IMPORTANT: Students taking Classroom Equivalency (CLEQ) courses must complete the feedback unit found at the end of the course in order for the course to be considered complete.
Course Title
Skill Level
Credit Hours
Details
401(k) Plans, 6th Edition
Intermediate
Life and Health:
5.0
Eligible CE IWI:
4.0
Eligible CFP® CE:
4.0
Advance Planning for Senior Needs, 5th Edition
Advanced
Life, Accident and Health:
10.0
Eligible CE IWI:
8.5
Eligible CFP® CE:
8.5
Advising Clients on Medicare, 2nd Edition
Intermediate
Life and Health:
2.0
Eligible CE IWI:
2.0
Eligible CFP® CE:
2.0
AML Best Practices for the Life Insurance Industry, 3rd Edition [ClearCert Approved]
Intermediate
General:
3.0
Eligible CE IWI:
3.0
Eligible CFP® CE:
2.0
Annuity Essentials and FINRA Rule 2330, 2nd Edition
Intermediate
Life:
3.0
Eligible CE IWI:
3.0
Eligible CFP® CE:
2.0
Annuity Fundamentals and Applying FINRA Rule 2330
Intermediate
General:
4.0
Eligible CE IWI:
3.0
Annuity Suitability and Best Interest Standard: 4-hour Training Course [ClearCert Approved]
Intermediate
Annuity Best Interest 4:
4.0
Eligible CFP® CE:
3.5
Annuity Training Course - NAIC/FINRA Rules and Regulations
Intermediate
Life:
6.0
Eligible CE IWI:
2.5
Eligible CFP® CE:
5.5
Anti-Money Laundering Back to Basics [ClearCert approved]
Utah