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ATTENTION

Due to recent changes made by the CFP Board regarding continuing education course requirements, Wall Street Instructors is no longer able to offer credits for CFP Standards of Professional Conduct (the "CFP Ethics" course).   If you have paid for this course and the credits were not accepted by the CFP Board, we will refund your enrollment. 

 Credits earned in other Wall Street Instructors' continuing education courses for related licenses (such as insurance) may be submitted by CFP designees for CE credit with the CFP Board. 

 In the past, Wall Street Instructors filed CE credits directly with the CFP Board.  In light of recent changes made by the CFP Board to its fee structure and other requirements, it is no longer cost effective for Wall Street Instructors to offer this service to our clients.  We will continue to provide our clients who are CFP designees with all of the documentation and information necessary to self-report those credits. 

We apologize for any inconvenience these changes may cause.  Wall Street Instructors values your past business and we look forward to serving you in the future.  

Sincerely, 

Bob Oelke

Wall Street Instructors

 If you have any questions regarding CFP credits or courses you have enrolled in with Wall Street Instructors, please contact us at 954-764-0254 or email Scot at scot@wallstreetinstructors.com 

For information on self-reporting of CE credits, or a list of approved providers for the CFP Standards of Professional Conduct, please contact the CFP Board:  www.cfp.net

If you are having trouble getting us on the phone, please use the following temporary numbers:

Voice 305-295-0253
Fax 305-296-7743

CONTINUING EDUCATION REQUIREMENT:
 
SENIOR SUITABILITY

The new Senior Suitability requirement of 3 credits is in effect for all Florida Life Agents for compliance period ending January 2009 and after. This course replaces the ethics requirement. All other non-life licensed agents will still be required to complete the ethics course

NOW AVAILABLE! CLICK HERE TO ENROLL!

LONG TERM CARE

Long-term care (LTC) policies issued under partnership programs must meet certain criteria, including federal tax-qualification, consumer protections, and inflation protection provisions. You can learn all about this expanding field by taking the course Long-Term Care Partnerships

Long-Term Care Partnerships is recommended for staff and producers who need to understand the federal regulations and the role state plans play in funding public and private long-term care. Available online, the initial course is designed to meet NAIC guidelines (and Florida's adoption of those guidelines) requiring eight hours of training for those who sell partnership policies and 4 hours every compliance period after.
Both courses are available online!. 

NOW AVAILABLE ONLINE! CLICK HERE TO ENROLL!

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In the past twenty years, Wall Street Instructors has helped thousands
of Florida life and health insurance agents meet their continuing education
needs with practical, convenient and time-effective self-study programs.
We offer you up-to-date info that:

• boosts your understanding and confidence
• satisfies pre-licensing and CE requirements
• helps you better service your clients, and
• generates revenue
  
  In many cases, Wall Street Instructors’ courses also count
  toward CE requirements for CFP and other professional designations.

See why thousands of financial professionals have trusted
Wall Street Instructors to meet their educational requirements
and have referred their friends and colleagues over the past 15 years!.