CFP and CIMA Course Catalog


* CIMA Credit Hours with "/" (slashes) = CE Credit / Ethics / Tax Regulation

Courses CFP
Credit
CIMA
Credit *
Updated Price  
4-Hour Annuity Training Course   4 4 January 2021 $38.95
Ethics for the Insurance Producer
Meets CIMA Ethics Requirement
  5 5 January 2021 $44.95
The Advisors Guide to 401(k) Plans   5 5 January 2021 $44.95
Long Term Care Insurance Training Course   5 5 April 2020 $44.95
Advisors Guide to Medicare and Medicaid   5 5 January 2021 $44.95
The Advisors Guide to Social Security Benefits   5 5 January 2021 $44.95
Retirement Planning   10 5 May 2020 $54.95
Small Business Retirement Plans and Ethical Practices
Includes CIMA Ethics
Includes CIMA Tax Regulation
  10 5/2/1 February 2020 $54.95
The Advisors Guide to Annuities and Ethical Practices
Includes CIMA Ethics
Includes CIMA Tax Regulation
  10 5/1/1 January 2021 $54.95
The Advisors Guide to IRAs
Includes CIMA Tax Regulation
  10 10/0/1 January 2021 $54.95
The Advisors Guide to Social Insurance Programs
Includes CIMA Tax Regulation
  10 10/0/1 January 2021 $54.95
Estate Planning   10 5 February 2020 $54.95
Guide to Retirement Planning Strategies
Includes CIMA Tax Regulation
  10 10/0/1 May 2020 $54.95

* Credit Hours with "/" (slashes) = CE Credit / Ethics / Tax Regulation