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Massachusetts


4-Hour Annuity Suitability Best Interest Training Course
$21.95

Massachusetts Credit: 4 Annuity

Satisfies Annuity Best Interest Requirement

CFP Credit (Optional): 4 Technical Investment Management

IWI Credit (Optional): 4 Wealth Management

Advisors Guide to Medicare and Medicaid
$37.95

Massachusetts Credit: 12 General

CFP Credit (Optional): 5 General Financial Planning Principles

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

Annuity Best Interest Standards Training Course
$31.95

Massachusetts Credit: 9 Annuity

Satisfies Annuity Best Interest Requirement

CFP Credit (Optional): 10 General Financial Planning Principles

IWI Credit (Optional): 5 Technical Investment Management

Estate Planning
$53.95

Massachusetts Credit: 20 General

CFP Credit (Optional): 10 Estate Planning

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

4-Hour Annuity Suitability Best Interest Training Course
$21.95

Massachusetts Credit: 4 Annuity

Satisfies Annuity Best Interest Requirement

CFP Credit (Optional): 4 Technical Investment Management

IWI Credit (Optional): 4 Wealth Management

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