Kaplan Financial Education is proud to partner with the Fraternal Field Managers’ Association (FFMA) to offer training for member organizations. With four courses chosen to develop skills in this respected industry, the Fraternal Insurance Counselor designation is the first step in gaining the knowledge needed to provide clients with the best service possible.
Basic Course, Part A: Introduction to Life Insurance
Learn the fundamentals of life insurance and successful selling.
Basic Course, Part B: Ethics for the Insurance Professional
An excellent ethics guide for insurance agents, this course is a balanced presentation of insurance agents' principle relationships with their culture.
Intermediate Course: Needs Analysis
Presenting the basics of needs-based consultative selling, this course teaches producers to compare a client’s financial objectives to their existing resources. This approach makes the needs for additional insurance crystal clear to the client.
Advanced Course: Introduction to Advanced Markets
This course outlines the concepts producers must understand to move into advanced markets. It explains how to prospect for and get the attention of business owners, as well as discusses succession planning, group insurance, executive bonus plans, split dollar, qualified retirement plans, and more.
All new FIC candidates must meet the following qualifications:
FIC candidates must complete all course work and pass the exams within three years of initial enrollment. No credit will be given for exams passed outside of the three-year time period. Separate time periods apply to the FIC and FICF study; and each course is available online for one year.
Final exams for these correspondence courses consist of multiple-choice questions. Grades are reported as a percentage of correct answers. Candidates who answer 70% or more of the questions correctly pass the test. Those not passing a test may retest after 30 days and payment of required fees.
Applying for an Exam
Exam Administration and Proctoring Rules
As a Fraternal Life Underwriter, I will maintain the utmost professional standards toward my client and at the same time maintain a position of trust and loyalty to my Society. I will maintain the highest ethical balance between these two obligations.