Continuing Education Courses for CFP Certification The following Continuing Education courses are approved for CFP Certification renewal*: Course Name Method License Type Approved Hrs 2013 Tax Update Classroom General 8 401(k) Plans, 5th Edition Revised General 5 A Day in the Life of an Identity Thief Classroom General 4 Advising Clients on Medicare, 1st Edition A Fresh Look at Health Care Reform Classroom Insurance 4 After the Crash Classroom General 8 AML Best Practices for the Life Insurance Industry, 2nd Edition General 7 AML Training Program for Life Insurance Agents Anatomy of a Fire, 2nd Edition Classroom Insurance 4 Annuities for Today's Investor, 1st Edition Revised General 5 Annuities for Today's Investor, 1st Edition, 3rd Revision General 5 Annuity Concepts, 2nd Edition, Revised General 3 Annuity Suitability: 4-Hour Training Course General 4 Anti-Money Laundering Programs for Life Insurance Companies, 1st Edition Insurance 2 Asset Allocation and Beyond Classroom General 8 Asset Allocation in Variable Annuities, 1st Edition Revised.5.5 Asset Allocation, 1st Edition Revised General 3 Auto Insurance-Up Close and Personal Classroom General 4 Beneficiary Designations II: The Devil's in the Details Classroom General 4 Beneficiary Designations-Treasure Chest or Time Bomb? Classroom General 4 Business Continuation Training Course General 7 Business Income Coverages General 5 Business Income Coverages, 2nd Edition Revised General 5 Business Insurance Concepts 2.5 Business Insurance Concepts, 9th Edition Revised 2.5 Buying Within Your Budget Classroom General 4 California 8-Hour Long-Term Care Training Course Insurance 8 Claim Evaluation and Settlement General 5 COBRA Benefits: What You Don't Know Can Hurt Your Clients...and You Classroom General 4 Commercial Auto Coverage, 10th Edition General 8 Commercial Auto Rating, 6th Edition, 2nd Revision Insurance 3 Commercial Crime Coverage, 6th Edition Revised Insurance 5 Commercial General Liability Rating, 8th Edition General 3 Commercial Property Coverage: A Building Block in Commercial Insurance Classroom Insurance 4 Commercial Property Rating, 9th Edition General 5 MRKT-9480
Countdown to Retirement, 1st Edition, 2nd Revision Classroom Retirement 8 Court's in Session: 2013 Classroom Insurance 4 CSI Minnesota: Credit Score Investigation Classroom General 8 Delivering Quality Service.5 Delivering Quality Service, 2nd Edition.5 Determining Retirement Income Needs Retirement 1.5 Different Strokes for Different Folks Classroom Estate 8 Disability Income Insurance Insurance 7 Disability Income Protection: The Forgotten Need Classroom Distribution Planning: Required Distributions General 3 Dwelling Coverage Insurance 3 Dwelling Coverage, 4th Edition Insurance 3 Elder Law and Medical Assistance Programs Classroom General 4 Eldercare, Disabilities and Special Needs Trusts Classroom Estate 1 Eldercare Issues: Making a Plan Work Classroom Essential Planning for Singles and Non Married Couples, 1st Edition Revised Classroom General 4 Estate Planning Concepts, 11th Edition Estate 4 Insurance 4 Estate Planning from A to Z Classroom Estate 8 Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning Considerations Classroom Estate 4 Ethical Insurance Producer Ethical Insurance Producer, 1st Edition Revised Ethical Practices, 2nd Edition Revised General 4 Ethics General 4 Ethics at Work General 5 Ethics for Insurance and Financial Professionals Classroom General 3 Ethics for Insurance Professionals: A Practical Guide Classroom Insurance 3 Ethics for Property and Casualty Professionals General 3 FIC Advanced Course - Introduction To Advanced Markets Fraternal Insurance 9 FIC Basic Course Part I - Introduction To Life Insurance, 2nd Edition, 3rd Revision Fraternal 0 FIC Basic Course Part II - Ethics For The Insurance Professional, 4th Edition Fraternal Insurance 3 FIC Intermediate Course - Needs Analysis, 4th Edition Fraternal Insurance 6 FICF Graduate I - Estate Planning Concepts, 11th Edition Fraternal Estate 10 FICF Graduate II - Business Insurance Concepts Fraternal 2.5 FICF Graduate III - Financial Products Training Course, 6th Edition Fraternal Investment 13 Financial Challenges Facing Retirees, 3rd Edition Retirement 1 Financial Planning Cornerstones, 1st Edition, 3rd Revision Classroom General 8 Financial Planning for Families with Special Needs Dependents, 1st Edition, Revised Classroom General 4
