Financial Education for Securities, Banking, & Insurance Professionals.

Form Center

You can perform many functions online by setting up your own account and getting direct access to our student system. This process only takes about 10 minutes, and you can do it here.

Occasionally, you may need a paper form instead. We have linked them throughout this site to make accessing the right form easy for you. You can also come to this page to find the most commonly requested forms.



Registering for a Program

Course Registration Form



Transfer of Credit

Click For Transfer of Credit Forms




 

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
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)