Insurance Continuing Education Courses for CFP® Certification

Kaplan University School of Professional and Continuing Education

Financial Education

Insurance Continuing Education Courses for CFP? Certification

The following Insurance Continuing Education courses are approved for CFP? Certification renewal*

* Course approvals subject to change

Updated 2/6/17

Course Name 401(k) Plans, 6th Edition Advance Planning for Senior Needs, 4th Edition Advising Clients on Medicare, 2nd Edition AML Best Practices for the Life Insurance Industry, 2nd Edition AML Training Program for Life Insurance Agents Annuities for Today's Investor, 1st Edition, 3rd Revision Annuity Concepts, 2nd Edition, Revised Annuity Suitability and Disclosure Annuity Suitability: 4-Hour Training Course, 2nd Edition Annuity Training Course - NAIC/FINRA Rules and Regulations Anti-Money Laundering Guidelines for Insurers Anti-Money Laundering Laws and Practices Anti-Money Laundering Programs for Life Insurance Companies, 1st Edition Anti-Money Laundering Rules for Insurance Companies Anti-Money Laundering Standards for the Insurance Industry Anti-Money Laundering Training for Insurance Professionals Asset Allocation in Variable Annuities, 2nd Edition Asset Allocation, 1st Edition Revised Business Continuation Training Course, 3rd Edition Business Insurance Concepts, 10th Edition California 8-Hour Annuity Training Course, 3rd Edition California 8-Hour Long-Term Care Training Course, 2nd Edition California 8-Hour Mandatory Long-Term Care Course Disability Income Insurance, 3rd Edition Distribution Planning: Required Distributions, 2nd Edition Equity-Indexed Annuities, 3rd Edition Estate Planning Concepts, 12th Edition Ethical Insurance Producer Ethical Practices, 2nd Edition Revised Ethics, 3rd Edition Ethics at Work Ethics for the Insurance Professional, 4th Edition Financial Challenges Facing Retirees, 4th Edition Financial Planning Process, 9th Edition Financial Products Training Course, 6th Edition FINRA Rule 2330: Deferred Variable Annuities Group Insurance, 7th Edition Health Care Reform, 2nd Edition Health Concepts, 20th Edition Health Insurance Fundamentals Health Savings Accounts, 2nd Edition Idaho Annuity 4-Hour Training Course ILITs and Estate Planning, 2nd Edition Indexed Products Indexed Products, 1st Edition (Florida) Indiana Long-Term Care and Partnership Program 5-Hour Refresher Course Insurance Ethics and Consumer Protection Introduction to Advanced Markets, 4th Edition Introduction to Life Insurance, 2nd Edition, 3rd Revision Introduction to Trusts: Case Studies, 2nd Edition

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Approved Hours 4 5 2 1.5 1 3 3 4 3 5.5 1 2.5 1.5 1 2 2 1 2 5 5 5 5 4.5 5 1 2 5 3 4 3 2 3 2.5 5 5 1 4 1.5 5 5 4 4 1.5 5 5 4 1 5 5 1.5

Kaplan University School of Professional and Continuing Education

Financial Education

Insurance Continuing Education Courses for CFP? Certification

The following Insurance Continuing Education courses are approved for CFP? Certification renewal*

