F I N A N C I A L S E R V I C E S C A T A L O G

Transcription

1 NEW ONLINE COURSES! See pages F I N A N C I A L S E R V I C E S C A T A L O G Insurance Pre-Licensing & CE: Life, Accident & Health Life, Accident & Health Online Property & Casualty Continuing Education Also Offering: Securities Training (In-Class & Online) Certificate Programs (Sales, Cold Calls, Leadership, Management) Certified Financial Planner 1

2 Providing Hands-On Training As a division of Bryant & Stratton College, the Professional Skills Center has a wide variety of Financial Services related courses and training solutions. We use a practical, hands-on approach combining real-world examples and the latest materials, resources and technology to make learning easier. The Professional Skills Center s courses provide participants with many convenient advantages such as: Licensing exam preparation courses that help participants obtain necessary professional credentials Continuing education courses to help fulfill ongoing professional requirements A variety of programs that include classroom and online training Certified and experienced instructors with realworld knowledge A comfortable learning environment Value-Added Features In addition to superior training, the Professional Skills Center also offers these valuable features: Free assessment exams to ensure thorough preparation for certification. Free class re-take guarantee within 12 months if participants do not pass the certification exam. Discounts off Courses taken within 12 months after completion of any program. Ask for Details. Discounts off online professional development courses taken within 12 months of successful completion of any program. 2

3 How to Register Contact our office at (315) or to register. Students may also fax a completed registration form to (315) Please be sure to indicate method of payment. Accepted Methods of Payment Cash, personal / bank check, money order, corporate tuition assistance or reimbursement, Visa, American Express, Discover, or MasterCard are all accepted methods of payment. Refund, Cancellation and Weather Policy If you would like to receive your books and materials prior to the first day of class you must furnish full payment for the course. Once payment is received in full your book will be shipped or available for pickup. Once you have chosen to pre-order your books the charge is NON-REFUNDABLE. If you should need to cancel your registration after payment you will have the ability to use your credit for the same course at a later date. All others will receive their book upon the first day of class. Bryant & Stratton College reserves the right to cancel a course and will issue refunds only in this event. All those picking their book up the first day of class will be charged a $35 fee for cancellations occurring fewer than 3 business days prior to the start of the course. In the event of inclement weather please tune into local weather channels for Closings. Our listing will appear as Bryant & Stratton College, however pay atte ntion for Special Notes as our department may still be open. Office Hours Monday - Thursday Friday 8:30 am - 6:00 pm 9:00 am - 1:00 pm Address Professional Skills Center Bryant & Stratton College 8687 Carling Road Liverpool, NY Phone: (315) Fax: (315) dmbutler@bryantstratton.edu bcurtis@bryantstratton.edu 3

4 Table of Contents Syracuse Location Life, Accident & Health Day... 5 Life, Accident & Health Evening... 6 Life, Accident & Health Review... 7 Property & Casualty Day... 8 Property & Casualty Evening... 8 Personal Lines Day... 9 Personal Lines Evening... 9 Securities (6,63,7,66) Continuing Education In-Class...11/12 Continuing Education Home Study Monitoring & Monitoring Schedule Holiday Schedule Certified Financial Planner (In-Class)... 15/16 Online Life, Accident & Health Online Online Programs (Securities, Certified Financial Planner)

5 8687 Carling Road Liverpool, NY Phone: Syracuse Life, Accident & Health Day $449 Offered days or evenings and is approved by the NYS Insurance Dept. under Section 2103 for training applicants taking the agents licensing examination for Life, Accident & Health. This course is structured and approved as 33-hour (5 day sessions) course. Tuition Include s text and Exam Simulator. Dates Day s No Cla ss Time Jan 23 Jan 27 Monday-Friday N/A 8:30-4:00 (M-F) Feb 6 Feb 10 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F) Feb 22 Feb 28 Wednesday-Tuesday N/A 8:30-4:00 (W-Tu) Mar 26 Mar 30 Monday-Friday N/A 8:30-4:00 (M-F) Mar 12 Mar 16 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F) Apr 9 - Apr 13 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F) Apr 23 Apr 27 Monday-Friday N/A 8:30-4:00 (M-F) May 7 May 11 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F) May 17 May 23 Monday-Friday N/A 8:30-4:00 (M-F) Jun 11 Jun 15 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F) Jun 25 Jun 29 Monday-Friday N/A 8:30-4:00 (M-F) Jul 9 Jul 13 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F) Jul 25 Jul 31 Wednesday-Tuesday N/A 8:30-4:00 (W-Tu) Aug 27 Aug 31 Monday-Friday N/A 8:30-4:00 (M-F) Sep 9 Sep 14 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F) Sep 24 Sep 28 Monday-Friday N/A 8:30-4:00 (M-F) Oct 9 Oct 15 Tuesday-Monday N/A 8:30-4:00 (Tu-M) Oct 22 Oct 26 Monday-Friday N/A 8:30-4:00 (M-F) Nov 13 Nov 19 Tuesday-Monday N/A 8:30-4:00 (Tu-M) Nov 26 Nov 30 Monday-Friday N/A 8:30-4:00 (M-F) 5

