• Read more about HS 324 Legal Aspects of Life Insurance

Examines legal rights and obligations of the policy owner and the insurance company, the way disputes between the insured and insurers are resolved and general principles of the judicial process. Covers legal aspects of life insurance, including basic principles of contract law; policy provisions and the incontestable clause; assignments, ownership rights and creditor rights; beneficiary designations and disposition of proceeds; the law of agency; and advertising and privacy issues. 000014 CLU^® Single Course 2 1.00 Insurance and Risk Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0000141 AL AL AR AR AZ AZ CA CA CO CO CT CT DE DE GA GA HI HI IA IA ID ID IN IN KS KS KY KY LA LA MA MA MD MD ME ME MI MI MO MO MS MS MT MT NC NC NE NE NE NE NH NH NJ NJ NM NM NV NV NY NY OK OK OR OR PA PA PR PR RI RI SC SC SD SD TN TN UT UT VA VA VT VT WI WI WV WV WY WY MN TX FL IL OH ND WA 28G

• Read more about HS 323 The Tools and Techniques of Life Insurance Planning

Focuses on life insurance policies and annuities available for the personal needs of individuals and their use in financial planning. Covers individual insurance products, insurance reserves regulation, and the organization, operations, and investments of insurance companies. 000011 CLU^® FSCP^® Single Course 7 1.00 Insurance and Risk Management Practice Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0000111 AL AL AR AR AZ AZ CA CA CO CO CT CT DE DE GA GA HI HI IA IA ID ID IN IN KS KS KY KY LA LA MA MA MD MD ME ME MI MI MS MS MT MT NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY OK OK OR OR PA PA PR PR RI RI SC SC SD SD TN TN TX TX UT UT VA VA VT VT WI WI WV WV WY WY MN MO FL WA IL OH ND 28G

• Read more about CHLF 450 Leading in a Changing Environment

Participants evaluate leading in a changing environment in business and formulate ways to lead diverse organizations by dealing with organizational change. The importance of understanding and diagnosing change are also emphasized in the course. Successful change leadership perspectives and processes are also addressed in the course. The objective is that a leader provides the foresight of what is to come and ensures that the organization is ready to execute and grow in a way dictated by the business plan. 000412 CLF^® - Field Track Single Course 6 1.00 Leadership Practice Management Professional Designations & Certifications Mid Career Professional No No 0004121 0

• Read more about CHLF 440 Team Leadership Ethics Diversity and Crisis Leadership

Participants evaluate team leadership, ethics, diversity, and crisis leadership in business and formulate ways to lead diverse organizations in an ethical manner. The importance of team and crisis leadership are also emphasized in the course. within their organizations. Successful execution of developed strategies and business plans are also addressed in the course. The objective is that a leader provides the foresight of what is to come and ensures that the organization is ready to execute and grow in a way dictated by the business plan. 000411 CLF^® - Field Track Single Course 5 1.00 Leadership Practice Management Professional Designations & Certifications Mid Career Professional No No 0004111 0

• Read more about CHLF 430 Strategic Leadership-Planning

Participants evaluate strategic leadership and planning in business and formulate ways to develop strategies within their organizations. Successful execution of developed strategies and business plans are also addressed in the course. The objective is that a leader provides the foresight of what is to come and ensures that the organization is ready to execute and grow in a way dictated by the business plan. 000410 CLF^® - Field Track Single Course 4 1.00 Leadership Practice Management Professional Designations & Certifications Mid Career Professional No No 0004101 0

• Read more about CHLF 420 Organizational Culture and Leadership

Participants evaluate organizational culture and leadership in business and formulate ways to develop effective cultures within their organizations. Integration of systems and processes as part of the culture is also addressed in the course. The objective is that a leader contributes much to culture and must lead others to productive and successful cultures. 000409 CLF^® - Field Track Single Course 3 1.00 Leadership Practice Management Professional Designations & Certifications Mid Career Professional No No 0004091 0

• Read more about CHLF 410 Leadership Communication

This course covers a variety of areas: leadership communication, intrapersonal and interpersonal effectiveness, networking, mentoring, coaching, leading and empowering others. Communication is critical for proper operation of today’s organizations and companies. This course explores various ways to communicate verbally and non-verbally and as many other ways to ensure the organization is informed as to what is required. In addition, the importance of effective meetings, feedback, delegation, and empowerment are essential for mission accomplishment. 000408 CLF^® - Field Track Single Course 2 1.00 Leadership Practice Management Professional Designations & Certifications Mid Career Professional No No 0004081 0

• Read more about CHLF 400 The Leadership Role

This course covers four areas: the leadership role, who is the leader, leadership traits, and contingency approaches to leadership. This course provides the insight required for leaders to learn what type of leader they are and to understand those that they lead. Self-discovery is important so the leader understands how and why they respond in certain situations. This course explores how leadership is different from management, leadership competencies, and the application of skills for successful leadership. The Executive Leadership candidate is expected to complete both the reading material and written assignments before each session. 000407 CLF^® - Field Track Single Course 1 1.00 Leadership Practice Management Professional Designations & Certifications Mid Career Professional No No 0004071 0

• Read more about HS 377 Financial Planning for Families Caring for Those with Special Needs

Delivered as a live webinar, this course combines self-study material with an interactive learning experience. Team-taught by experts in the field, the course covers issues for special needs individuals who are minors as well as those who are adults. Topics include unique federal income tax issues, the creation and administration of special needs trusts, the ABLE Account, SSI, Medicaid, and disability-related issues. The course incorporates case studies covering both the financial and unique aspects encountered in a special needs planning engagement. Successful completion of this course requires passing the final examination. For an additional tuition amount, professionals who purchase the package will have an opportunity to take the capstone course in a live classroom setting. 000271 ChSNC^® Single Course 3 1.00 Special Needs Planning Professional Designations & Certifications Advanced Career Professional Mid Career Professional Yes Yes 0002711 AL AL AR AR AZ AZ CO CO CT CT DE DE GA GA HI IA IA ID ID IN IN KS KS MD MD MN MN MO MO MS MS MT MT NC NC NE NE NH NH NM NM NV NV NY NY OK OK OR OR PA PA PR PR RI RI SC SC SD SD TX TX UT UT VA VA VT VT WI WI WV WV WY WY MA WA IL ND 23G

• Read more about HS 376 Legal and Financial Issues for Special Needs Families

This course covers unique legal techniques and tools that apply to special needs planning. Of particular importance are third-party funded special needs trusts created as part of an estate plan, wills, powers-of-attorney, guardianships, ABLE accounts, and self-settled special needs trusts established under federal and state law. The applicable issues surrounding Social Security and Medicaid are covered. In addition, special income tax topics enable financial advisors to understand and identify tax deductions and/or credits that may be available to families with special needs children and adults. It addresses some unique aspects of the medical expense deduction, the child and dependent care credit, the adoption credit, and the dependency exemption rules define a dependent for families of individuals with special needs. The student will examine some potential alternative minimum tax traps that may affect some of these families. This course builds upon Introduction to Disability (HS 375) by providing the detailed legal and financial considerations crucial to the special needs environment. 000270 ChSNC^® Single Course 2 1.00 Special Needs Planning Professional Designations & Certifications Advanced Career Professional Mid Career Professional Yes Yes 0002701 AL AL AR AR AZ AZ DE DE GA GA HI HI IA IA KS KS KY KY MD MD ME ME MI MI MN MN MO MO MT MT NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY OR OR PA PA RI RI SC SC SD SD TN TN UT UT WV WV CA CO CT ID IN LA MA MS PR TX VA VT WI WY FL WA IL OH ND 10G