The Certified Financial Planner Board is responsible not only for overseeing the exams that validate the skill of financial planners, but also for drafting the guidelines which regulate the profession. The requirements set by the board ensure that Certified Financial Planners possess the education, professionalism, reliability, ethics, and objectivity that the public should expect in […]

Popularity Index: 100%

Chartered Financial Consultants, or ChFCs, must complete pre-certification requirements in a variety of areas related to insurance, finance, and investing. In addition, these requirements include educational prerequisites, work experience in the field, and continuing education courses. Continuing education courses that have been reviewed and approved for credit for Certified Financial Planners by the CFP Board […]

Popularity Index: 40%

Every state has different standards that dictate the requirements necessary to become and remain a licensed insurance agent. These requirements entail a certain amount of continuing education course work in the field, as well as the successful completion of any exams required for certification. Most states usually have an educational prerequisite as well, requiring that […]

Popularity Index: 8%

Continuing education classes for insurance agents can encompass many subjects. Courses in Personal Life Insurance Planning, Estate Tax Planning, Tax Sheltered Annuities, Retirement Plans, and Universal Life Insurance are just a few of the resources available to help insurance agents build on their knowledge and skills while maintaining their licenses. In addition, agents can also […]

Popularity Index: 7%