* Course approvals subject to change

Updated 2/6/17

Course Name Investing Retirement Assets, 3rd Edition Life Concepts, 18th Edition Revised Life Insurance in Action Life Insurance Policy Comparison and Underwriting, 2nd Edition Long-Term Care and Partnership Program 4-Hour Refresher Course, 2nd Edition Long-Term Care and Partnership Programs Initial 8-Hour Course, 2nd Edition, Revised Long-Term Care Concepts Long-Term Care Coverage Combined with Annuities and Life Insurance Long-Term Care Suitability, 2nd Edition Long-Term Care, 6th Edition MA Eligibility and the Long-Term Care Partnership Program: Initial Course, 2nd Edition MA Eligibility and the Long-Term Care Partnership Program: Refresher Course Massachusetts Long-Term Care Training: Initial Course Medicare and Medigap Insurance, 9th Edition Medicare and Medigap Insurance, 10th Edition Medicare, 2nd Edition Medicare, 3rd Edition Needs Analysis, 4th Edition Principles of Retirement Planning, 6th Edition Problematic Beneficiary Designations, 2nd Edition Qualified and Nonqualified Plans, 4th Edition Retirement Income Strategies Section 529 Plans, 2nd Edition Senior Needs Planning, 5th Edition Social Security and Medicare, 4th Edition South Dakota Long-Term Care Medicaid Training: 1-Hour Course Suitability for Annuities, 4th Edition Suitability For Traditional Life And UL Insurance Taxation of Life Insurance and Annuities, 2nd Edition Texas Long-Term Care and Partnership Policies: Initial Course, 2nd Edition The DOL Fiduciary Rule: Its Impact on Insurance Agents Understanding 1035 Exchanges Understanding IRAs, 4th Edition Understanding Wills and Intestacy, 2nd Edition Variable Contracts, 2nd Edition Revised Variable Contracts: Case Studies, 1st Edition Revised Wells Fargo Annuity Course Wells Fargo Annuity Training Course Wells Fargo Annuity Training Course (Wisconsin) 2017 Tax Update Annuity Suitability and Disclosure, 2nd Edition Behavioral Finance I: Why Good People Make Bad Investment Decisions Behavioral Finance II: Overcoming the Obstacles to Investment Success Beneficiary Designations - Getting it Right Beneficiary Designations II: The Devil's in the Details, 1st Edition, Revised Beneficiary Designations-Treasure Chest or Time Bomb?, 1st Edition, Revised Buying Within Your Budget Countdown to Retirement, 2nd Edition CSI Minnesota: Credit Score Investigation Different Strokes for Different Folks

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Approved Hours 2 7 1 5 3.5 5 2 3.5 4 5 5 4 5 4 4 2 2 5 5 4 5 1 3 5 5 1 1 2 2 5 2 1.5 5 2 5 3 4 4 4 8 4 4 4 4 4 4 4 8 8 8

Kaplan University School of Professional and Continuing Education

Financial Education

Insurance Continuing Education Courses for CFP? Certification

The following Insurance Continuing Education courses are approved for CFP? Certification renewal*

* Course approvals subject to change

Updated 2/6/17

Course Name Estate Planning from A to Z Estate Planning Techniques, 1st Edition, Revised Ethics for Insurance Professionals: A Practical Guide Financial Planning Cornerstones, 2nd Edition Revised Financial Strategies to Achieve Client Objectives, 2nd Edition, Revised Life Insurance and Annuities: The Effects of Income and Estate Taxation Managing Assets and Income in Retirement Managing Investment Portfolios: Asset Allocation and Other Techniques Planning for Post-Retirement Real Estate Hangover: 4 Steps to Recovery Retirement Planning Strategies, 1st Edition, Revised Social Security: Now...and the Future? 2nd Edition, Revised Strategic Default and the Path Back Tackling Eldercare Issues Tax Aspects of Homeownership Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Tax Write-Offs for the Self-Employed, 2nd Edition, Revised The New World of Annuities: Where They've Been and Where They're Going The Tax Impact of Residential Real Estate Investments To Fall and Rise Again: Life After Financial Crisis Understanding Eldercare Financing Options Understanding Indexed Annuity and Life Insurance Contracts Understanding IRAs - Products, Distributions, and Strategies Using Reverse Mortgage as a Proactive Financial Planning Tool We're in Probate--Now What? Wills and Estates of the Rich and Famous

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Approved Hours 8 4 3 8 4 4 4 8 2 4 4 4 8 1 4 4 8 4 4 8 4 4 4 4 4 4

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