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:
ChFC®
COST:
$820*
REGISTRATION OPTIONS:
FOR FRIENDLY SERVICE
Call: 888-263-7265
(M–F 8 a.m. – 6 p.m. ET)
 
 
May 2015 (Click to Toggle)
No more upcoming classes for May.
 
June 2015 (Click to Toggle)
» Fundamentals of Estate Planning HS 330 - 2360-3148 
Professor(s): Constance Fontaine | Start Date: 06/23/15 | End Date: 07/16/15

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

» Income Taxation HS 321 - 2360-3150 
Professor(s): Christopher Woehrle | Start Date: 06/09/15 | End Date: 07/02/15

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

» Financial Planning: Process/Environment HS 300 - 2360-3168 
Professor(s): Craig Lemoine | Start Date: 06/09/15 | End Date: 07/02/15

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

 
July 2015 (Click to Toggle)
» Persnl Fin Planning: Case Analysis HS 333 - 2360-3214 
Professor(s): Craig Lemoine | Start Date: 07/07/15 | End Date: 09/30/15

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

» Persnl Fin Planning: Case Analysis HS 333 - 2360-3213 
Professor(s): Craig Lemoine | Start Date: 07/01/15 | End Date: 09/30/15

This class meets every Wednesday from 6:00pm to 8:30pm ET

» Investments HS 328 - 2360-3169 
Professor(s): Walter Woerheide | Start Date: 07/21/15 | End Date: 08/13/15

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

» Fund of Insurance Planning HS 311 - 2360-3170 
Professor(s): Kevin Lynch | Start Date: 07/21/15 | End Date: 08/13/15

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

 
August 2015 (Click to Toggle)
No classes have been scheduled for August.
 
September 2015 (Click to Toggle)
No classes have been scheduled for September.
 
October 2015 (Click to Toggle)
No classes have been scheduled for October.
 
November 2015 (Click to Toggle)
No classes have been scheduled for November.
 
December 2015 (Click to Toggle)
No classes have been scheduled for December.

*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)