Listed below are our 2024 licensing seminars and other key courses for financial services and insurance agents. Most are available in multiple cities across the country, and many offer industry-specific credits.
Upcoming Events
Securities LicensingDo you need securities exam prep for the Series 6 or Series 7 to begin your career as a Financial Advisor; the Series 65 or Series 66 to act as an Investment Advisor Representative; or the Series 9, 10 or 24 to become a Registered Principal?
We can help with numerous securities exam prep courses - in several convenient formats - to help you pass your exam!
Live Online Life & Health Insurance Pre-Licensing Exam PrepWebinarThis course encompasses the fundamentals of the various types of life insurance products, health insurance offerings such as PPOs, HMOs and Major Medical, the various policy components such as riders, exclusions, amendments, and provisions, state-specific insurance regulations, and the ethics of selling insurance products to ensure that agents meet their clients' needs.
Available Versions:
Live Online Property & Casualty Insurance Pre-Licensing Exam PrepWebinarOur "
Live Online Property & Casualty Insurance Pre-Licensing Exam Prep" package is an engaging and interactive format with live instruction, videos, pdf files, and instructor support that covers all the topics needed to pass the state licensing exam.
Available Versions:
Understanding Financial StatementsSeminarMake sense of complex financial documents and discover what they really mean — no prior knowledge of finance or accounting is required
Next Venues/Dates:
How To Use QuickBooks® SeminarSeminarQuickBooks is one of today's business accounting lifesavers.QuickBooks software is another one of those critical tools for business accounting that works best when you know it well. Rather than feeling your way through the latest QuickBooks features, let us provide all the right information with this intensive finance training. In this seminar, we'll get you up to speed on QuickBooks' many features, tools, and menus; explore the easiest, most efficient ways to put QuickBooks to work for you; and drill down into more advanced functions.
Next Venues/Dates:
Microsoft® Excel® BasicsSeminarSure, you know your way around a spreadsheet, but are you sure you’re familiar with all the key tools this staple program offers and the best way to use them? You certainly will be after one of our Microsoft Excel accounting workshops. Starting with the basics and moving to more advanced features, you'll learn how to turn Excel into your most powerful productivity tool. If you're only tapping into a few of the features of this powerful and versatile software, get set for a productivity explosion! You'll learn hundreds of ways to work faster, smarter, and savvier with Excel!
Next Venues/Dates:
Workers' Comp Training SeminarSeminarLearn Workers Compensation Law And Your Compliance RequirementsYou might be very surprised about how much money you could save with proper knowledge of workers' compensation compliance requirements. In this information-packed seminar, you'll discover a wealth of strategies, insider tips, tools, and more to help you manage your entire workers' compensation plan more effectively.
Next Venues/Dates:
Workers' Comp 101: The Whats, Whens, And WhysWebinarThis 90 minute training session will provide you and/or your team with a better understanding of how workers’ comp works, plus how you can directly impact claim outcomes and costs.
Available Versions:
Recorded. Also available via On-Demand
Certificate Program In FMLA, ADA, And PWFA Compliance ™Seminar
Rating: 4.89 - 400 reviews
This course is available in both in-person and video conference formats.Simply select your desired date below for practical tools, tips, and techniques you need to effectively manage your FMLA and ADA compliance responsibilities.
Next Venues/Dates:
Payroll Law SeminarSeminarWith this payroll management training workshop, you'll learn how to better interpret state and federal wage and hour laws and, most important, how to keep your company out of hot water with the DOL and state agencies.
Next Venues/Dates:
Business Writing For ResultsSeminarLearn The Best Techniques For Business WritingThis seminar focuses on day-to-day writing, bringing you up to speed with skills that will be useful to you for the rest of your life.
Next Venues/Dates:
Find Securities Licensing Courses In Your State!
To find training to earn your securities license and become a financial advisor, simply click on your state name below to see the best-selling securities licensing training courses in your state.
Find Seminars, Webinars, And Online Training In Your Area
How Insurance Professionals Benefit From Taking An Insurance Training Seminar
Insurance training seminars offer numerous benefits for both insurance professionals and the companies they work for. Here are some of the key advantages:
- Enhanced Product Knowledge:
Insurance training seminars provide in-depth knowledge about various insurance products, including coverage options, policy terms, And exclusions. This helps insurance professionals better understand the products they sell, enabling them to offer more informed advice to clients. - Compliance And Regulatory Training:
Insurance Is a highly regulated industry, with laws And regulations that vary by region And product type. Training seminars cover important compliance topics, ensuring that agents understand their legal obligations And adhere to industry standards, which helps mitigate the risk of legal issues Or fines. - Risk Management Expertise:
Insurance professionals need a solid understanding of risk management principles to accurately assess the risks their clients face And recommend appropriate coverage solutions. Training seminars offer insights into risk assessment techniques, risk mitigation strategies, And insurance industry trends, empowering agents to better serve their clients' needs. - Improved Sales Skills:
Seminars often include training on sales techniques and strategies specific to the insurance industry. This can help agents improve their sales skills, such as prospecting, objection handling, and closing techniques, ultimately leading to increased sales and revenue for the company. - Professional Development:
Continuous learning is essential for career growth and advancement in the insurance industry. Training seminars offer opportunities for professional development, allowing agents to expand their knowledge, stay updated on industry developments, and earn certifications or designations that enhance their credibility and marketability.
Overall, insurance training seminars play a vital role in equipping insurance professionals with the knowledge, skills, and resources they need to succeed in a dynamic and competitive industry. By investing in training and development, companies can foster a culture of excellence, drive business growth, and deliver greater value to their clients.
