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Our courses do not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing our courses.
CE 162 Estate and Life Insurance Planning with IRAs
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This course provides an overview on estate and life insurance planning with IRAs. Students explore using life insurance as a planning solution to replace the stretch IRA, how to plan for estate tax uncertainty, and the application of IRA strategies to increase insurance and annuity sales.
Related Programs:
- CE: 1.5G
CE 163 Ed Slott and Company IRA Success powered by The American College of Financial Services
View Course Details
Ed Slott and Company’s IRA Success powered by The American College of Financial Services
is a 12-course program dedicated to enriching the knowledge of the financial professional. Through applied, actionable education on the latest tax rules, laws, court cases, and IRA planning strategies, students acquire the skills to successfully meet their clients’ needs. The program contains a robust, action-oriented manual for each course, resource materials, a video presentation from Ed Slott and his team of IRA experts, and access to the most frequently asked questions on course topics.
Related Programs:
- CE: 12LAH
- CE: 12G
- CE: 12LH
- CE: 11LH/1LTC
- CE: 12G
- CE: 12LAH
- CE: 12L
- CE: 11LAH/LTC
- CE: 11LAH/1LTC
- CE: 12G
- CE: 12G
- CE: 12 LH
- CE: 12LAH
- CE: 12G
- CE: 12ANN
- CE: 15
- CE: 12LHV
- CE: 12LH
- CE: 12G
- CE: 27.5G
- CE: 12LA
- CE: 12G
- CE: 11LHV/1LTC
- CE: 12G
- CE: 12G
- CE: 12G
- CE: 12G
- CE: 10LH
- CE: 12LAH
- CE: 12LH
- CE: 12G
- CE: 8LH
- CE: 12LH,LTC
CE 164 Comp. Exam-Ed Slott and Company IRA Success powered by The American College of Financial Services
View Course Details
Ed Slott and Company’s IRA Success powered by The American College of Financial Services
is a 12-course program dedicated to enriching the knowledge of the financial professional. Through applied, actionable education on the latest tax rules, laws, court cases, and IRA planning strategies, students acquire the skills to successfully meet their clients’ needs. The program contains a robust, action-oriented manual for each course, resource materials, a video presentation from Ed Slott and his team of IRA experts, and access to the most frequently asked questions on course topics.
Related Programs:
- CE: 12LAH
- CE: 12G
- CE: 12LH
- CE: 11LH/1LTC
- CE: 12G
- CE: 12LAH
- CE: 12L
- CE: 11LAH/LTC
- CE: 11LAH/1LTC
- CE: 12G
- CE: 12G
- CE: 12 LH
- CE: 12LAH
- CE: 12ANN
- CE: 15
- CE: 12LH
- CE: 12G
- CE: 12LA
- CE: 12G
- CE: 11LHV/1LTC
- CE: 12G
- CE: 12G
- CE: 12G
- CE: 12G
- CE: 10LH
- CE: 12LAH
- CE: 12LHV
- CE: 12LH
- CE: 12G
- CE: 8LH
- CE: 12LH,LTC
CFP Board Approved Ethics CE
View Course Details
This program fulfills the requirement for CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which is effective October 1, 2019.
Related Programs:
- CE: 2E
CFP The Premium BIF Review
View Course Details
The BIF Review is the ideal complement to The American College of Financial Services’ rigorous CFP® Certification Education Program. The BIF Review’s progressive 8-week schedule focuses exclusively on topics necessary for success on the CFP® Exam.
Candidates that choose to combine the in-depth foundational knowledge gained from The College with the targeted Exam Prep resources and strategies provided by The BIF Review should rest-assured knowing they are doing everything possible to set themselves up for Exam Day success.
Related Programs:
- Available CE:0
CHLF 400 The Leadership Role
View Course Details
This course covers four areas: the leadership role, who is the leader, leadership traits, and contingency approaches to leadership. This course provides the insight required for leaders to learn what type of leader they are and to understand those that they lead. Self-discovery is important so the leader understands how and why they respond in certain situations. This course explores how leadership is different from management, leadership competencies, and the application of skills for successful leadership.
Related Programs:
CLF®
- Available CE:0
CHLF 410 Leadership Communication
View Course Details
This course covers a variety of areas: leadership communication, intrapersonal and interpersonal effectiveness, networking, mentoring, coaching, leading and empowering others. Communication is critical for proper operation of today’s organizations and companies. This course explores various ways to communicate verbally and non-verbally and as many other ways to ensure the organization is informed as to what is required. In addition, the importance of effective meetings, feedback, delegation, and empowerment are essential for mission accomplishment.
