Pay for 12 or 16 credit hours before attending your first live class and receive the CE-Advantage savings. With CE-Advantage, you select CE credits in any combination of half-day and full-day live classes. Fulfill your CE requirements quickly and save by calling 800-824-8742!
12 Credit Hours for $129
16 Credit Hours for $169
Note: CE-Advantage is for live classes only and all classes must be completed within one year of purchase date. Credits do not apply to Premier Series courses.
Location:
Kaplan University - Minneapolis City Center
40 South Seventh Street
Minneapolis, MN 55402
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Business Ethics Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
Learn the business ethics tools used by million dollar “Top of the Table” producers. Ever-increasing scrutiny requires insurance and investment professionals to run an ethically compliant practice. This course is designed to help agents to recognize problem areas and respond with integrity. You’ll learn to build a personal ethical system that works consistently and helps increase your business. See how focusing on doing things right actually makes you more money.
Location:
Kaplan University - Minneapolis City Center
40 South Seventh Street
Minneapolis, MN 55402
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Social Security 2010 and Beyond Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class offers an overview of the Social Security program. It looks back on the history of the program since its beginning, as well as the current program. Topics include the taxes we pay for its maintenance and the potential for taxation of benefits. We also discuss survivor benefits, and family limits. The class also touches on Medicare and the outlook for the future.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
A Day in the Life of an Identity Thief Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Learn how to prevent identity theft by thinking like a criminal. Customers entrust their insurance and real estate agents with a wide variety of personal information. It if falls into the wrong hands, the damage to the customer’s life and the agent’s reputation could be extreme. This class will provide the tools that can significantly reduce your chances, and your clients’ chances of becoming a victim.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Countdown to Retirement Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
There is no substitution for long-term planning and preparation for retirement. This full-day course provides a plan and timetable for building financial independence in retirement, while at the same time, enjoying a reasonable lifestyle through the working years. You’ll learn how to put your dollars to work, fund a higher education, manage your money, reduce taxes, provide risk protection, and set up an estate plan.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Medicare from A to D Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
This federal health program has significant gaps in coverage that could threaten the lifestyle and assets of your elderly clients. With so much at stake, your senior clients will expect you to be familiar with the Medicare coverage gaps and guide them to the best solution. This class is an overview of Medicare, Parts A-D, and Medicare supplements.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
COBRA Benefits: What You Don't Know Can Hurt Your Clients...and You Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
The American Recovery and Reinvestment Act of 2009 (ARRA) made changes in COBRA that significantly impact employers and potentially expose companies to enormous financial risk and penalties for noncompliance. Developed for agents dealing with small businesses or for organizations without COBRA-dedicated HE staff, this course covers the act’s basic provisions as well as individual state continuation regulations.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Health Care Reform: Facts, Myths, and Misconceptions Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Historic health care reform was passed into law in 2010. Although it will take several years to implement, insurance agents need to prepare for the upcoming changes. In this course, you will learn about the history of health care reform in the U.S., the current state of the health care system, the key components of the new law and the timeline for implementation.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Quality Financial Services for the Not-So-Affluent Investor Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
Most investors have less than $250,000 in assets. In this class, agents will review the traits of small net worth clients, referral strategies and income streams. This class shows how clients with smaller portfolios tend to be more loyal and how you can carve out a niche serving the less affluent.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
The Benefits of Fee Based Managed Money Programs Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 2.00
Fee-based financial advisors and the Registered Investment Adviser market is one of the fastest growing distribution channels in the financial services industry. This course will cover the main styles of money management used by managers, why and how it may be beneficial to clients and the financial services professional’s relationships with his or her clients. Specific topics covered will include:
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Estate Planning from A to Z Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Insurance agents and financial services professionals who take this course will get an in depth look at the fundamentals of estate planning under the new tax legislation. The course will include a detailed examination of wills, trusts and the probate process as well as power of attorney, health care directives and other potential disability and long term care planning needs. This course will enable attendees to identify shortcomings in their clients’ estate plans and help guide them to the best solutions
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Ethics and Best Business Practices Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Human Resources 101: Avoiding Hot Water Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
Many employers say their toughest job is handling the day-to-day management of employees. This class offers managers the resources to confidently deal with daily matters beyond their usual routine. Learn about state, federal and company regulations, documentation, interviewing, harassment and more. You will gain the knowledge and self-assurance to make decisions in a more compliant way.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
