Welcome to Wall Street Instructors' NONQUALIFIED PLANS continuing education web course for Florida life agents.
This interactive self-study program has been accepted by the Florida Department of Financial Services to meet 6 credits of intermediate-level continuing education for life-licensed agents. FL DFS approval number:
This program is presented on-line - with a self-monitored final examination. If you have any questions or comments while you study the material, you may e-mail your questions to an instructor by simply clicking on the button on the left side of each page. If you wish to study the material off-line, a printable version of the study text is available - so you can study away from your computer.
The study lesson is divided into five Modules covering Nonqualified plans in general, and Deferred Compensation, Executive Bonus, Group Carve-Out and Takeover Defenses in greater detail.
Upon completion of the study materials you must pass a self-monitored final examination. Passing score is 70% correct. The final exam can be completed on the "honor system" - an outside monitor is not needed. When you have successfully completed the final examination, Wall Street Instructors will send you a certificate of completion for your records, and electronically file the completion with the Department of Financial Services.
NOTICE: While every effort has been made to provide up-to-date information, this program does not in any way offer legal or tax advice for specific situations.
We recommend using the "NEXT" links at the bottom of each page as a way of following the study materials in a coherent manner. Other links are provided at the bottom, side and top of each page to "skip through the pages" .
Please note: you must successfully complete each of the four sets of review questions and the final examination to earn continuing education credit.
to begin click:
copyright © 2007 Wall Street Instructors, Inc. All rights reserved. No portion of this program may be reproduced, stored in a retrieval system, or transmitted in any form or by any means mechanical, photocopying, recording or otherwise without prior written permission of Wall Street Instructors, Inc.