6 Dec 10 Dec 14 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F) Dec 17 Dec 21 Monday-Friday N/A 8:30-4:00 (M-F) 8687 Carling Road Liverpool, NY Phone: Winners Circle Suite 130 Albany, NY Phone: ext 243 Life, Accident & Health Evening $399 Applicants taking the agents licensing examination for Life, Accident & Health. This course is structured and approved as a 24 hour (6 evening sessions) course. Tuition Includes Text and Exam Simulator. Dates Day s No Cla ss Time Feb 1 Feb 22 Mon & Weds Feb 20 5:30 pm 9:30 pm May 7 May 23 Mon & Weds N/A 5:30 pm 9:30 pm Aug 6 Aug 22 Mon & Weds N/A 5:30 pm 9:30 pm Oct 8 Oct 24 Mon & Weds N/A 5:30 pm 9:30 pm 6

7 8687 Carling Road Liverpool, NY Phone: Syracuse Life, Accident & Health Review $79-$129** This course will be taught by a NY State approved instructor. Your instructor will cover all the topics on the exam, but more importantly cover the topics you are struggling with the most. The cost of the course varies depending upon where you purchased your original course. **$79 (If purchased from Bryant & Stratton), $109 (If purchased from ABLE), $129 (all others) Dates Day s No Cla ss Time Mar 23 Friday N/A 8:30 am 5:00 pm Jun 22 Friday N/A 8:30 am 5:00 pm Aug 20 Monday N/A 8:30 am 5:00 pm Nov 16 Friday N/A 8:30 am 5:00 pm Albany 1 Winners Circle Suite 130 Albany, NY Phone: ext

8 Property & Casualty Day $769 Offered days or evenings and is approved by the NYS Insurance Dept. under Section 115 for training applicants taking the agents examination and Section 119 for the training of applicants taking the brokers examination. This course is structured and approved as a 96 hour (12 day sessions) course. Tuition Includes Text and Exam Simulator. Dates Day s No Cla ss Time Jan 4 Jan 20 Monday-Friday Jan 16 8:30 am 5:00 pm Feb 2 Feb 17 Monday-Friday N/A 8:30 am 5:00 pm Mar 1 Mar 16 Monday-Friday N/A 8:30 am 5:00 pm Apr 2 Apr 19 (Bing) Monday-Thursday N/A 8:30 am 5:00 pm Apr 2 Apr 17 Monday-Friday N/A 8:30 am 5:00 pm May 1 May 16 Monday-Friday N/A 8:30 am 5:00 pm Jun 4 Jun 19 Monday-Friday N/A 8:30 am 5:00 pm Jun 4 Jun 19 (Adams) Monday-Friday N/A 8:30am 5:00pm Jul 9 Jul 24 Monday-Friday N/A 8:30 am 5:00 pm Aug 2 Aug 17 Monday-Friday N/A 8:30 am 5:00 pm Sep 6 Sep 21 Monday-Friday N/A 8:30 am 5:00 pm Oct 1 Oct 18 (Bing) Monday-Thursday N/A 8:30 am 5:00 pm Oct 1 Oct 16 Monday-Friday N/A 8:30 am 5:00 pm Oct 31 Nov 16 Monday-Friday Nov 12 8:30 am 5:00 pm Dec 3 Dec 18 Monday-Friday N/A 8:30 am 5:00 pm Property & Casualty Evening $769 Offered days or evenings and is approved by the NYS Insurance De pt. under Section 115 for training applicants taking the agents examination and Section 119 for the training of applicants taking the brokers examination. This course is structured and approved as a 96 hour (12 day sessions) course. Tuition Includes Text and Exam Simulator. Feb 2 Apr 26 Tues & Thurs N/A 5:30 pm 9:30 pm Sep 18 Dec 18 Tues & Thurs N/A 5:30 pm 9:30 pm Multi-License Discount Register for a Life, Accident & Health Course and a Property & Casualty Course at the same time and receive a 10% discount on the total tuition. ** Course start dates must be within 3 months of each other and completed in full to receive the discount ** Regular Tuition Fee (LAH & PC)... $1,218 Package Price Discount... $1,