The Umbrella Policy Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
Cover your customers with an umbrella policy large enough to protect them from major financial blows. Learn what protection is provided by a typical umbrella policy and what claims are not covered. This class explores coverage issues using real-life claims and defenses to claims under Minnesota’s comparative fault system.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Myths and Mysteries of Personal Injury Claims Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Learn how to help your clients sort out the facts from the fiction of personal injury claims. This class will shed light on important issues and misconceptions about personal injury claims using real-life examples.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 am - 5:00 pm
Tax Write-Offs for the Self-Employed Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Get the latest facts on tax write-offs for the self-employed. Starting with the federal tax system, you’ll review recordkeeping requirements, length of time mandates, and estimated tax requirements. You will learn specific business deductions, including first-year write-offs. You’ll understand retirement plan contributions - and strategies to make the most of them. In addition, you will discuss marginal tax rate versus effective tax rate, as well as issues related to independent contractor status and entity choices.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Auto Insurance-Up Close and Personal Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Get an inside look at personal auto policies. Created for agents selling personal policies, this course will focus on the fundamentals of auto insurance, types of vehicles covered, and unique Minnesota provisions. Agents will also learn about the options for high-risk drivers and how to customize a policy.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
The Growing Challenge of Mold Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Discover how to separate the facts from the hype about mold. Mold continues to be a prickly issue for insurers, agents, and homeowners. Yet, with mold becoming better understood, a few insurance carriers now offer some insurance coverage for contractors, but not homeowners. Armed with the latest information, you will be ready to help your clients keep mold in perspective - and panic at bay.
Medical Assistance Eligibility and the Long-Term Care Partnership Program (8-Hr.)
St. Paul, MN –
February 20, 2012 Line of Authority: LTC/MA/PT Credit Hours: 8.00
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Medical Assistance Eligibility and the Long-Term Care Partnership Program (8-Hr.) Total Credit Hours: 8.0
Credit hours apply to all of the following:
LTC/MA/PT (8.0 Credit Hours)
CFP Credit Hours: 8.00
This class satisfies the eight-hour initial training requirement for Minnesota long-term care producers. You will develop an understanding of how the partnership programs work and the pros and cons of partnership qualified policies. Also learn how the new partnership qualified policies interact with Medical Assistance. This class covers state and federal regulations and asset transfers.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
Buying Within Your Budget Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Learning how to budget is essential to getting out of debt and making the best decision when buying a home. Discover methods to help you and your clients decrease debt, improve credit, and save more of your hard-earned money. Budgeting correctly will help you make effective and smart decisions when making any purchase, including home buying. Learn how to live on what you earn, to the penny!
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Ethics for Insurance and Financial Professionals Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
CFP Credit Hours: 3.00
This course will discuss compliance and ethics, will delve into the difference between acting legally and acting ethically. Students will have an opportunity to contribute to an interactive discussion of ethical issues and guidelines regarding attitudes and specific conduct. You’ll talk about the responsibilities that insurance and financial professionals owe to their clients and the companies they represent as well as the obligations owed to the regulators and the public.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Asset Allocation and Beyond Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
This class is a new look at how insurance, annuities, and real estate enhance the traditional portfolio models. This full-day class offers professionals a fresh look at the basic tenets of asset allocation, its benefits, and its impact on clients. Discover how to invest using asset allocation. Learn about the virtues of indexing versus professional management. Find out why “new traditional asset classes” are hot - and how major institutions are using them.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Tax Traps in Life Insurance and Annuities Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Search and Rescue: Saving Failing Life Insurance Policies Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Many life insurance policies are sold without a complete understanding of how they work. This class examines the elements necessary for establishing viable long-term policies, including proper funding, realistic interest rate assumptions, trustee selection, and more. Learn to identify the problem before your client puts more money into a losing policy. We’ll also review rescue options. Assessing a life insurance policy is great way to help your client avoid a potential economic loss.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Financial Planning for Families with Special Needs Dependents Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Raising a child with special needs can create major challenges to the family financial situation. In this course, you will learn about important differences between special needs planning and traditional planning. You will discover how to strike a balance between the needs of the parents and the needs of the child while weighing your client’s investment risk.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Higher Education Planning Strategies Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Higher education costs are on the rise. In this course, you will learn about various college funding vehicles like 529 plans, UGMA/UTMA, and EE bonds. Agents need to know what role a client’s assets play in the overall financial aid package. The course will conclude with an overview of scholarships, grants, work study programs and other funding options.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 am - 5:00 pm