Related Programs:
CLF®
- Available CE:0
CHLF 420 Organizational Culture and Leadership
View Course Details
Participants evaluate organizational culture and leadership in business and formulate ways to develop effective cultures within their organizations. Integration of systems and processes as part of the culture is also addressed in the course. The objective is that a leader contributes much to culture and must lead others to productive and successful cultures.
Related Programs:
CLF®
- Available CE:0
CHLF 430 Strategic Leadership-Planning
View Course Details
Participants evaluate strategic leadership and planning in business and formulate ways to develop strategies within their organizations. Successful execution of developed strategies and business plans are also addressed in the course. The objective is that a leader provides the foresight of what is to come and ensures that the organization is ready to execute and grow in a way dictated by the business plan.
Related Programs:
CLF®
- Available CE:0
CHLF 440 Team Leadership Ethics Diversity and Crisis Leadership
View Course Details
Participants evaluate team leadership, ethics, diversity, and crisis leadership in business and formulate ways to lead diverse organizations in an ethical manner. The importance of team and crisis leadership are also emphasized in the course. within their organizations. Successful execution of developed strategies and business plans are also addressed in the course. The objective is that a leader provides the foresight of what is to come and ensures that the organization is ready to execute and grow in a way dictated by the business plan.
Related Programs:
CLF®
- Available CE:0
CHLF 450 Leading in a Changing Environment
View Course Details
Participants evaluate leading in a changing environment in business and formulate ways to lead diverse organizations by dealing with organizational change. The importance of understanding and diagnosing change are also emphasized in the course. Successful change leadership perspectives and processes are also addressed in the course. The objective is that a leader provides the foresight of what is to come and ensures that the organization is ready to execute and grow in a way dictated by the business plan.
Related Programs:
CLF®
- Available CE:0
EXEC 410 CEEE Executive Leadership Program
View Course Details
The program is an Executive Level Training aimed at preparing the next generation of Black & under-represented leaders in the financial industry. It is taught with hands-on interactive seminars with a combination of live in-person events and live virtual events.
Related Programs:
- Available CE:0
Our courses do not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing our courses.
CE 162 Estate and Life Insurance Planning with IRAs
View Course Details
This course provides an overview on estate and life insurance planning with IRAs. Students explore using life insurance as a planning solution to replace the stretch IRA, how to plan for estate tax uncertainty, and the application of IRA strategies to increase insurance and annuity sales.
Related Programs:
- CE: 1.5G
CE 163 Ed Slott and Company IRA Success powered by The American College of Financial Services
View Course Details
Ed Slott and Company’s IRA Success powered by The American College of Financial Services
is a 12-course program dedicated to enriching the knowledge of the financial professional. Through applied, actionable education on the latest tax rules, laws, court cases, and IRA planning strategies, students acquire the skills to successfully meet their clients’ needs. The program contains a robust, action-oriented manual for each course, resource materials, a video presentation from Ed Slott and his team of IRA experts, and access to the most frequently asked questions on course topics.
Related Programs:
- CE: 12LAH
- CE: 12G
- CE: 12LH
- CE: 11LH/1LTC
- CE: 12G
- CE: 12LAH
- CE: 12L
- CE: 11LAH/LTC
- CE: 11LAH/1LTC
- CE: 12G
- CE: 12G
- CE: 12 LH
- CE: 12LAH
- CE: 12G
- CE: 12ANN
- CE: 15
- CE: 12LHV
- CE: 12LH
- CE: 12G
- CE: 27.5G
- CE: 12LA
- CE: 12G
- CE: 11LHV/1LTC
- CE: 12G
- CE: 12G
- CE: 12G
- CE: 12G
- CE: 10LH
- CE: 12LAH
- CE: 12LH
- CE: 12G
- CE: 8LH
- CE: 12LH,LTC
CE 164 Comp. Exam-Ed Slott and Company IRA Success powered by The American College of Financial Services
View Course Details
Ed Slott and Company’s IRA Success powered by The American College of Financial Services
is a 12-course program dedicated to enriching the knowledge of the financial professional. Through applied, actionable education on the latest tax rules, laws, court cases, and IRA planning strategies, students acquire the skills to successfully meet their clients’ needs. The program contains a robust, action-oriented manual for each course, resource materials, a video presentation from Ed Slott and his team of IRA experts, and access to the most frequently asked questions on course topics.
