| Course
Name (Format) |
CEU |
Cost |
|
|
| ACCE CFP Board Code of Ethics (Required ETHICS)**($20) (Online) | 2 | $35.5 | Buy |
|
| Anti-Money Laundering (Online) | 5 | $32 | Buy |
| Anti-Money Laundering (Text Book) | 5 | $42 | Buy |
|
| Annuities (Text Book) | 5 | $51 | Buy |
|
| Annuities Today (Online) | 7 | $32 | Buy |
| Annuities Today (Text Book) | 7 | $51 | Buy |
|
| Asset Allocation (Online) | 4 | $32 | Buy |
| Asset Allocation (Text Book) | 4 | $61 | Buy |
|
| Business Retirement Plans (Online) | 4 | $22 | Buy |
| Business Retirement Plans (Text Book) | 4 | $32 | Buy |
|
| End of Life Issues & Advance Directives (Online) | 3 | $20 | Buy |
| End of Life Issues & Advance Directives (Text Book) | 3 | $27 | Buy |
|
| Estate Planning (Online) | 7 | $32 | Buy |
| Estate Planning (Text Book) | 7 | $51 | Buy |
|
| Evolution Of Health Insurance (Online) | 6 | $22 | Buy |
| Evolution Of Health Insurance (Text Book) | 6 | $51 | Buy |
|
| Exploring Deferred Annuities (Online) | 4 | $22 | Buy |
| Exploring Deferred Annuities (Text Book) | 4 | $32 | Buy |
|
| Got Retirement? What About IRAs..... (Online) | 3 | $27 | Buy |
| Got Retirement? What About IRAs..... (Text Book) | 3 | $32 | Buy |
|
| Health Insurance Plans (Online) | 4 | $32 | Buy |
| Health Insurance Plans (Text Book) | 4 | $61 | Buy |
|
| Intro To Variable Annuities (Online) | 5 | $21 | Buy |
| Intro To Variable Annuities (Text Book) | 5 | $32 | Buy |
|
| IRA Products and Simple Plans (Online) | 3 | $32 | Buy |
| IRA Products and Simple Plans (Text Book) | 3 | $61 | Buy |
|
| Keys To Asset Allocation (Online) | 4 | $22 | Buy |
| Keys To Asset Allocation (Text Book) | 4 | $32 | Buy |
|
| Life Insurance, Disability Income & Annuities (Online) | 7 | $32 | Buy |
| Life Insurance, Disability Income & Annuities (Text Book) | 7 | $51 | Buy |
|
| Mutual Fund Investing (Online) | 5 | $32 | Buy |
| Mutual Fund Investing (Text Book) | 5 | $42 | Buy |
|
| Mutual Funds and Individual Securities (Online) | 3 | $32 | Buy |
| Mutual Funds and Individual Securities (Text Book) | 3 | $61 | Buy |
|
| On Aging: LTC, LTC Insurance & LTC Partnership (Online) | 6 | $22 | Buy |
| On Aging: LTC, LTC Insurance & LTC Partnership (Text Book) | 6 | $51 | Buy |
|
| Personal Income Protection (Online) | 3 | $20 | Buy |
| Personal Income Protection (Text Book) | 3 | $27 | Buy |
|
| Retirement...Individual & Employer Sponsored Plans (Online) | 6 | $32 | Buy |
| Retirement...Individual & Employer Sponsored Plans (Text Book) | 6 | $51 | Buy |
|
| Roth & Other IRA Plans (Text Book) | 5 | $51 | Buy |
|
| Senior Fraud Awareness (Online) | 3 | $32 | Buy |
This course equips financial professionals with the knowledge and tools to identify, prevent, and address fraud schemes targeting senior clients. Participants will explore the unique vulnerabilities of the senior market, such as cognitive decline, isolation, and reliance on digital technologies, and learn how these factors are exploited by bad actors.
Through real-world case studies and actionable strategies, the course covers:
• Recognizing fraudulent schemes in annuities, life insurance, and investment products.
• Legal and ethical responsibilities for protecting senior clients from exploitation.
• Best practices for oversight, compliance, and safeguarding client relationships.
• Strategies to foster self-regulation and ethical behavior within financial practices.
By the end of this course, financial professionals will gain a deeper understanding of the senior market's needs, regulatory safeguards, and their critical role in maintaining trust and integrity in client relationships.
(Close Detail) |
|
| Small Business Retirement Plans (Text Book) | 2 | $20 | Buy |
|
| Suitability In Annuity Transactions (Online) | 6 | $32 | Buy |
| Suitability In Annuity Transactions (Text Book) | 6 | $51 | Buy |
|
| The Living Trust and Probate Avoidance (Text Book) | 4 | $61 | Buy |
|
| Understanding Living Trusts (Online) | 3 | $32 | Buy |
| Understanding Living Trusts (Text Book) | 3 | $61 | Buy |
|
