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A Center for Continuing Education
(770) 702-7917
(800) 344-1921
Fax: (770) 702-7914
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Special Pricing For Certified Financial Planners
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Special course
offerings from A Center For Continuing Education
for Certified Financial Planners. These specials are available
for a limited time, order today.
Each course appears with the format, number of CEU's and
the associated fee. For additional details about a specific course click on the course name.
Your shopping cart contains ALL the courses in this special package. Just click the Check Out
button to complete your purchase. CFP courses are approved in all 50 states. To see if the courses are approved for
Insurance CEU's in a specific state, select that state from the list below.
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| Please select a State from
the list to see Insurance CEU's
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Please be aware, effective 1/1/2023, the CFP board is now collecting a filing fee of $1.25 per hour and it will be added to your total. Purchase one course at the full price and the
Required CFP Code of Ethics course can be purchased for
$20 with purchase of one additional course! Online courses can be taken on any device.
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| Course
Name (Format) |
CEU |
Cost |
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| | ACCE CFP Board Code of Ethics (Required ETHICS) (Online) | 2 | $17 | Buy |
| | Annuities Today (Online) | 7 | $10 | Buy | Your Annuities Today course delves into the specialized area of Annuities. It pays special attention to the types of annuities. It explores the issues specific to annuities and their role in the accumulation and distribution of money arenas.
Consumer attitudes toward retirement are explored.
Distribution and tax consequences for withdrawals that are a fundamental component of annuity accumulation programs are detailed. It examines the types of annuities - Fixed, Variable, and Indexed - due to the many types available in the marketplace.
The parties to an annuity are reviewed along with their rights and responsibilities.
The provisions of fixed, variable, and indexed annuities are looked at closely; and how they affect consumers.
Taxation of qualified and non-qualified annuities is dissected and illustrated. It reviews specific qualified tax sheltered plans.
The primary uses of annuities are also examined.
This annuity course includes information on the following topics:
♣ All kinds of annuities and various classifications;
♣ Who are the parties to an annuity;
♣ How contract provisions of all annuity types affect consumers;
♣ Income taxation of qualified and nonqualified annuities;
♣ Why annuities are used;
♣ Client-centered sales practices; and
♣ Replacement only if in client’s best interest.
Besides the goal of fulfilling your special continuing education requirements, it is our hope that you will acquire a new and/or renewed level of competency and insight into this highly critical area for our client’s future through annuities as a part of it.
Whether you are a newer financial planner, agent or a veteran, we’re confident that you will gain new insight into this critical area for consumers as well as sharpen your saw on current info and regulations pertinent to this area of your specialized expertise.
Enjoy!
(161 pages - 35 questions)
(Close Detail) |
| | End of Life Issues & Advance Directives (Online) | 3 | $10 | Buy |
| | Got Retirement? What About IRAs..... (Online) | 3 | $10 | Buy |
| | Keys To Asset Allocation (Online) | 4 | $10 | Buy |
| | Mutual Fund Investing (Online) | 5 | $10 | Buy |
| | Retirement...Individual & Employer Sponsored Plans (Online) | 6 | $10 | Buy |
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**These courses can be purchased for the reduced price shown in blue,
when an additional course is purchased at the full price.
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A Center for Continuing Education
2550 Sandy Plains Road, Suite 225-138 ♦ Marietta, Georgia 30066
(770) 702-7917 ♦ (800) 344-1921 ♦ Fax: (770) 702-7914
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