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PLEASE NOTE: You are not permitted to complete more than eight (8) credit hours of CE per day in Oregon. You must spread your completions over a three day or greater period in order for them to count for credit.
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Life and Health
Property and Casualty
Financial Challenges/Changing Markets
This course explores a thorough examination of life insurance, disability income, retirement plans, and the needs related to these products. An overall discussion wit in-depth analysis of current topics.
Goals: With the information contained in this course the financial planning professional will nearly understand the value of proper financial planning as it relates to clients and their objectives.
Life and Health - 10 credits, Property and Casualty - 10 credits
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The Ethics Narrative
This course provides three hours of C.E. requirements in Ethics. It explores the Financial Professional's role and responsibilities in an ever changing and even more complex arena. Topics include rebating and replacement as well as a host of ideas and thoughts that have led the state to mandate these course offerings for continuing education.
With the knowledge from this course, the professional becomes aware of when replacement is replacement and not churning or twisting. The rules for replacement are discussed as well as the fiduciary responsibilities of the financial professional.
Three credit hours.
Life and Health - 3 credits, Property and Casualty - 3 credits, Ethics - 3 credits
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