Financial Education for Securities, Banking, & Insurance Professionals.

Corporate Consulting - What We Do

Here are just a few customized projects we've worked on recently:

  • Customized online educational modules on investments, retirement planning, and health care financing.
  • Executive leadership development programs.
  • Introductory product training for home-office staff.
  • Sales training for internal phone representatives.
  • Online certification examinations to assess the effectiveness of in-house training.
  • Web-based review sessions with our faculty.
  • A live seminar to enhance the success of African-American advisors.
  • A unique course on Women in Financial Services.
  • Train-the-trainer programs for companies offering sales skills classes.
  • Assessing a company's regional management structure and retention issues.
  • Customized textbooks for company training.
  • Company-specific white papers.

Choose From a Wide Range of Topics

Prospecting, Marketing, and Sales Skills
Ethics
Crisis Management
Women and Financial Services
Retirement Income Distributions
Business Insurance
Employee Benefits
Life Insurance
Long-Term Care Insurance
Financial, Estate Retirement, and Senior Planning
Income Taxation
And much more...

Meet a Wide Range of Business Goals

Fast-start sales training
New product launches
Management succession planning
Home-office learning and development
Niche market sales training
Organizational consulting

Select From Flexible Delivery Options

Live training sessions
Interactive online modules
Train-the-trainer programs
Webcasts and webinars
Teleconferences

 

Contact a Consultant

Brian Kain: 610-526-1434
(M–F 9a.m. – 5p.m. ET)

Send Us an Email

 
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)