Investment Management
Why most investors trail the market, and how to avoid the same mistakes.
Every course we offer, with what it covers. Hours and prices are set by each state, so choose yours to see what a course counts for and costs.
180 hours for initial membership
20 hours annually
Course Subject Requirements are in Four Categories
Cat A Academic: includes scholarly articles, professional speeches or lectures, home-study courses and some college courses.
Cat B Professional Activities: includes attendance at a convention accredited by the APFSP, single-theme workshop, service as an officer in an organization.
Cat C Career Review: must submit a form to APFSP with documentation for this credit.
Cat D Public Education: includes civic or church organizations and any offices held.
Yearly Renewal
You will be sent a dues renewal statement and transcript on your anniversary date with the academy.
Independent study accepted with final exam
Carryover of 40 credit hours permitted annually
Boards change their rules, so please confirm with yours. Not sure what you need? Call (800) 731-4714 and we'll go through it with you.
Why most investors trail the market, and how to avoid the same mistakes.
How good managers motivate and coach their staff to do their best work.
Using informed forecasts to keep your business aligned with what families value.
Planning for disruptions, from a flat tire on the hearse to a major disaster.
Finding, hiring and keeping qualified staff.
Funeral service as a service business: competing on what families value.
Why client families buy, and how to serve people who never wanted to be customers.