Financial Education for Securities, Banking, & Insurance Professionals.

Search Results: All Classes
COURSE TYPE:
Moderated
COST:
$430*
REGISTRATION OPTIONS:
FOR FRIENDLY SERVICE
Call: 888-263-7265
(M–F 8 a.m. – 6 p.m. ET)
 

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» Qualified Retirement Plans GS 814 - 2360-
Moderator: | Start Date: 07/08/15

This class meets every Saturday from 7:00pm to 9:00pm ET

Location: Alabama

» Foundations of Financial Planning: Overview FA 262 - 2360-3318
Moderator: Luis Perez Gonzalez | Start Date: 07/14/15

This class meets every Tuesday from 4:00pm to 6:30pm ET

Location: Hato Rey,

This FA262 class is sponsored by Puerto Rico AIFA. Moderator is Luis Perez Gonzalez. Class location is 273 Plaza Ave Ponce de Leon, Ste 1400, Hato Rey, PR 00917.

» Foundations of Retirement Planning FA 261 - 2360-3317
Moderator: Neil Filomena Jr | Start Date: 07/14/15

This class meets every Tuesday from 10:00am to 12:30pm ET

Location: Jericho, New York

This FA261 class is sponsored by NAIFA-Greater Metro Region New York. Moderator is Neil Filomena. Jr. Class location is 300 Jericho Quadrangle West, Ste 310, Jericho, NY 11787.

» Foundations of Estate Planning FA 271 - 2360-3257
Moderator: Anthony Laesch | Start Date: 07/23/15

This class meets every Thursday from 9:30am to 12:00pm ET

Location: Bloomington, Illinois

This FA271 class is sponsored by NAIFA-Bloomington-Normal Illinois. Moderator is Anthony Laesch. Class location is 402 N Hershey Rd, Bloomington, IL 61704.

» Essentials of Life Insurance Products FA 257 - 2360-3330
Moderator: Kurt Hildebrand | Start Date: 07/29/15

This class meets every Wednesday from 11:00am to 1:30pm ET

Location:

This FA257 class is sponsored by NAIFA-Columbus Ohio. Moderator is Kurt Hildebrand. Class location is Hildebrand Financial Group, LLC, 5455 Rings Rd, Dublin, OH 43017-3556.

» Techniques Meeting Client Needs FA 202 - 2360-3363
Moderator: Phillip Helms | Start Date: 08/14/15

This class meets every Friday from 12:30pm to 3:00pm ET

Location: Waldorf, Maryland

This FA202 class is sponsored by NAIFA-Southern Maryland. Moderator is Phillip Helms. Class location is Transamerica office, 1 Post Office Rd, Ste 101, Waldorf, MD 20602.


*Price does not include Shipping and Handling. New students are required to pay an additional $150 New Student Fee.

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)