Investor
InvestmentNews - Solid risk management system should include insurance planning to protect assets Medium - Why ‘Throwing the Bums in Jail’ Won’t Solve Corporate America’s Problems National Ethics Assocation - Retirement-Income Planning: What Keeps Advisors Up at Night - Making Every Man a King…and Philanthropist Fox Business - Why Women Need to Save More...a Whole Lot More Life & Health Advisor - An Asset Hiding in Plain Site CBS News - Near-retirees, don't make this common mistake Reverse Mortgage Daily - The Most Critical Reverse Mortgage Research All in One Place Investment News - Medicare, reverse mortgages and the complexities of retirement planning Bankrate - Where to open an IRA: Bank, online broker, mutual fund company or a broker dealer? USA Today - 7 ways Millennials can get a jump-start on retirement planning Forbes - Who Would Be The Best President For Wall Street? Reverse Mortgage Daily - Stock Market Volatility Offers Reverse Mortgage Opportunity The Street - The January Effect May Predict a Dreary 2016 Market Deseret News - Despite its name, this investment strategy has grown in popularity U.S News and World Report - 10 Tips for Keeping a Cool Head in a Market Meltdown Forbes - Hybrid Long-Term Care Insurance Policies Forbes - How To Continue Living At Home In Your Old Age Five Tips to Growing Your Reverse Mortgage Business in 2016 - Five Tips to Growing Your Reverse Mortgage Business in 2016 Investopedia - How to Make Your Nest Egg Last? Don't Sell Stocks When They're Down Morningstar - The Best Resources for Retirement Planning: Reader Favorites CNBC - What’s the magic number for your retirement savings? Insurance News Net - Obama Budget to Push Retirement Saving Proposals
Programs of Study
Centers of

Insurance Education

Registered Health Underwriter®

(Health Insurance)


Chartered Healthcare Consultant®

(Healthcare Specialty)


Registered Employee

Benefits Consultant

(Employee Benefits)


Chartered Leadership Fellow®

(Field or Agency Leadership)


Life Underwriter Training

Council Fellow

(Insurance Skills)


Chartered Life Underwriter®

(Insurance Specialty)

Financial Planning

Chartered Financial Consultant®

(Advanced Financial Planning)


Certification Education

(Financial Planning)


Chartered Advisor for

Senior Living®

(Retirement Income Education)


Financial Services Specialist

(Financial Services Basics)


Chartered Advisor

in Philanthropy®



Retirement Income

Certified Professional

(Retirement Income)

Graduate Degrees

Master of Science in Management

(Executive Leadership)


Master of Science in

Financial Services

(Advanced Financial Planning)