3,750
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Financial Services Certified Professional (FSCP)
Product and skills training is the foundation for career-long learning and helps advisors and agents succeed. The FSCP™ program is designed to take our current training curriculum to the next level – offering fresh content and the latest delivery technology to give financial services professionals’ even greater results.
Please Note:
Students are required to complete the seven (7) courses which must be done in order, before attempting the FP99 Certification Course & Examination.
FSCP 5-Year Rule
To keep the Financial Services Certified Professional (FSCP) programme and coursework relevant and current, The American College of Financial Services, the awarding body of the FSCP, in collaboration with CARAIFA, implemented in 2019 a “5-Year Rule”, which allows a student to apply completed course credits to their designation for up to five years after the first course is completed.
3,750
FA 202 – Techniques for Meeting Client Needs
3,750
FA 251 – Essentials of Business Insurance
3,750
FA 257 – Essentials of Life Insurance Products
3,750
FA 261 – Foundations of Retirement Planning
3,750
FA 271 – Foundations of Estate Planning
3,750
FA 290 – Ethics for the Financial Services Professional
3,750
FP 99 – FSCP Certification Course & Examination
Agency Management Training Course (AMTC)
A skill-building course designed to improve skills in areas critical to agency management. Moderated by local, experienced, successful managers utilizing class discussion, skill demonstrations, role-play, planning projects, and action projects. Areas covered include planning, recruiting, selection, training, and performance appraisal.
Who should enroll?
The AMTC is designed for field managers making the transition from a position with production responsibility to one with managerial responsibility. It is also appropriate for agency heads or functional managers, those having specialized functions such as recruiting or training, and those who need to develop their management skills to increase performance.
Who leads the AMTC course?
The AMTC is not a lecture course, so classes are led by moderators who facilitate lively discussion. AMTC moderators are accomplished field managers from your region who deliver the course in your language.
Even established agency managers find AMTC valuable as a refresher of fundamental ideas and as a source of new ideas from fellow students.
12,800
Agency Management Training Course
LIMRA’s Master Financial Advisor Designation
Elevate Your Financial Advisory Expertise Across 3 Comprehensive Levels
The MFA Series equips financial advisors with the skills, knowledge, and confidence to excel in the financial services industry. The program is divided into three levels, each focusing on a critical phase of an advisor’s professional journey.
MFA Level 1: Building a Strong Foundation
$ 1500 USD
In this foundational level, learners develop core competencies that lay the groundwork for building a successful practice and delivering trustworthy value to clients.
MFA Level 2: Putting Clients First
$ 1725 USD
Learners build on their foundation by refining their skills in client management and practice development.
MFA Level 3: The Business Advisor
$ 1725 USD
In this advanced level, learners shift their focus to advising businesses, mastering new competencies to serve corporate clients.
Associate Insurance Agency Manager (AIAM)
LIMRA created the Associate Insurance Agency Manager (AIAM) designation to help individuals make a successful transition from sales to management and to prepare and train agency managers in the skills demanded by their mission-critical role of finding and developing new sales talent.
By earning the prestigious AIAM designation, your sales agents and new managers can enhance their knowledge, improve their performance, and demonstrate their professional commitment to ongoing skills development.
Chartered Insurance Agency Manager (CIAM)
LIMRA created the CIAM designation to provide a track for professional development and a benchmark by which the manager can be measured and recognized. The candidate for CIAM makes a personal commitment to growth and development as a field manager. Since CIAM is international in scope, the curriculum for each step reflects the unique stages of industry development in countries all over the world.
The Chartered Insurance Agency Manager (CIAM) designation is the mark of professionalism, competence, and modern leadership in today’s insurance marketplace. Today, as never before, field managers must be fully equipped to meet the challenging demands of their role as leaders in the distribution of life insurance and financial services.
How do you earn the AIAM Designation?
Over the course of two years, the candidate must complete two courses to demonstrate proficiency:
Fast Track to Management
Complete Step 1: FT2M
50%
Pacesetter
Complete Step 2: Pacesetter
100%
How do you qualify for the CIAM Designation?
You must complete the following four courses, in addition to a final thesis to demonstrate proficiency:
Pacesetter
0
%
Pacesetter
Agency Management Training Course
0
%
AMTC
Agency Enhancement Series
0
%
AES
Managing Agency Profitability Series
0
%
MAPS
Final Thesis
0
%
Final Thesis