9 8687 Carling Road Liverpool, NY Phone: Syracuse Personal Lines Day $499 Offered days or evenings and is approved by the NYS Insurance Dept. under Section 115 for training applicants taking the agents examination and Section 119 for the training of applicants taking the brokers examination. This course is structured and approve d as a 45 hour (6 day sessions) course. Tuition Includes Text and Exam Simulator Dates Day s No Cla ss Time Jan 2 Jan 9 Monday-Friday N/A 8:30 am 5:00 pm Feb 2 Feb 9 Monday-Friday N/A 8:30 am 5:00 pm Mar 1 Mar 8 Monday-Friday N/A 8:30 am 5:00 pm Apr 2 Apr 10 (Bing) Monday-Thursday N/A 8:30 am 5:00 pm Apr 2 Apr 9 Monday-Friday N/A 8:30 am 5:00 pm May 1 May 8 Monday-Friday N/A 8:30 am 5:00 pm Jun 4 Jun 11 Monday-Friday N/A 8:30 am 5:00 pm Jul 9 Jul 16 Monday-Friday N/A 8:30 am 5:00 pm Aug 2 Aug 9 Monday-Friday N/A 8:30 am 5:00 pm Sep 6 Sep 13 Monday-Friday N/A 8:30 am 5:00 pm Oct 1 Oct 9 (Bing) Monday-Thursday N/A 8:30 am 5:00 pm Oct 1 Oct 8 Monday-Friday N/A 8:30 am 5:00 pm Oct 31 Nov 7 Monday-Friday N/A 8:30 am 5:00 pm Dec 3 Dec 10 Monday-Friday N/A 8:30 am 5:00 pm Personal Lines Evening $499 Offered days or evenings and is approved by the NYS Insurance Dept. under Section 115 for training applicants taking the agents examination and Section 119 for the training of applicants taking the brokers examination. This course is structured and approved as a 45 hour (12 night sessions) course. Tuition Includes Text and Exam Simulator. Dates Day s No Cla ss Time Feb 2 Mar 13 Tues & Thurs N/A 5:30 pm 9:30 pm Sep 18 Oct 25 Tues & Thurs N/A 5:30 pm 9:30 pm 9

10 8687 Carling Road Liverpool, NY Phone: Syracuse Securities Exam Prep Courses Series 6 & 63 $399 Syracuse You may choose to take series 6 or series 63 independently rather than taking both of them together. Please call ext 243 for information and pricing on individual courses Dates Day s No Cla ss Time Feb 2 Feb 16 Tues. & Thurs. N/A 5:30 pm -9:30 pm Jun 14 Jun 28 Tues. & Thurs. N/A 5:30 pm -9:30 pm Sep 13 Sep 27 Tues. & Thurs. N/A 5:30 pm -9:30 pm Nov 6 Nov 20 Tues. & Thurs. N/A 5:30 pm -9:30 pm Series 7 & 66 $599 Syracuse You may choose to take series 7 or series 66 independently rather than taking both of them together. Please call ext 243 for information and pricing on individual courses Dates Day s No Cla ss Time Mar 5 Apr 4 Mon. & Wed. N/A 5:30 pm -9:30 pm May 1 May 31 Tues. & Thurs. N/A 5:30 pm -9:30 pm Aug 1 Sep 5 Mon. & Wed. N/A 5:30 pm -9:30 pm Oct 1 Nov 5 Mon. & Wed. Oct 31 5:30 pm -9:30 pm Continuing Education In-Class 10

