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.
14 hours of continuing education every 2 years is required.
4 hours must be in a seminar, and 10 hours may be online/homestudy.
Repeated courses in two consecutive years will not be accepted.
License Renewal Date: July 1st every 2 years.
Independent study accepted with final exam.
Carryover Hours are not permitted.
Exemptions:
- Extreme illness
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.
Accounting basics for keeping control of a funeral home business.
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.