The study notes and materials for each level of the CFA program is updated and accurate for current exam question content. Using the most reliable study notes is vital is preparing for the Chartered Financial Analyst certification.
Test Guides
We provide study guides to compliment the main study notes with the course.
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Our CFA pass rate is one of the highest in the country and comes with a money back guarantee for each level.
CFA Test Training Course - CFA Class, Exam Training - Classified Ad
Monday, September 13, 2010
Wednesday, May 26, 2010
California Pre License Insurance Course
Begin training online to become a California insurance broker or agent and passing the pre license exam. American Investment Training's virtual online test course includes subjects for life and health, adjuster and courses for California P & C property and casualty licensing. Study and learn to pass the pre license insurance exam online using AIT's virtual university.
The course provides online exams with specific areas of selection of topic tests and final exams. The training also provides for test grading and feedback and unlimited attempts for all practice and final insurance exams during the course.
Life and Health Exam
Before you can offer or sell life and health insurance in California, you must complete training and pass the pre-license test. Using our online class, students can take a full interactive course or you can take practice exams, if you are using other life and health study material.
Our pre licensing course will teach you all of the topics and principles, as it applies to insurance rules, regulations and California state law.
The online course covers life, accident and health insurance concepts applicable to all state producer licensing tests, giving California students the training information they need to help pass the exam on the first try. This exam course is intended as a fully interactive introduction to health, accident and disability insurance.
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California Insurance Agent Training
The course provides online exams with specific areas of selection of topic tests and final exams. The training also provides for test grading and feedback and unlimited attempts for all practice and final insurance exams during the course.
Life and Health Exam
Before you can offer or sell life and health insurance in California, you must complete training and pass the pre-license test. Using our online class, students can take a full interactive course or you can take practice exams, if you are using other life and health study material.
Our pre licensing course will teach you all of the topics and principles, as it applies to insurance rules, regulations and California state law.
The online course covers life, accident and health insurance concepts applicable to all state producer licensing tests, giving California students the training information they need to help pass the exam on the first try. This exam course is intended as a fully interactive introduction to health, accident and disability insurance.
Visit:
California Insurance Agent Training
Thursday, January 29, 2009
IRMI Insurance Law for P and C Insurance Agents
CE Course with 6 hours credit for Property and Casualty insurance agents, brokers and other licensed employees with the P&C designation.
This course provides an overview of insurance laws relating to the property and casualty (P&C) insurance industry. Legal issues affect nearly every aspect of the insurance transaction and a solid grounding in these concepts assists the insurance professional in numerous ways, whether that person is an agent, broker, adjuster, or underwriter. The target audience of this course is insurance professionals with a variety of experience who want to learn more about the legal aspects of property and casualty insurance.
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The course begins with an explanation of how insurance policies conform to property law, initially focusing on the different types of property. The rights and titles to property, bailments, security interests in property, and valuation of damaged property are also discussed. The following chapter discusses legal liability—a concept that is crucial to a proper understanding of liability insurance. A large part of this section concentrates on the complex issue of negligence, including the four elements of negligence and defenses in a negligence suit.
Agency law is a key area when it comes to legal principles for P&C insurance professionals. The insurance transaction begins with the agent or broker and defining what these terms mean is the logical first step in reviewing the concept of agency. Types of agency authority, categories of insurance agents, and differentiating agents from brokers are all reviewed. A discussion of the legal environment of underwriting follows, with an emphasis on the steps of the underwriting process and the legal restrictions that underwriters face.
Following the underwriting discussion is a review of the legal environment of the claims adjusting process. This chapter covers the types of adjusters, the insured’s duties after a loss, the insurer’s duties after a loss, the insurer’s options in responding to the claim, the process of resolving the claim, and related legal issues. The course concludes with a review of key consumer laws, such as the Fair Credit Reporting Act, insurance consumer bill of rights laws that many jurisdictions have adopted, and fair claims settlement laws in general.
Insurance CE Training
This course provides an overview of insurance laws relating to the property and casualty (P&C) insurance industry. Legal issues affect nearly every aspect of the insurance transaction and a solid grounding in these concepts assists the insurance professional in numerous ways, whether that person is an agent, broker, adjuster, or underwriter. The target audience of this course is insurance professionals with a variety of experience who want to learn more about the legal aspects of property and casualty insurance.
