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California

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California 8-Hour Long-Term Care Training

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California 2025 Eight-Hour Annuity Training

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California 2025 Four-Hour Annuity Training

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California Variable Life Insurance Policies

ethics for financial planner

Ethics for the Financial Services Practitioner

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Ethical Considerations in Selling to Seniors

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California Life Insurance Policies Training

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Nonqualified Plans

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Principles of Reinsurance

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Disability Insurance Products and Principles

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What Others Say

Testimonials

Some of the comments received on our courses over the years are shown right here.

Over the last several years I have taken a number of your self-study courses. I find them well-written, organized and most of all, up-to-date. Thank you for the professionalism in your courses that I do not find in many other CPE products – I actually look for yours now!

user08

CPA/CFP, CA

Just a quick shout out to you for your wonderful course 2022 Tax Filing Season Update. What a remarkable high quality job—great reference materials and I think the computational questions, while trick, were brilliant. I am very impressed! Keep up the good work!

user01

CPA, MST. NY

Great material and very pertinent information.

user09

CFP, WI

It was awesome!

user13

CFP, WI

Excellent course, easy to understand.

user11

CFP, WI

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Office:
(470) 824-1115

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Additional Contact:
(757) 253-8075

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