Welcome to Wall Street Instructors' Non-Qualified Plans continuing education web course. This interactive self-study program has been accepted by the Florida Department of Insurance to meet 6 credits of intermediate-level continuing education for life-licensed agents. FL DOI approval number: 47060
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 materials are broken into four chapters. As you proceed through the text, you will be presented with a set of review questions at the end of each chapter. 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 e-files 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.
to continue the Non-Qualified Plans Table of Contents