Financial Education for Securities, Banking, & Insurance Professionals.

Certificate in Paraplanner Development

Paraplanner

A comprehensive course designed to teach the planning process and meet the practical needs of paraplanners. Program certificants will learn:

  • Components of a comprehensive financial plan
  • Insurance, employee benefits, income taxes, investments, retirement, and estate planning basics
  • Social Security and Medicare
  • Steps in the planning process
  • Communications, client relations, and marketing skills
  • Fact finding, plan development, and plan presentation
  • Time value of money, risk tolerance, asset allocation, planning applications

In addition to a package with two outstanding textbooks written by the expert faculty of The American College, you receive online access to study resources and practice questions. When you’re ready, you’ll take two exams at your convenience online: one halfway through the program, and one at the end.

 

Textbooks + online tools
maximum flexibility!

Only $210 + shipping & handling

Click Here to Register
Online Today!


 
Programs of Study
 
Centers of
Excellence

Resources
Insurance Education
 
RHU®

Registered Health Underwriter®

(Health Insurance)

 
 
ChHC®

Chartered Healthcare Consultant®

(Healthcare Specialty)

 
 
REBC®

Registered Employee

Benefits Consultant

(Employee Benefits)

 
 
CLF®

Chartered Leadership Fellow®

(Field or Agency Leadership)

 
 
LUTCF

Life Underwriter Training

Council Fellow

(Insurance Skills)

 
 
CLU®

Chartered Life Underwriter®

(Insurance Specialty)

 
 
Financial Planning
 
ChFC®

Chartered Financial Consultant®

(Advanced Financial Planning)

 
 
CFP®

Certification Education

(Financial Planning)

 
 
CASL®

Chartered Advisor for

Senior Living®

(Retirement Income Education)

 
 
FSS

Financial Services Specialist

(Financial Services Basics)

 
 
CAP®

Chartered Advisor

in Philanthropy®

(Philanthropy)

 
 
RICP

Retirement Income

Certified Professional

(Retirement Income)

 
 
Graduate Degrees
 
MSM

Master of Science in Management

(Executive Leadership)

 
 
MSFS

Master of Science in

Financial Services

(Advanced Financial Planning)