11 Continuing Education In-Class The Professional Skills Center offers a number of instructor-led CE classe s to renew your NYS insurance license(s). The following is a list of course s available on our open enrollment schedule throughout the year. In addition to this Open Enrollment format, the Professional Skills Center at Bryant & Stratton College can bring the CE training to your office with a group of at least 8 licensed representative s. Formats include: Classroom, self study or a combination of both. For more information, please contact our office at Insuring Against Disaster B $119 8 Credits (NYCR ) Topics covered: Insurance concepts (law of large numbers, predictable perils, individual underwriting), What is disaster? Standard policy exclusions, Government insurance plans, Agents responsibilities Disaster planning, Federal Response Plans (FRPs), Volunteer programs, Problems with preparedness, Categories of disasters. (LA, C1, LB, BR, C3,PC, PA) Dates Day s Time May 9 (Bing) Wednesday 8:30 am 5:00 pm May 22 Tuesday 8:30 am 5:00 pm Nov 13 Tuesday 8:30 am 5:00 pm Intro to Legal Concepts & Doctrines $119 8 Credits (NYCR ) Topics covered: The American Legal System, Contract Law, Tort Law, Criminal Law, The Law and Insurance Claims, and Overview of Insurance Laws of New York State. (LA, C1, BR, C3, PC, PA) Dates Day s Time Feb 22 (Bing) Wednesday 8:30 am 5:00 pm Sep 18 Tuesday 8:30 am 5:00 pm Errors, Omissions and Ethics $119 8 Credits (NYCR ) Topics Covered: What are Errors and Omissions? Specific Duties of an Insurance Agent to An Insurer?, Legal Liabilities of Agents, Types of Errors and Omissions Claims, The Errors and Omissions Policy, Risk Management and Handling Errors and Omission Claims, What is Ethical Conduct?, Areas of Insurer Conduct Regulation, Marketing Ethics (Sales Practices) Regulation, and Ethical Duties of the Agent. (LA, C1, BR, C3, PC, PA) Dates Day s Time Apr 19 Thursday 8:30 am 5:00 pm Oct 23 Tuesday 8:30 am 5:00 pm 11

12 Continuing Education In-Class (con t.) Ethics I & II $119 8 Credits (NYCR /NYCR ) Topics covered: Ethics-Principles and Practices, NYS Agent and Broker Responsibilities, and NYS Agent and Broker Responsibilities to the Consumer, Ethics and NYS Insurance Law, and Practical Answers to Ethical Questions under NYS Insurance Law. (LA, C1, LB, BR, C3, PC, PA) Dates Day s Time Jan 31 Tuesday 8:30am 5:00pm May 24 Thursday 8:30am 5:00pm Professional Liability & Fraud Briefing $119 3 Credits (NYCR ) / 4 Credits (NYCR ) Topics covered: Understand what E&O coverage is, Discuss where you have exposure to E&O claims, Compliance/product training to reduce exposures, Resp onsibilities to general public. Topics covered: FRAUD BRIEFING (LA, C1, LB, BR, C3, PC, PA) Dates Day s Time Feb 28 Tuesday 8:30am 4:00pm Aug 21 Tuesday 8:30am 4:00pm Insurance Fraud $119 8 Credits (NYCR ) Topics covered: Perpetrators of Insurance Fraud, Overview-Insurance Fraud Occural, Company Department Responsibility at the Time of Claim, and Identifying Fraudulent Claims and Classes of Fradulent Claims. (LA, C1, LB, BR, C3, PC, PA) Dates Day s Time Mar 20 Tuesday 8:30am 5:00pm Jul 26 Thursday 8:30am 5:00pm The Topic is Ethics $119 8 Credits (NYCR ) Topics covered: Dates Day s Time Jun 19 Tuesday 8:30am 5:00pm Dec 13 Thursday 8:30am 5:00pm Long Term Care $119 8 Credits (NYCR ) Topics Covered: The Issue of Long Term Care, Interpreting the Long Term Care Environment, Long Term Care Insurance Market, Beneftis and Design, Providers of Care, Insurers, Medicare and Medicare Supplements, Medicaid and Medicaid Estate Planning, Long Term Care Insurance, and Long Term Care Alternatives. (LA, C1, LB, BR) Dates Day s Time Apr 24 Tuesday 8:30am 5:00pm 12

