Broker Educational Sales & Training Inc.

Broker Educational Sales & Training, INC. offers Group-live and QAS-Self-study online courses. Course credit is accepted in all states. Exams are taken online, with instant grading and certificates. Courses are also available in print form (sent in the mail).

Subject areas include: ethics, financial planning, tax, finance, estate planning, retirement planning, investments, insurance and specialized knowledge and applications.

We provide continuing professional education courses for the following licenses and certifications:

CERTIFIED FINANCIAL PLANNER™ (CFP®);
Certified Public Accountant (CPA);
CIMA / CPWA formerly IMCA (CIMA — Certified Investment Management Analyst®); (CPWA — Certified Private Wealth Advisor®)
PACE (CLU, ChFC)

CE, CPE Program Sponsorships:

CFP Board CE and Ethics Sponsor;
Approved Program Sponsor of National State Boards of Accountancy, National Registry of CPE Sponsors (Group-live and QAS), and Individual State Boards of Accountancy (where applicable);

Address

7137 Congress St.
New Port Richey
FL
34653
United States

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NASBA Approved providers

National Registry

Registry ID

105731

Approved Delivery Method

Group Live, QAS™ Self Study

This course is designed to give the insurance and financial professional a clear understanding of the estate planning process and the many changes after the enactment of the American Taxpayers Relief …

This course will provide the insurance professional a clear understanding of certain provisions of the recently passed Tax Cuts and Job Act of 2017 that will affect individuals and businesses large an …

Providing a clearer understanding of the importance of variable annuities in retirement planning, the course will identify the features and benefits of the variable annuity. It reviews the various ri …

This course provides the definition and classification of the various types of annuities highlighting the features, benefits and payout options of each. It also provides an in-depth look at the ethic …

Small businesses constitute an essential element of the U.S. economy. Approximately 34 million small businesses operate in the United States, making up the vast majority of employer firms in the count …

This course is designed to give the financial/insurance professional a clear understanding of the Roth IRA

This course is designed to give the insurance and financial professional a background of the Roth 401(k), an overview of the basic rules and distribution and rollover rules of the Roth 401(k), and con …

This course has been developed to give the agent a complete understanding of the importance of developing a retirement income plan for their clients. The course will consist of five sections: Secti …

This course is designed to give the financial advisor/insurance professional a clear understanding of the importance of Social Security and Medicare planning as part of their clients’ overall retireme …

The objective of this course is to provide the financial/insurance professional with a comprehensive review of Medicare and Medicare Supplemental lnsurance (Medigap) policies. The course will describe …

The Old-Age, Survivor and Disability Insurance (OASDI),which for most Americans means Social Security, is the largest income-maintenance program in the United States. Based on social insurance princi …

This course will give the insurance/financial professional an understanding of the importance of planning for rising health care costs for individuals in their retirement.

The purpose of this course is to give financial professionals a clear understanding of the challenges faced by retirees in the 21st century. Subjects in the course will include an overview of the ret …

IRA rollovers are the main driver of the IRA market. It has been projected that by 2017 IRA rollovers will total over $400 billion annually. This is a “goldmine” of opportunity for financial and ins …

This course is designed to give the financial and insurance professional an in-depth review of individual retirement arrangements.

This course has been designed to give the financial/insurance professional a clear understanding of the various tax laws and planning opportunities pertaining to IRA beneficiary designation planning.

Insurance is a highly regulated industry through Federal law and oversight, and from within the industry. The State of Florida adds to these specific regulations to protect its citizens public intere …

Every producer should comprehend the growing need for long term care insurance. Medicare and Medicaid offer some coverage with eligibility, but most clients will need to make arrangements to be able t …

Whether you sell life, or health insurance, annuities, long-term care insurance, disability income, or other financial products or services, this course will help you learn and understand the essentia …

This course has been written to give financial advisors insurance agents working in the retirement marketplace a clear understanding of their fiduciary roles and responsibilities under ERISA and the …

This course is designed to present the insurance producer with the ethical practices and standards required when conducting insurance business in their state.

This course provides the financial professional with an in-depth overview of the 401(k) market, explaining the eligibility, types and designs of 401(k) plans, contributions/distributions, investment v …

Retirement Resource Guide is designed to be a practical, business guide for financial advisors who seek to differentiate themselves and excel in the retirement plans marketplace. Each chapter begins b …

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