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The course begins with an explanation of how insurance policies conform to property law, initially focusing on the different types of property. The rights and titles to property, bailments, security interests in property, and valuation of damaged property are also discussed. The following chapter discusses legal liability—a concept that is crucial to a proper understanding of liability insurance. A large part of this section concentrates on the complex issue of negligence, including the four elements of negligence and defenses in a negligence suit.
Agency law is a key area when it comes to legal principles for P&C insurance professionals. The insurance transaction begins with the agent or broker and defining what these terms mean is the logical first step in reviewing the concept of agency. Types of agency authority, categories of insurance agents, and differentiating agents from brokers are all reviewed. A discussion of the legal environment of underwriting follows, with an emphasis on the steps of the underwriting process and the legal restrictions that underwriters face.
Following the underwriting discussion is a review of the legal environment of the claims adjusting process. This chapter covers the types of adjusters, the insured’s duties after a loss, the insurer’s duties after a loss, the insurer’s options in responding to the claim, the process of resolving the claim, and related legal issues. The course concludes with a review of key consumer laws, such as the Fair Credit Reporting Act, insurance consumer bill of rights laws that many jurisdictions have adopted, and fair claims settlement laws in general.
Insurance CE Training
Financial Planning with Insurance Training - CE Credits Online
American Investment Training has online courses for Life and health agents.
Financial Planning with Insurance - 12 hours Continuing Education approved online.
Course Description:
Financial Planning with Insurance is designed to provide an overview of the financial planning process and to identify items that you should consider when helping clients develop a sound financial plan. The course is structured to reflect in each chapter the major phases of the financial planning process.
The specific learning objectives for this course are the following:
to understand the primary components of a financial plan;
to know the specific information you must gather on a client to develop a
comprehensive and useful financial plan;
to learn the process of successfully analyzing the financial and non-financial needs of a client by matching current assets, income, expenses, liabilities, and contingencies to the stated goals of the client;
to recognize the importance of creating impact scenarios for your client; these scenarios are unexpected situations that arise that can significantly impact a financial plan;
to understand how to project the values of a client's assets at certain target dates for specific objectives;
to identify how to manage risk with certain insurance products;
to understand how to help clients successfully achieve the goals of college, retirement, and estate planning with a thorough and detailed financial plan.
Life and Health CE Courses
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Financial Planning with Insurance - 12 hours Continuing Education approved online.
Course Description:
Financial Planning with Insurance is designed to provide an overview of the financial planning process and to identify items that you should consider when helping clients develop a sound financial plan. The course is structured to reflect in each chapter the major phases of the financial planning process.
The specific learning objectives for this course are the following:
to understand the primary components of a financial plan;
to know the specific information you must gather on a client to develop a
comprehensive and useful financial plan;
to learn the process of successfully analyzing the financial and non-financial needs of a client by matching current assets, income, expenses, liabilities, and contingencies to the stated goals of the client;
to recognize the importance of creating impact scenarios for your client; these scenarios are unexpected situations that arise that can significantly impact a financial plan;
to understand how to project the values of a client's assets at certain target dates for specific objectives;
to identify how to manage risk with certain insurance products;
to understand how to help clients successfully achieve the goals of college, retirement, and estate planning with a thorough and detailed financial plan.
Life and Health CE Courses
Post Your FREE Resume Today to attract top employers!
Free: Finding Jobs at $80,000 to $500,000+
Sunday, September 21, 2008
CFP CE Continuing Education Hours - CFP Credits
Earn you CFP CE credit hours online. Full credit and tracking. Approved online training for CFP Continuing Education.
30 hour CE course - Only 99$ This includes 9 subjects, covering 30 hours towards your CFP continuing education license. The topic areas are: Annuities 2 hour credit Advanced Estate Planning 2.5 hours Ethics for Insurance Agents 4 credit hours Life, Health, Disability and Long Term Care 3.5 hours Long Term Care 5 hour Medicare 1.5 hours Principles of Insurance 8.5 credit hours 401 k Plans 1 hour CFP Board Code of Ethics 2 hours
CFP ce hours Course
30 hour CE course - Only 99$ This includes 9 subjects, covering 30 hours towards your CFP continuing education license. The topic areas are: Annuities 2 hour credit Advanced Estate Planning 2.5 hours Ethics for Insurance Agents 4 credit hours Life, Health, Disability and Long Term Care 3.5 hours Long Term Care 5 hour Medicare 1.5 hours Principles of Insurance 8.5 credit hours 401 k Plans 1 hour CFP Board Code of Ethics 2 hours
CFP ce hours Course
Tuesday, July 29, 2008
Anti Money Laundering CE Training Credits - AML
This continuing education course - Anti-Money Laundering - is designed to introduce the student to the Patriot Act, Anti-Money Laundering programs and the rules pertaining to insurance companies and broker/dealers, as well as familiarize the individual with the Bank Secrecy Act and the SEC's involvement with money laundering.