13 Continuing Education Home-Study The following course s are strictly Home-Study. Upon registering for your desired course you will be mailed a textbook for your chosen topic. After you have read the material you must call and schedule your exam at Bryant & Stratton. Each course, regardless of credit amount is concluded with a 50 question multiple choice exam which you must pa ss with a 70% or higher. Upon completion you will be given your certificate. PLEASE MAKE SURE YOUR CLASS OF LICENSE IS COVERED BY THE COURSE YOU SELECT If you are not located near a Bryant & Stratton campus you will need to find a monitor. Any fees charged by the monitor you select are not included in your package price. PLEASE SEE THE MONITORING SCHEDULE ON PAGE 14 FOR TESTING DATES AND TIMES. 15 Credit Courses $149 How Ponzi Schemes and Pyramid Frauds Work NYCS Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA, LSB) Insurance Legal Concepts & Doctrine s Ba sics NYCS Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA) Busine ss Insurance Concepts NYCS Applies to Licenses: (C1, LA, LB) Topic is Fraud II NYCS Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA) Needs Analysis NYCS Applies to Licenses: (LA, C1, LB) 12 Credit Courses $119 Effective Busine ss Writing for Insurance Profe ssionals NYCS Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA) Legal Concepts/Doctrine s Ba sic NYCS Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA) 8 Credit Courses $109 Ethics for the Insurance Professional NYCS Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA) Long Term Care Suitability NYCS Applies to Licenses: (LA, C1, LB) 13

14 Monitoring & Monitoring Schedule (Liverpool Campus Only) Bryant & Stratton College offers a full range of monitoring solutions, whether you have completed one of our Home Study Continuing Education courses, our Life, Accident & Health Online program or another providers program, we are available to provide the monitoring services you require. PLEASE CALL TO SCHEDULE YOUR EXAM. BRING A PHOTO ID TO YOUR EXAM. Life, Accident & Health Online Monitoring... $50 * Continuing Education Monitoring**... $25/hour ** *One-time fee if course purchased with Bryant & Stratton College. Per session rate for other vendor courses **Fee applies only to CE courses purchased outside of Bryant & Stratton Monitoring Schedule EVERY TUESDAY AT 2:30PM & THURSDAY AT 9:00 AM. Please call to schedule your exam. Please take note of our Holiday schedule which may conflict with these sessions Monitor Search By County The New York State Department of Insurance provides a search tool which will help identify a Monitor in your county. In the event that a Bryant & Stratton campus is not conveniently located, visit the link below, select a monitor and arrange a testing date. Once a date is selected the monitor must contact Bryant & Stratton for the appropriate paperwork and should do so by ing dmbutler@bryantstratton.edu or bcurtis@bryantstratton.edu Link: Holiday Schedule (Liverpool Campus) Bryant & Stratton College is CLOSED on the following days in 2012; January 2 nd New Year s September 3 rd Labor Day January 16 th Dr. Martin Luther King Jr. Day November 12 th Veterans Day February 20 th President s Day November 22 nd Thanksgiving May 25 th Memorial Day November 23 rd Thanksgiving May 28 th Memorial Day December 24 th Christmas July 4 th Independence Day December 25 th Christmas 14

15 Certified Financial Planner (In-Class) Our Program is designed to address the key financial planning topics needed for success on the CFP Certification Exam. Text Books are NOT included in the price of tuition. Our CFP Board approved program includes; Personal Financial Planning $729 This course provides an in-depth consideration of the fundamental concepts central to a professional understands of Personal Financial Planning. Construction of personal financial statements and application of time value of money concepts are mastered. Insurance Planning $729 This course introduces students to risk management and insurance decisions in personal financial planning. Topics include insurance for life, health, disability, property & liability risks, as well as annuities, group insurance, and long term care. Investment Planning $729 This course provides a survey and examination of the various investment vehicles and markets. The elements of investment risk, and the quantitative measurement of risk, are examined in the context of the modern port folio and pricing theories and investment strategies. Rigorous application of the timevalue formulae to investment pricing models is mastered. Investment analysis, selection, and management are considered from the perspective of an investor s risk tolerance and profile, and overall comprehensive financial plan. Income Tax Planning $729 Provisions of the Income Tax as it relates to individuals, couples, and families with the financial planning context are studied. Current issues in tax accounting and tax planning are also covered. Focus is apples to integration of tax issues and implications within the framework of a comprehensive financial plan Retirement Planning and Employee Benefits $729 This course provides consideration of the various alternatives available to the individual in planning and saving toward retirement. Study of the individual and employee -sponsored retirement programs and employee benefits, including the tax benefit as provided by the tax code, and of public plans such as Social Security, Medicaid and Medicare, provides a basis of the development of proficiency in making retirement planning recommendations to clients. 15

