• 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 311 Fundamentals of Insurance Planning

This course focuses on the role of planning for risk management needs. The topics covered in this course include fundamental principles and characteristics of risk management, credit risk and protection, and the concepts and applications of health insurance, life insurance, disability and long-term care insurance, annuities, property, liability insurance, and social insurance (Social Security).

Learning Objectives
Upon completion of this course, the student will be able to:

• Demonstrate an understanding of the basic concepts and principles of risk management
  
• Compare and contrast the different health insurance options available to clients in the individual and group marketplaces
  
• Differentiate among the various types of life insurance, including term and permanent insurance
  
• Discuss principles of disability income insurance and its place in insurance planning
  
• Discuss the principles of long-term care insurance and its place in insurance planning
  
• Demonstrate an understanding of the different types and proper use of annuities in insurance planning
  
• Identify the sources and uses of homeowners, property, and liability insurance for both personal and business uses
  
• Identify the sources of identity theft, review a consumers credit report, and utilize debt management techniques
  
• Demonstrate an understanding of social insurance programs such as the Social Security benefits system

000068 CFP^® ChFC^® CLU^® FSCP^® Single Course 6 1.00 Financial Planning Insurance and Risk Management Practice Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0000681 AL AL AR AR CO CO DE DE GA GA HI HI KS KS KY KY LA LA ME ME MS MS MS NC NC NE NE NH NH NJ NJ NV NV NY NY OK OK SC SC TN TN UT UT AZ CA CT IA ID IN MA MD MI MN MO MT NM OR PA PR RI SD TX VA VT WI WV WY FL IL OH ND WA 28G

• Read more about HS 300 Fundamentals of Financial Planning

This course provides an overview of the financial planning process, including communication techniques, behavioral finance, financial planning approaches and applications, financial statement preparation and analysis, time value of money concepts and applications, education planning and funding, economics and the external environment, and ethics and standards of conduct. Additionally, the course offers a deeper understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in the financial decision-making process.

Learning Objectives
Upon completion of this course, the student will be able to:

• Demonstrate an understanding of and apply the steps of the financial planning process
  
• Differentiate between various communication techniques used by advisors and understand how behavioral finance concepts can be used to improve client-advisor communications
  
• Utilize the various financial planning approaches to quantify goals and provide actionable recommendations
  
• Review personal financial statements, calculate financial ratios, and perform financial statement analysis
  
• Build a foundation in quantitative techniques needed to calculate the present value and future value amounts, and solve for other relevant financial variables
  
• Apply education planning and funding techniques to help clients achieve their goals
  
• Build a foundation in basic economic concepts and understand how external factors may impact the financial planning process
  
• Review and apply the ethics of personal financial planning within CFP Board, American College, and SEC frameworks

000066 CFP^® ChFC^® CLU^® FSCP^® Single Course 6 1.00 Financial Planning Insurance and Risk Management Practice Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0000661 AL AL AR AR CO CO DE DE GA GA HI HI KS KS KY KY LA LA ME ME NC NC NE NE NH NH NJ NJ NV NV NY NY OK OK PR PR SC SC TN TN UT UT AZ CA CT IA ID IN MA MD MI MN MO MS MT NM OR PA RI SD TX VA VT WI WV WY FL WA IL OH ND 28G