Financial Planning Process, 8th Edition General 5 Financial Strategies to Achieve Client Objectives, 2nd Edition Classroom General 4 From Gunshots to Dog Bites, 1st Edition Revised Classroom General 4 Group Insurance, 6th Edition, 2nd Revision General 5 Guide to Taxation and Financial Planning Classroom 6 Health Care Reform: A To Do List for Employers Classroom Insurance 4 Health Savings Accounts General 5 Healthcare in the United States Versus Other Developed Nations Classroom Insurance 4 Higher Education Planning Strategies, 1st Edition, 2nd Revision Classroom General 4 Homeowners Insurance Coverage Insurance 8 HSAs and HRAs: What Employers and Employees Really Need to Know Classroom Insurance 4 Identity Theft: Protecting Your Clients and Your Business Classroom Insurance 4 ILITS and Estate Planning Estate 2 ILITs and Estate Planning, 1st Edition Estate 2 Income, Flat, and Fair Tax: Which Is in Our Future? Classroom General 4 Incorporate...or Not? Classroom General 4 Indexed Products General 4 Innovations in Group Health Insurance Plans Classroom General 4 Insurance Ethics and Consumer Protection Insurance 5 Insurance Fraud Awareness Insurance 5 Insurance Packages for Small Businesses General 5 Introduction to Advanced Markets General 8 Introduction to Life Insurance, 2nd Edition, 3rd Revision Insurance 7 Investing Retirement Assets IRAs Today: Products & Distributions Classroom Investment 0.5 Insurance 2 Investment 2 Keeping Business Legal and Ethical Classroom General 4 Legal Concepts and Doctrines, 2nd Edition Revised General 3 Life Concepts General 5 Life Concepts, 18th Edition Revised General 5 Life Insurance In Action Life Insurance Policy Comparison and Underwriting General 7 Life Insurance: The Basics and Then Some, 1st Edition, Revised Classroom General 8 Long-Term Care and Partnership Program 4 Hour-Refresher Course, 1st Edition Revised General 4 Long-Term Care and Partnership Programs Initial 8-hour Course Insurance 8 Long-Term Care Concepts Long-Term Care Suitability, 2nd Edition Insurance 5 Long-Term Care, 5th Edition Revised Insurance 5 Markets in Turmoil-Weathering the Storm Classroom General 4 Medical Assistance Eligibility and the Long-Term Care Partnership Program (8-Hr.), 1st Edition, 2nd Revision Classroom General 8 Medical Assistance Eligibility and the LTC Partnership Program (4-Hr.), 1st Edition, 2nd Revision Classroom General 4
Medicare and Medicare Supplements: Closing the Coverage Gap Classroom Insurance 4 Medicare and Medigap Insurance, 9th Edition General 4 Medicare from A to D, 1st Edition, 2nd Revision Classroom General 8 Myths and Mysteries of Personal Injury Claims, 1st Edition, Revised Classroom General 4 Needs Analysis General 5 Personal Auto Coverage General 5 Personal Auto Rating, 4th Edition Revised Insurance 2 Personal Lines Endorsements, 2nd Edition Insurance 2 Planning for Post-Retirement Classroom Retirement 2 Planning for the Inevitable: Death and Taxes Classroom Estate 4 Principles of Retirement Planning, 5th Edition Revised Retirement 5 Property Casualty Concepts, 12th Edition 0 Regulation and Ethics in the Insurance Industry Classroom Insurance 3 Reinsurance Basics Insurance 5 Reinsurance Basics, 2nd Edition Insurance 5 Retirement Income Strategies Retirement 1 Retirement Planning Strategies Classroom Insurance 4 Risk Management, 1st Edition Revised Insurance 3 Risky Business: Personal Lines Pitfalls, 2nd Edition Classroom General 4 Search and Rescue: Saving Failing Life Insurance Policies Classroom General 4 Section 529 Plans Section 529 Plans, 2nd Edition General 3 Self Insuring Group Health Insurance Benefits Classroom Insurance 4 Senior Needs Planning, 4th Edition Retirement 3 Taxes 2 Social Security and Medicare, 3rd Edition General 6 Social Security: Now and the Future?, 1st Edition, Revised Classroom Retirement 4 Strategic Default and the Path Back Classroom General 8 Suitability for Annuities, 3rd Edition Revised Insurance 0.5 Suitability: Matching the Product to the Need Classroom General 4 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Classroom General 4 Tax Write-Offs for the Self-Employed Classroom Taxes 8 Taxation of Life Insurance and Annuities, 1st Edition Revised General 3 Tearing Apart the Insurance Policy Classroom Insurance 4 The Auto Policy Uncovered Classroom Insurance 4 The Benefits of Fee Based Managed Money Programs Classroom The Economics of Health Care - What Really Drives the Costs Classroom Insurance 4 The Ins and Outs of Group Insurance Classroom Insurance 4 The Secure Property Classroom Insurance 4 The Umbrella Policy, 2nd Edition Classroom Insurance 4 To Fall and Rise Again: Life After Financial Crisis Classroom General 8
Umbrella Liability Coverage, 3rd Edition General 6 Understanding 1035 Exchanges Understanding Disability Income Insurance Classroom Insurance 4 Understanding Disability Income Insurance, 3-Hour Classroom Insurance 3 Understanding IRAs, 3rd Edition, Revised Retirement 5 Estate 0.5 Understanding Wills and Intestacy General 0.5 Estate 0.5 Understanding Wills and Intestacy, 1st Edition General 0.5 Underwriting Basics General 5 Underwriting Basics, 3rd Edition General 5 Variable Contracts, 2nd Edition, Revised General 6 Variable Contracts: Case Studies, 1st Edition Revised General 3 Wells Fargo Annuity Training Course Investment 1 Retirement 2 Wells Fargo Annuity Training Course (Wisconsin) Investment 1 Retirement 2 What's in a Homeowners Policy? Classroom Insurance 4 Wills and Estates of the Rich and Famous Classroom Estate 4 Workers Compensation Coverage General 5