CE 1308 - Elements of Financial Planning (Self Study)

NY Self Study
1400 Old Country Road Suite C-100
Westbury, NY 11590-
Phone: 516-997-8360 Fax: 516-997-5446

Approval No.: NYCS-252060
Credits: 15 (see below)

Course Description: In this course we will cover updates on the following topics:The Financial Planning Process; Fundamentals of Investment; Corporate Securities; Corporate Debt; Government Debt; Insurance Products; Interest Rates; Package Products.

Self-Study Course Information

All self-study manuals will be e-mailed as a PDF file during regular business hours.

You must score a minimum of 70% on our 50 question, multiple-choice, closed-book, monitored quiz in order to receive a completion certificate for all self-study courses.

To make an appointment to take your quiz, please call the Westbury school at 516-997-8360 or the NYC school at 212-643-9554.

This self-study course is approximately 190 pages in length.

Course Approved for the following licenses: Life, Accident & Health Agents (LA), Life, Accident & Health Brokers (LB), Life Consultants (C1), Life Settlement Brokers (LSB)

Please note, tuition includes a $25 non-refundable registration fee.

Tuition: $150

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