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Financial Services

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Continuing Education For Financial Services Professionals

Over a quarter of a million adults participate in continuing education annually. The term, ‘continuing education’, describes the process and opportunity to learn new skills and acquire knowledge beyond what is taught in our formal schooling years. Their reasons for participation are diverse, but the greatest common denominator shared by these individuals is the link that continuing education helps them to improve their job skill sets, assist in achieving career advancements and add enrichment to their lives.
 
In the Financial Services industry, it is mandatory for all registered securities and commodities sales agents to attend periodic continuing education classes to maintain their licenses. This is also true to for those holding professional designations such as:
  • Accredited Asset Management Specialist- AAMS
  • Certified Employee Benefit Specialist -CEBS
  • Certified Financial Planner -CFP
  • Certified Pension Consultant-CPC
  • Certified Trust and Financial Adviser -CTFA
  • Charter Property Casualty Underwriters Society -CPCU
  • Divorce Financial Analysts –DFA
    Please take note that this list is not inclusive
Inprove your skills necessary to excel as a Financial Services Professional. We provide timely training and educational resources to get you there and we help keep you there as well.
Strategies and Resources for Continuing EducationMinimize
Investor Education Resources
We present great investment resources and tools compliments of The Securities Industry and Financial Markets Association (SIFMA)...