Financial Education for Securities, Banking, & Insurance Professionals.

Please select your designation below to filter available courses:

Many of our popular courses are offered via live, instructor-led classes from your home or office PC. These interactive classes offer a convenient, time-saving way to participate in classes without needing to travel.


PROGRAM:
CFP®
COST:
$820*
REGISTRATION OPTIONS:
FOR FRIENDLY SERVICE
Call: 888-263-7265
(M–F 8 a.m. – 6 p.m. ET)
 
 
August 2015 (Click to Toggle)
No more upcoming classes for August.
 
September 2015 (Click to Toggle)
» Fundamentals of Estate Planning HS 330 - 2380-4150 
Professor(s): Jamie Hopkins | Start Date: 09/01/15 | End Date: 09/24/15

This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

 
October 2015 (Click to Toggle)
» Persnl Fin Planning: Case Analysis HS 333 - 2380-4181 
Professor(s): Craig Lemoine | Start Date: 10/06/15 | End Date: 12/31/15

This class meets every Tuesday from 6:00pm to 8:00pm ET

» Persnl Fin Planning: Case Analysis HS 333 - 2380-4182 
Professor(s): Craig Lemoine | Start Date: 10/07/15 | End Date: 12/31/15

This class meets every Wednesday from 6:00pm to 8:00pm ET

» Planning for Retirement Needs HS 326 - 2380-4151 
Professor(s): Jamie Hopkins | Start Date: 10/13/15 | End Date: 11/05/15

This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

» Financial Planning: Process/Environment HS 300 - 2380-4152 
Professor(s): Craig Lemoine | Start Date: 10/13/15 | End Date: 11/05/15

This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

 
November 2015 (Click to Toggle)
» Investments HS 328 - 2400-1085 
Professor(s): Walter Woerheide | Start Date: 11/24/15 | End Date: 12/22/15

This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET

 
December 2015 (Click to Toggle)
No classes have been scheduled for December.
 
January 2016 (Click to Toggle)
» Income Taxation HS 321 - 2400-1086 
Professor(s): Christopher Woehrle | Start Date: 01/05/16 | End Date: 01/28/16

This class meets every Tuesday and Thursday from 6:00pm to 8:30pm ET


*New students are required to pay an additional New Student Admissions 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)