Educating professionals as well as the general public has always been at the heart of our work. Advisors participating in our program have the opportunity to share their commitment to continuing education in Estate and Long-Term Care Planning in a whole new way. Benefits to you participating include:
See below for a list of upcoming classes. Register and start earning your medallions.
Our courses are submitted to the State of Wisconsin for Insurance Continuing Education Credits as well as to the CFP Board. If you are seeking credits outside of these organizations, we recommend reaching out directly to the organization requiring the credits, such as your Insurance Producer, to verify whether the course will meet their specific requirements. We do not submit courses to programs such as ClearCert.