Financial Education for Securities, Banking, & Insurance Professionals.

Online Study Tips

Benefits of Online Study Include:

  • Resources and services necessary to build knowledge and skills
  • The convenience of studying at your own pace, at your own time, from your home or office
  • Networking and discussions with colleagues and Subject Matter Experts (SME's)

Tips and Recommendations
  • Be active
  • Participate - The more you engage in the discussion, the more you learn! Set aside time each day to log on
  • Keep up with assignments by checking the Announcements and your Class Work Due Dates
  • Ask questions. If there is something you don't know, find out! Send an e-mail to a classmate or the moderator
  • Relax - Online learning is the most tailored instructional environment available

Netiquette ("etiquette on the Net")
  • Be brief - long messages and files are hard to read on a computer screen. Along the same lines, avoid the inclusion of large graphics
  • Be nice - avoid sarcasm and flaming (sending mean and nasty messages) regardless of the situation
  • Be careful - what you send in an e-mail or discuss in a group is not necessarily private. Try to avoid double meanings and nuances (one's tone of voice cannot be determined by the written word) and don't shout (use only capital letters)
  • Be active - participate and enjoy what your classmates have to offer


Contact Us

Phone: 888-263-7265

Hours: M–F 8 a.m. – 6 p.m. ET

Online: Use Our Online Form

Programs of Study
Centers of

Insurance Education

Registered Health Underwriter®

(Health Insurance)


Chartered Healthcare Consultant®

(Healthcare Specialty)


Registered Employee

Benefits Consultant

(Employee Benefits)


Chartered Leadership Fellow®

(Field or Agency Leadership)


Life Underwriter Training

Council Fellow

(Insurance Skills)


Chartered Life Underwriter®

(Insurance Specialty)

Financial Planning

Chartered Financial Consultant®

(Advanced Financial Planning)


Certification Education

(Financial Planning)


Chartered Advisor for

Senior Living®

(Retirement Income Education)


Financial Services Specialist

(Financial Services Basics)


Chartered Advisor

in Philanthropy®



Retirement Income

Certified Professional

(Retirement Income)

Graduate Degrees

Master of Science in Management

(Executive Leadership)


Master of Science in

Financial Services

(Advanced Financial Planning)