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.
15 Continuing Education Hours (CEU) required biennially
9 hours must be in the following areas:
3 CEU hours - Body preparation, care, or handling
3 CEU hours - Professional practices
3 CEU hours - Regulation and Ethics
Renewal December 31st:
- Odd # Licensees - Odd Year
- Even # Licensees - Even Years
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.