Financial Education for Securities, Banking, & Insurance Professionals.

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Next Avenue - What to Do If You Won the Powerball Lottery The Street - Investors Should Avoid Selling Stocks to Protect Retirement Portfolios NBC 10 News - Gauging the Financial Market Forbes - Key Numbers for 2016 Income Tax Planning NWI Times - Life insurance can be a lifesaver Next Avenue - Fellow Americans: What’s the State of Your Finances? Forbes - Making Good Decisions With Your $1.5 Billion Powerball Winnings Forbes - A Look Back at 2015: The 5 Most Important Retirement Planning Changes for 2016 Insurance News Net - Advisors in Tricky Two-Step to Avert ACA Tax The Street - Steps to Lowering Debt and Saving More Money for Your Retirement CNBC - Will Fed Grinches steal Santa Claus rally? U.S News and World Report - Fixed-Income Prospects After the Fed Rate Hike Bankrate - Invest with the Fed? USA Today - Protect your nest egg from stock drops in 'retirement red zone' NBC10 - Federal Reserve Raises Interest Rates The Street - 401(k) Scrutiny: What Employees Need to Examine During Open Enrollment Fiduciary News - 9 Gifts To Best Prepare Employees for Retirement Readiness Barron's - Rising Rates Spell Trouble for Stocks Reuters - 'Tax-efficient' funds may simply be closet indexers: James Saft Medium - What Can We Learn from the Volkswagen Scandal? Bankrate - Crash-proof your retirement by employing liability-driven investing like the pros Bankrate - Talking turkey about Alzheimer’s BuzzFeed - Startup Zenefits Under Scrutiny For Flouting Insurance Laws Reverse Mortgage Daily - Reverse Mortgages Offer ‘Tremendous’ Opportunity for Financial Planning
GOBankingRates - How to Invest Your Money When You’re Afraid of Risk Forbes - Two Options for Funding Long-Term Care Expenses Huffington Post - Reverse Mortgage for Investment Protection The Street - Should You Be Shopping for Junk Bonds in This Market? Bankrate - Baby steps to retirement savings: How to get started with the investment of your life MarketWatch - You can expect lower volatility in stock and bond prices as the Fed raises interest rates U.S News and World Report - WWE Stock: Bring on the Next Challenge Bankrate - Resolve to master your money in 2016 PlanAdviser - Retirement Industry People Moves Auto Trends Magazine - Car Insurance Savings for the New Year Forbes - Costs and Incidence of Long-Term Care The Wall Street Journal - The Top Five Retirement Posts from The Wall Street Journal’s Experts Blog in 2015 USA Today - Should we convert to a Roth IRA? Look at big picture on taxes Forbes - The Importance of Planning for Long-Term Care U.S. News and World Report - 10 Investing Tips From Successful Women Reverse Mortgage Daily - Financial Planner Partnerships Take Center Stage at Reverse Mortgage Event Fortune - How Investors Can Fight Their Fear of the Fed CNBC - Retirement moves: Little-known IRA shift may save you money Forbes - Potential Directions For Social Security Mortgage Professional America - Will reverse mortgages become the new norm? Reverse Mortgage Daily - Financial Advisors Need ‘Fresh Look’ at Reverse Mortgages Reverse Mortgage Daily - How Reverse Mortgage Lenders Can Forge Relationships with Financial Planners Forbes - Tax Considerations When Delaying Social Security The Fiscal Times - 7 Ways Millennials Are Getting Retirement Saving Wrong
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)