Utah

Utah Credit: 4 Annuity Best Interest 4

Satisfies the NEW Annuity Best Interest Requirement

CFP Credit (Optional): 4 Technical Investment Management

IWI Credit (Optional): 4 Wealth Management

Utah Credit: 12 Accident and Health

CFP Credit (Optional): 5 General Financial Planning Principles

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

Utah Credit: 1 Annuity Best Interest 1

Satisfies the NEW Annuity Best Interest Requirement / must complete by July 1st 2025

CFP Credit (Optional): 1 Investment Planning

IWI Credit (Optional): 1 Technical Investment Management

Utah Credit: 5/4 Annuity Best Interest 4 and General

Satisfies the NEW Annuity Best Interest Requirement

CFP Credit (Optional): 10 General Financial Planning Principles

IWI Credit (Optional): 5 Technical Investment Management