Insurance
Ethics and the Financial Planning Process
We will examine the six steps of the financial planning process and the related Practice Standards as adopted by the CFP's Board of Governors as well as the relationship between each Practice Standard and the CFP Board's Code of Ethics and Professional Responsibility. Additionally, we will discuss examples, techniques, benefits and responsibilities of implementing these Practice Standards. Class is 3 hours of CEU's, and $33 if paid by October 28th. You cannot register online for this class through IWCC, please contact St. Ambrose Bus. Professionals at 1-800-747-7574 to register and make payment. Fee $29
| Section # | Location | Day(s) | Start Date | Start Time | Bld.& Room # |
Contact Number |
| INSUR 99*03 | Council Bluffs Campus | Th | 11/04/2010 | 8:00-11:00AM | Looft Hall 006 |
1 session | Call 712-325-3255 |
IRA's Rules and Strategies, New for 2010
We will look at the many rules governing the use of Traditional and Roth IRA's, including setting up an IRA, contributions, withdrawals, conversions, inheritance of IRA's, rollovers, required minimum distributions and acts that result in penalties. Special emphasis will be on the new rules for 2010 and the resulting strategies that can be employed to significantly benefit IRA owners. Class is 6 hours of CEU's, and $66 if paid by October 28th. You cannot register online for this class through IWCC, please contact St. Ambrose Bus. Professionals at 1-800-747-7574 to register and make payment. Fee $29
| Section # | Location | Day(s) | Start Date | Start Time | Bld.& Room # |
Contact Number |
| INSUR 99*04 | Council Bluffs Campus | Th | 11/04/2010 | 12:00-6:00PM | Looft Hall 006 |
1 session | Call 712-325-3255 |
Life Insurance Concepts
This course provides basic information on the most common life insurance concepts used to help clients meet their financial goals. These include using life insurance as a financial tool, explaining life insurance principles in today's market, determining life insurance needs and client's goals and meeting specific needs with various types of life insurance. Class is 3 hours of CEU's, and $33 if paid by August 19th. You cannot register online for this class through IWCC, please contact St. Ambrose Bus. Professionals at 1-800-747-7574 to register and make payment. Fee $29
| Section # | Location | Day(s) | Start Date | Start Time | Bld.& Room # |
Contact Number |
| INSUR 99*01 | Council Bluffs Campus | Th | 08/26/2010 | 8:00-11:00AM | Looft Hall 006 |
1 session | Call 712-325-3255 |
Managing Retirement Income
With the baby boomer generation's interest in early retirement and medical improvements in health and longevity, it is apparent that one of the major concerns is to ensure the ability to live a comfortable retirement life without running short of money. This course offers insights to help planners develop a strategy to manage income resources duing the client's retirement. Class is 6 hours of CEU's, and $66 if paid by August 19th. You cannot register online for this class through IWCC, please contact St. Ambrose Bus. Professionals at 1-800-747-7574 to register and make payment. Fee $29
| Section # | Location | Day(s) | Start Date | Start Time | Bld.& Room # |
Contact Number |
| INSUR 99*02 | Council Bluffs Campus | Th | 08/26/2010 | 12:00-6:00PM | Looft Hall 006 |
1 session | Call 712-325-3255 |
