Cycle Course List
Professional Development Type
For Advocis



Records - 1 to 20 of 21
Records per page
ID Course Name CE
Credits
Format Previous
Cycle ID
006995
APA E&O INSURANCE QUESTIONS AND ANSWERS
1.50
Seminar Presentation
006997
APA LET'S READ THE POLICY
1.50
Seminar Presentation
005952
APA: Building a Protected Practice
1.50
Seminar Presentation
4537
005951
APA: Claim Process Presentation
1.25
Seminar Presentation
4065
005947
APA: Introduction to E&O for Financial Advisors
1.25
Seminar Presentation
4061
005950
APA: Navigating a Claim
1.25
Seminar Presentation
4064
005948
APA: Road Map to Selecting the Right E&O Protection
1.25
Seminar Presentation
4062
005949
APA: The Challenge of Documenting Nothing
1.25
Seminar Presentation
4063
006149
Symposium 2014: Segment 3 - PwC Report on the Financial Advice Industry
1.25
Seminar Presentation
006307
Update 2015 - Financial Advisors & Planners Professional Practice Review (Seminar)
6.00
Seminar Presentation
006311
Update 2015 Self-study: Debt Management for Consumers
2.00
Other
006337
Update 2015 Self-study: Financial Planning For Seniors
1.50
Other
6310
007028
Update 2016 Changes and Corporate - Owned Life Insurance
2.00
On-line
007012
UPDATE 2016 Insurance and Trusts: New Tax Rules. New Opportunities
6.00
Seminar Presentation
007027
Update 2016: Annuities and Universal Life Insurance
2.00
On-line
007026
Update 2016: Changes to Trust Taxation on Buy-Sell
2.00
On-line
007654
Update 2017 Self-Study: Segment 1: The New Tax Rules – keeping current
1.50
On-line
007651
Update 2017 Self-Study: Segment 2: Economic Trends Influencing Retirement Planning
1.50
On-line
007652
Update 2017 Self-Study: Segment 3: Cash ‘Ebb & Flow’ in Retirement
1.00
On-line
007653
Update 2017 Self-Study: Segment 4: Creating a Smooth Transition
2.00
On-line