CSI Minnesota: Credit Score Investigation Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Your credit rating may be the single biggest factor in determining your mortgage rates, insurance rates for home, car, and health policies, along with the rates paid on credit cards. This course teaches you how to help clients with damaged credit. Learn trade secret strategies that can improve anyone’s credit score. In addition, you’ll look at the credit effects of short sales, foreclosure, and lease option contracts.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Essential Planning for Singles and Non Married Couples Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Federal and state laws provide over 1,000 protections and benefits to married couples - but what about singles or unmarried couples? This course looks at the critical planning issues-financial, health care, estate planning, and more- for this huge segment of our population. Learn the legal implications for monetary investments and assets, titles and property transfers, and conservatorships of singles and nonmarried couples.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Ethics and Best Business Practices Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 am - 5:00 pm
Tax Write-Offs for the Self-Employed Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Get the latest facts on tax write-offs for the self-employed. Starting with the federal tax system, you’ll review recordkeeping requirements, length of time mandates, and estimated tax requirements. You will learn specific business deductions, including first-year write-offs. You’ll understand retirement plan contributions - and strategies to make the most of them. In addition, you will discuss marginal tax rate versus effective tax rate, as well as issues related to independent contractor status and entity choices.
Medical Assistance Eligibility and the Long-Term Care Partnership Program (8-Hr.)
Bloomington, MN –
March 9, 2012 Line of Authority: LTC/MA/PT Credit Hours: 8.00
Notes:
PARKING PERMIT REQUIRED. Obtain a free permit at class when you check in or YOU WILL BE TOWED!
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Medical Assistance Eligibility and the Long-Term Care Partnership Program (8-Hr.) Total Credit Hours: 8.0
Credit hours apply to all of the following:
LTC/MA/PT (8.0 Credit Hours)
CFP Credit Hours: 8.00
This class satisfies the eight-hour initial training requirement for Minnesota long-term care producers. You will develop an understanding of how the partnership programs work and the pros and cons of partnership qualified policies. Also learn how the new partnership qualified policies interact with Medical Assistance. This class covers state and federal regulations and asset transfers.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
After the Crash Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
In this class you will receive an updated overview of no-fault benefits. You will also investigate the issues related to uninsured/underinsured motorist coverage. This class goes beyond the statutes and examines precedent-setting litigation that may be valuable to you while designing coverage.
Location:
Kaplan University - Minneapolis City Center
40 South Seventh Street
Minneapolis, MN 55402
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Elder Law and Medical Assistance Programs Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
New legislation and rules adopted by the State of Minnesota contain some very significant changes to Medical Assistance eligibility. In this class, you will learn the basics of long-term care planning and how the new Medical Assistance laws may adversely affect the disabled and elderly. This class looks at positive strategies for dealing with this developing situation.
Location:
Kaplan University - Minneapolis City Center
40 South Seventh Street
Minneapolis, MN 55402
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Ethics for Insurance and Financial Professionals Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
CFP Credit Hours: 3.00
This course will discuss compliance and ethics, will delve into the difference between acting legally and acting ethically. Students will have an opportunity to contribute to an interactive discussion of ethical issues and guidelines regarding attitudes and specific conduct. You’ll talk about the responsibilities that insurance and financial professionals owe to their clients and the companies they represent as well as the obligations owed to the regulators and the public.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 am - 5:00 pm
To Fall and Rise Again: Life After Financial Crisis Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Turmoil in the economic markets and the decline in equity and property values have had a dramatic impact on everyone’s financial picture. The result is that countless individuals and their families are facing complex real estate and financial challenges. Learn to assess and correct these shaky financial circumstances in order to rebuild a stronger financial future for your clients.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Financial Planning Cornerstones Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
The best financial planning considers the implications each decision has on other aspects of life. In this class, you will learn to help your clients develop a bigger picture of financial planning. Learn how taxes and recent tax law changes impact financial planning. Advisors will also examine the impact higher education costs have upon retirement planning, as well as the role Social Security plays in financial planning.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Different Strokes for Different Folks Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Get a good foundation in estate planning with this course. When it comes to estate planning, many of us find we have a little bit of The Beverly Hillbillies in us. This fun course offers a fresh look at estate planning using the characters of the popular 1960s television show. Every estate is unique - and this course covers the planning fundamentals to achieve the client’s goals.
