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Oregon


4-Hour Annuity Suitability Best Interest Training Course
$21.95

Oregon Credit: 4 Annuity Suitability

Meets NEW Annuity Best Interest Requirement

CFP Credit (Optional): 4 Technical Investment Management

IWI Credit (Optional): 4 Wealth Management

4-Hour Long Term Care Insurance
$21.95

Oregon Credit: 4 General

Satisfies the 4 HR Ongoing Long-Term Care Requirement

CFP Credit (Optional): 4 General Financial Planning Principles

IWI Credit (Optional): 4 Wealth Management

Advisors Guide to Medicare and Medicaid
$29.95

Oregon Credit: 8 Life and Health

CFP Credit (Optional): 5 General Financial Planning Principles

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

Annuities Best Interest Standards
$15.95

Oregon Credit: 1 Annuity Suitability

Meets NEW Annuity Best Interest Requirement / Must complete by 6/30/24

CFP Credit (Optional): 1 Investment Planning

IWI Credit (Optional): 1 Technical Investment Management

4-Hour Annuity Suitability Best Interest Training Course
$21.95

Oregon Credit: 4 Annuity Suitability

Meets NEW Annuity Best Interest Requirement

CFP Credit (Optional): 4 Technical Investment Management

IWI Credit (Optional): 4 Wealth Management

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