Insurance licensing Courses We are proud to offer the following instructor led courses: Life, Accident & Health, Property & Casualty.Securities 6, 63, 7, 66, 65, and the SIE. Pre-licensing Education & Continuing Education Courses
We are proud to offer the following instructor lead pre-licensing education courses:
Life, Accident & Health
Property & Casualty
NASD Series 6 & 63
Locations
North Sho
re Location:
810 River Avenue, Suite 230, Pittsburgh, PA 15212
WE ALSO HAVE HOME STUDY & ONLINE OPTIONS AVAILABLE:
Study traditionally in your own home for your Pre-licensing Exam. Life, Accident & Health
Our 3-day Life Accident & Health Pre-licensing Course consists of instructor-led lessons, study manual and exam preparation. Life Accident & Health course topics covered include:
Insurance Regulation
General Insurance
Life Insurance Basics
Life Insurance Policies
Life Policy Provisions, Options & Riders
Annuities
Federal Tax Considerations
Qualified Plans
Health Insurance Basics
Disability
Individual Group & Health
Dental
Insurance for seniors
Ethics
Pre-licensing Course length: 24 hours
Property & Casualty
Our 3-day Property & Casualty Pre-licensing Course consists of instructor-led lessons, study manual and exam preparation. Course topics covered include:
Insurance Regulation
General Insurance
Property Insurance Basics
Dwelling Policy
Homeowners Policy
Commercial Package Policy
Business Owners Policy
Casualty Insurance Basics
Auto Insurance Laws
Personal Auto Policy
Commercial Auto Policy
Commercial General Liability
Homeowners Liability
Business Owners Liability
Workers Compensation Insurance
Commercial Crime
Farm Coverage
Umbrella/Excess Liability Policies
Surplus Lines
Surety Bonds
Inland/Ocean Marine Insurance
Ethics
Pre-licensing Course length: 24 hours
Series 6 & 63
Our 5-day Series 6 & 63 Pre-licensing Course consists of instructor-led lessons, study manual and exam preparation. Series 6 & 63 course topics covered include:
Series 6 Topics
Investment Securities
Securities Markets
Economic Factors
Investment Risk Factors
Suitability Factors
Investment Company Portfolio/Risk Characteristics
Investment Companies
Federal Income Tax Regulations for Mutual Funds
Customer Accounts
Contractual Plan/Periodic Payment Plan
Variable Contracts
Retirement Plans
General Industry Regulations
Regulations Related to Marketing/Prospecting
Rules Related to Sales Presentations/Materials
Rules Related to Transaction
Subsequent and Ongoing Communication and Service
Series 63 Topics
Broker/Dealers
Agents
Other Persons
Initial, Renewal, Update, Termination when Required
Ongoing Requirements
Definitions
Registration
Exemptions
Federal Covered Securities
Communications with Clients & Prospects
Trade Practices
Compensation and Other Issues
Operating Procedures for the Administrator
Administrative Actions and Basis for Disciplinary Action
Other Penalties & Liabilities
Other Provisions
