Self-Study Continuing Education Courses
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Paul Winn's Life Insurance Update ON SALE!! View Table of Contents [ Print This Page ] Recommended CPE Credit: CFP®: 3 CPA:   6 Licenses: CFP ® CPA PACE Course Description (scroll down to order) This course was updated on 121/2011. This course covers important information for advisers assessing the appropriateness of a life insurance recommendation for a client. An understanding of the methods used to determine suitable life insurance amounts to meet survivors’ lump-sum cash needs and income needs will assist the adviser to better serve consumers and help ensure that appropriate life insurance amounts are recommended and purchased when they are suitable to meet client needs.   Learning Objectives and Course Content    Open "View Table of Contents" window at top of page. Course text: (60 pages): glossary; review questions, answers, and explanations. Author: Paul J. Winn, CLU, ChFC Exam and Grading: Included in price. Exam can be taken online or by fax.  Program delivery method: Self-study (interactive), available in print or PDF (downloaded upon purchase). Program level: Overview; Course prerequisites: None; Advance preparation: None Subject Codes/Fields of Study: CFP Board, NAPFA:  Insurance Planning.  CPA,: Administrative Practice. NAPFA members: download a NAPFA credit-by-subject chart from our Resources page. CPE Credit, Reporting, and Sponsor Information CPE Credit and Reporting: CFP® , CPA, and PACE credit available in all states. CFP® credits reported automatically (if applicable). PACE credit hours: Same as CPA. In accordance with the standards of the National Registry of CPE Sponsors and the Quality Assurance Service (QAS), CPE credits have been granted based on a 50-minute hour.   Program Sponsor Information: CFP Board: 1008. NASBA: Registry: 107615; Quality Assurance Service (QAS): 050. Individual State Boards of Accountancy that require sponsor registration: Florida 4761; New York: 002146; Ohio: M0021; Texas: 009349. How to order/register for this course: Order online or by phone (800-588-7039) To order online: 1. (Optional) Log-in or Open an Account. 2. Enter quantity below 3. Select how you would like to receive the course (Printed materials sent in the mail or PDF file Downloaded and saved to your computer). 4. Click "Add to Cart"  and proceed to secure checkout.  PDF Downloads: The PDF version of this course is downloaded, including the exam, from the purchase confirmation page.  First save the course file to your computer, then open it. It can be printed.)  Don't forget: Get 18% off when you order 3 or more courses. (Discounts and shipping/handling, if applicable, are added during checkout, just before payment.) Print Price:  $45.00 Download Price:  $35.00 Quantity  Purchase Option:  Print Version (U.S. addresses only) Download Version