Course curriculum

    1. Understanding The Importance of Asset Ownership

    2. Asset Ownership Knowledge Quiz

    3. Introduction to Qualified Accounts

    4. Introduction to Qualified Accounts Knowledge Quiz

    5. Required Minimum Distributions

    6. RMD Knowledge Quiz

    7. Basic Estate Planning

    8. Basic Estate Planning Knowledge Quiz

    1. Moving Money For Clients

    2. Moving Money For Clients Knowledge Quiz

    3. Preparing Client Review Meetings

    4. Preparing Client Review Meetings Knowledge Quiz

    5. Navigating The Passing Of A Client

    6. Navigating The Passing Of A Client Knowledge Quiz

    7. Trading for Client Accounts

    8. Trading for Client Accounts Knoweldge Quiz

    1. Providing Outstanding Client Service Part 1

    2. Providing Outstanding Client Service Part 2

    3. Providing Outstanding Client Service Part 3

    4. Providing Outstanding Client Service Part 4

    5. Providing Outstanding Client Service Knowledge Quiz

    6. Mastering Difficult Clients

    7. Mastering Difficult Clients Knowledge Quiz

    8. Critical Thinking Skills Part 1

    9. Critical Thinking Skills Part 2

    10. Critical Thinking Skills Part 3

    11. Critical Thinking Skills Knowledge Quiz

    12. Copy of Attention To Detail

    13. Copy of Attention To Detail Knowledge Quiz

    1. Introduction to stocks

    2. Introduction to Stocks Knowledge Quiz

    3. Introduction to bonds

    4. Introduction to Bonds Knowledge Quiz

    5. Mutual Fund Fundamentals

    6. Mutual Fund Fundamentals Knowledge Quiz

    7. Exchange Traded Products

    8. Knowledge Quiz

    9. Insurance Basics

    10. Life Insurance

    11. Disability Insurance

    12. Long Term Care Insurance

    13. Insurance Basics Knowledge Quiz

    14. Annuity Basics

    15. Annuity Basics Knowledge Quiz

About this course

  • $349.00
  • Online Self-Study Format
  • 10-12 Hour Study Time

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