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.
Continuing Education 15 hours every two (2) years
10 of the 15 required hours can be online/self-study.
4 categories must be met every renewal with a minimum of 3 hours in each:
(Category 1) Grief Counseling/Communication
(Category 2) Professional Conduct
(Category 3) Business Management
(Category 4) Technical or practical aspects License
License Renewal Date: Dec 15th every ODD year
Independent study accepted with final exam.
Carryover Hours are not permitted.
Exemptions:
- 1st year licensees
All Courses are APFSP approved which are accepted by the State of Wisconsin.
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.