Related Programs:
- CE: 12LAH
- CE: 12G
- CE: 12LH
- CE: 11LH/1LTC
- CE: 12G
- CE: 12LAH
- CE: 12L
- CE: 11LAH/LTC
- CE: 11LAH/1LTC
- CE: 12G
- CE: 12G
- CE: 12 LH
- CE: 12LAH
- CE: 12ANN
- CE: 15
- CE: 12LH
- CE: 12G
- CE: 12LA
- CE: 12G
- CE: 11LHV/1LTC
- CE: 12G
- CE: 12G
- CE: 12G
- CE: 12G
- CE: 10LH
- CE: 12LAH
- CE: 12LHV
- CE: 12LH
- CE: 12G
- CE: 8LH
- CE: 12LH,LTC
CFP Board Approved Ethics CE
View Course Details
This program fulfills the requirement for CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which is effective October 1, 2019.
Related Programs:
- CE: 2E
CFP The Premium BIF Review
View Course Details
The BIF Review is the ideal complement to The American College of Financial Services’ rigorous CFP® Certification Education Program. The BIF Review’s progressive 8-week schedule focuses exclusively on topics necessary for success on the CFP® Exam.
Candidates that choose to combine the in-depth foundational knowledge gained from The College with the targeted Exam Prep resources and strategies provided by The BIF Review should rest-assured knowing they are doing everything possible to set themselves up for Exam Day success.
Related Programs:
- Available CE:0
CHLF 400 The Leadership Role
View Course Details
This course covers four areas: the leadership role, who is the leader, leadership traits, and contingency approaches to leadership. This course provides the insight required for leaders to learn what type of leader they are and to understand those that they lead. Self-discovery is important so the leader understands how and why they respond in certain situations. This course explores how leadership is different from management, leadership competencies, and the application of skills for successful leadership.
Related Programs:
CLF®
- Available CE:0
CHLF 410 Leadership Communication
View Course Details
This course covers a variety of areas: leadership communication, intrapersonal and interpersonal effectiveness, networking, mentoring, coaching, leading and empowering others. Communication is critical for proper operation of today’s organizations and companies. This course explores various ways to communicate verbally and non-verbally and as many other ways to ensure the organization is informed as to what is required. In addition, the importance of effective meetings, feedback, delegation, and empowerment are essential for mission accomplishment.
Related Programs:
CLF®
- Available CE:0
CHLF 420 Organizational Culture and Leadership
View Course Details
Participants evaluate organizational culture and leadership in business and formulate ways to develop effective cultures within their organizations. Integration of systems and processes as part of the culture is also addressed in the course. The objective is that a leader contributes much to culture and must lead others to productive and successful cultures.
Related Programs:
CLF®
- Available CE:0
CHLF 430 Strategic Leadership-Planning
View Course Details
Participants evaluate strategic leadership and planning in business and formulate ways to develop strategies within their organizations. Successful execution of developed strategies and business plans are also addressed in the course. The objective is that a leader provides the foresight of what is to come and ensures that the organization is ready to execute and grow in a way dictated by the business plan.
Related Programs:
CLF®
- Available CE:0
CHLF 440 Team Leadership Ethics Diversity and Crisis Leadership
View Course Details
Participants evaluate team leadership, ethics, diversity, and crisis leadership in business and formulate ways to lead diverse organizations in an ethical manner. The importance of team and crisis leadership are also emphasized in the course. within their organizations. Successful execution of developed strategies and business plans are also addressed in the course. The objective is that a leader provides the foresight of what is to come and ensures that the organization is ready to execute and grow in a way dictated by the business plan.
Related Programs:
CLF®
- Available CE:0
CHLF 450 Leading in a Changing Environment
View Course Details
Participants evaluate leading in a changing environment in business and formulate ways to lead diverse organizations by dealing with organizational change. The importance of understanding and diagnosing change are also emphasized in the course. Successful change leadership perspectives and processes are also addressed in the course. The objective is that a leader provides the foresight of what is to come and ensures that the organization is ready to execute and grow in a way dictated by the business plan.
Related Programs:
CLF®
- Available CE:0
EXEC 410 CEEE Executive Leadership Program
View Course Details
The program is an Executive Level Training aimed at preparing the next generation of Black & under-represented leaders in the financial industry. It is taught with hands-on interactive seminars with a combination of live in-person events and live virtual events.
Related Programs:
- Available CE:0