To begin, this course reviews the background of the Patriot Act and the impact of the Act, the definition of money laundering and details of the Customer Identification Program. Discussed are compliance issues related to the Treasury Department in identifying "problem counties," political figures, etc. The effective date of insurance companies complying with the new rules is May 2, 2006 and this course continues on outlining the specific program and the required elements.
The next discussion details international counter money laundering and the Bank Secrecy Act Amendments and related inprovements. The SEC has introduced plans to conduct examinations of brokers dealers and this course outlines what to expect from the SEC and what the SEC recommends broker/dealers do to comply. Also included in this course is a review of the Bank Secrecy Act and details of an Anti-Money Laundering Compliance program for Broker/Dealer and Investment Advisor Firms with a sample of Broker/Dealer Branch procedures. A discussion of common money laundering schemes and hurricane related benefit fraud concludes this program.
Online Insurance CE Courses
Series 6 Online Licensing Course
To begin, this course reviews the background of the Patriot Act and the impact of the Act, the definition of money laundering and details of the Customer Identification Program. Discussed are compliance issues related to the Treasury Department in identifying "problem counties," political figures, etc. The effective date of insurance companies complying with the new rules is May 2, 2006 and this course continues on outlining the specific program and the required elements.
The next discussion details international counter money laundering and the Bank Secrecy Act Amendments and related inprovements. The SEC has introduced plans to conduct examinations of brokers dealers and this course outlines what to expect from the SEC and what the SEC recommends broker/dealers do to comply. Also included in this course is a review of the Bank Secrecy Act and details of an Anti-Money Laundering Compliance program for Broker/Dealer and Investment Advisor Firms with a sample of Broker/Dealer Branch procedures. A discussion of common money laundering schemes and hurricane related benefit fraud concludes this program.
Online Insurance CE Courses
Series 6 Online Licensing Course
Retirement Planning Strategies Course - Insurance CE
Earn your CE credits for insurance licensing by taking the retirement planning strategies Continuing education agent license course. This is approved for all states where it is offered.
The purpose of this ce course is to provide a thorough orientation to the concept of retirement planning and how the licensed producer – through the products and services he or she offers – can help consumers plan for this vital stage of their lives. The course focuses on products and plans that are specifically designed to accumulate and distribute retirement funds and ensure financial security for late-life health care needs. The course covers the basics of developing a retirement funding plan, the many plans that are available for accumulating retirement savings, and the types of investment products that can be used to fund a retirement plan. Also addressed is the complex topic of retirement plan distributions and the many rules and regulations that surround this issue.
Finally, the course addresses the subject of health care for the retiree, and the available plans that cover this need, including Medicare, Medicare supplement policies and long-term care insurance policies.
The course covers the following topics:
The New Retiree
Basics of Retirement Planning
Social Security
Qualified Employer Plans
401(k) Plans
Retirement Plans for Small Businesses and the Self-Employed
Individual Retirement Accounts
Annuities
Retirement Plan Distributions
Health Care for the Retiree
This is a 10 hour CE course
Finance Broker Jobs
The purpose of this ce course is to provide a thorough orientation to the concept of retirement planning and how the licensed producer – through the products and services he or she offers – can help consumers plan for this vital stage of their lives. The course focuses on products and plans that are specifically designed to accumulate and distribute retirement funds and ensure financial security for late-life health care needs. The course covers the basics of developing a retirement funding plan, the many plans that are available for accumulating retirement savings, and the types of investment products that can be used to fund a retirement plan. Also addressed is the complex topic of retirement plan distributions and the many rules and regulations that surround this issue.
Finally, the course addresses the subject of health care for the retiree, and the available plans that cover this need, including Medicare, Medicare supplement policies and long-term care insurance policies.
The course covers the following topics:
The New Retiree
Basics of Retirement Planning
Social Security
Qualified Employer Plans
401(k) Plans
Retirement Plans for Small Businesses and the Self-Employed
Individual Retirement Accounts
Annuities
Retirement Plan Distributions
Health Care for the Retiree
This is a 10 hour CE course
Finance Broker Jobs
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