16 Certified Financial Planner (In-Class) con t Estate Planning $729 This course studies the estate planning process. A practical understanding of the federal estate and gift tax code, and its application in the personal estate planning context, is developed. Study of the probate process, wills trusts, property ownership forms, charitable transfers, and business transfers, and the applicable tax implications, provides a basis from which to formulate an estate plan within the framework of a comprehensive personal financial plan. Personal Financial Planning Capstone $729 This course engages the student in critical thinking and decision-making about personal financial management topics in the context of the financial planning process. Participants gain additional expertise in integrating the knowledge and skills mastered in the previous financial planning courses in the curriculum. Students learn to synthesize a comprehensive plan -of-action based on the full picture of the client s financial situation, and demonstrate their ability to clearly discuss and justify their recommendations. The skills that are honed in this course are especially useful in preparation for case-study format questions on the CFP Certification Examination. Schedule & Registration Please call for registration information and for an updated schedule of start dates for each of the cohort s listed below. Call today to register! CFP Cohorts: Each cohort will meet 1 day per week for 4 hours. Each course listed above consists of 10 courses for a total of 70 courses within the program. Please call for specific Start date s for the following Cohorts: January, June and September 16

17 Life, Accident & Health Online Bryant & Stratton College together with ABLE Incorporated have combined to bring you the most effective training solutions to help you become a licensed financial services professional. Our belief is that individual learning best occurs when training is delivered in a format that is best suited to an individual s learning style E Learning has emerged as valuable educational approach for aspiring professionals. Our presentation engine, ExamFX, combines rich multimedia instruction, interactive exercises, always -on reference tools and powerful self assessments to help insure that learning outcomes are met. Our state-of-the-art courses employ the latest web technologies to provide a dynamic learning environment that helps you to pass the state licensing exam. Life, Accident & Health: Basic $149 Exam FX (e-learning with practice questions, audio introductions and animated multimedia presentations) Life, Accident & Health: Advanced $229 Exam FX (e-learning with practice questions, audio introductions and animated multimedia presentations) Printed Study Guide. Life, Accident & Health: Ultimate $249 Exam FX (e-learning with practice questions, audio introductions and animated multimedia presentations) Printed Study Guide. ListenUp! Self Study Program (audio questions, answers and concepts). How to Register Please visit and click New Student. Following the registration process and begin your course as soon as you would like. Monitoring Upon completion of the chapter quizzes and your simulated exam, you are required to complete a monitored final exam. Please see our monitoring schedule on page

18 Online Programs Securities Online Bryant & Stratton College partners with the most innovative Securities Training companies to offer a full range of Self-Study, Online and Virtual courses for a variety of licenses including; Series 6, 7, 9, 24, 26, 55, 62, 63, 65 & 66 Whether you re looking simply to study from a text book, participate in a self paced online course or venture into a synchronous instructor led virtual course, Bryant & Stratton has an option for you. For more information on our offerings, pricing and more, call Brian Curtis at ext 270 or visit Certified Financial Planner Online Online CFP Bundle $3200 The Certified Financial Planner bundle all six of the online training courses you will need to prepare for the CFP certification exam. When you purchase the bundle you receive a package discount, however textbooks are not included. The courses included in this package are: 1. Personal Financial 2. Insurance Planning 3. Investment Planning 4. Income Tax Planning 5. Retirement Planning 6. Estate Planning 7. Financial Planning Capstone: Cases and Applications Online CFP Review $500 The CFP Certification Examination is one of the most difficult examinations in the financial services industry. Without the CFP Certification, you might be losing business to your competition. With the national pass average for the CFP Certification Examination around 55%, you have your work cut out for you. You probably heard from associates they attended a four or five day review class to "bring it all together." Many tell you they could not pass without a review. Keir offers 32 hours of review for this difficult exam. Since we recommend more than 200 hours of study, you will be studying for several weeks. During that time, Keir has scheduled weekly one-hour group phone conferences with an instructor to cover key information and discuss any problems you are having with the subject matter. The online class may be repeated as often as you wish, 24/7, for one exam cycle. Highlights of the program include: 24/7 access No travel expenses Includes text, audio, interactive exercises Updated 3 times a year to reflect new laws for each examination Weekly phone conferences with our instructors Full Certificates (More Programs available

19 Online Continuing Education Beginning in 2012 Bryant & Stratton College will offer a full range of Online Continuing Education courses to satisfy your 15 Credit License renewal requirement. Visit or call for further information. 19

20 20 Bryant & Stratton College Professional Skills Center 8687 Carling Road Liverpool, NY Phone: Fax: