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Indiana


4-Hour Suitability Best Interest Training Course
4-Hour Suitability Best Interest Training Course
$21.95

Indiana Credit: 4 Annuities

Meets Annuity Requirement

CFP Credit (Optional): 4 Technical Investment Management

IWI Credit (Optional): 4 Wealth Management

Advisors Guide to Medicare and Medicaid
Advisors Guide to Medicare and Medicaid
$37.95

Indiana Credit: 12 General

CFP Credit (Optional): 5 General Financial Planning Principles

IWI Credit (Optional): 10 Wealth Management / 0 Ethics / 1 Tax Regulations

Annuities Best Interest Standards
Annuities Best Interest Standards
$15.95

Illinios Credit: 1 Annuity

MUST be completed by midnight 12/31/2024 / Meets NEW Annuity Best Interest Requirement

CFP Credit (Optional): 1 Investment Planning

IWI Credit (Optional): 1 Technical Investment Management

Estate Planning
Estate Planning
$53.95

Indiana Credit: 20 General

CFP Credit (Optional): 10 Estate Planning

IWI Credit (Optional): 10 Wealth Management / 0 Ethics / 1 Tax Regulation

4-Hour Suitability Best Interest Training Course
4-Hour Suitability Best Interest Training Course
$21.95

Indiana Credit: 4 Annuities

Meets Annuity Requirement

CFP Credit (Optional): 4 Technical Investment Management

IWI Credit (Optional): 4 Wealth Management

4-Hour Suitability Best Interest Training Course
4-Hour Suitability Best Interest Training Course
$21.95

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