Location:
Minneapolis City Center
40 South Seventh Street
Minneapolis, MN 55402
[ Get Directions ]
Class Time: 8:00 am - 5:00 pm
CSI Minnesota: Credit Score Investigation Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Your credit rating may be the single biggest factor in determining your mortgage rates, insurance rates for home, car, and health policies, along with the rates paid on credit cards. This course teaches you how to help clients with damaged credit. Learn trade secret strategies that can improve anyone’s credit score. In addition, you’ll look at the credit effects of short sales, foreclosure, and lease option contracts.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Medical Assistance Eligibility and the LTC Partnership Program (4-Hr.) Total Credit Hours: 4.0
Credit hours apply to all of the following:
LTC/MA/PT (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class satisfies the mandatory four-hour ongoing training for Minnesota long-term care producers. Agents who completed the 8-hour initial training for long-term care producers are required to complete a mandatory 4-hour ongoing training course within 24 months of the initial training. Get the latest information and updates on important changes to the Minnesota Long-Term Care Partnership Program.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Business Ethics Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
Learn the business ethics tools used by million dollar “Top of the Table” producers. Ever-increasing scrutiny requires insurance and investment professionals to run an ethically compliant practice. This course is designed to help agents to recognize problem areas and respond with integrity. You’ll learn to build a personal ethical system that works consistently and helps increase your business. See how focusing on doing things right actually makes you more money.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Auto Insurance-Up Close and Personal Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Get an inside look at personal auto policies. Created for agents selling personal policies, this course will focus on the fundamentals of auto insurance, types of vehicles covered, and unique Minnesota provisions. Agents will also learn about the options for high-risk drivers and how to customize a policy.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
The Growing Challenge of Mold Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Discover how to separate the facts from the hype about mold. Mold continues to be a prickly issue for insurers, agents, and homeowners. Yet, with mold becoming better understood, a few insurance carriers now offer some insurance coverage for contractors, but not homeowners. Armed with the latest information, you will be ready to help your clients keep mold in perspective - and panic at bay.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Estate Planning from A to Z Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Insurance agents and financial services professionals who take this course will get an in depth look at the fundamentals of estate planning under the new tax legislation. The course will include a detailed examination of wills, trusts and the probate process as well as power of attorney, health care directives and other potential disability and long term care planning needs. This course will enable attendees to identify shortcomings in their clients’ estate plans and help guide them to the best solutions
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Health Care Around the World: Facts, Myths and the Unknown Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Historic health care reform was passed into law in 2010. Although it will take several years to implement, insurance agents need to prepare for the upcoming changes. In this course, you will learn about the history of health care reform in the U.S., the current state of the health care system, the key components of the new law and the timeline for implementation.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Innovations in Group Health Insurance Plans Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
The group health insurance industry is changing. Double-digit premium increases and big carrier consolidation are common. Costs are driving employers and employees to distraction. Innovations are needed to fix the system. In this class, you will discuss marketplace pressures and solutions, tiered managed care networks, health reimbursement accounts and consumerism. Agents will learn how to move ahead and help clients understand these critical problems.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Life Insurance: The Basics and Then Some Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. In this full day course, you will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Beneficiary Designations-Treasure Chest or Time Bomb? Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Beneficiary designations may seem straightforward, but they are dangerously complicated. Understanding the implications of beneficiary designations is critical to making a client’s policy a treasure chest, not a time bomb. In this course, you’ll not only learn how to avoid the landmines in beneficiary designations but also how to write correct beneficiary designations for various client situations.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Beneficiary Designations II: The Devil's in the Details Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Get hands-on experience dealing with circumstances that require unique solutions. Roll up your sleeves and delve deeper into the intricacies of the complex world of beneficiary designations. These powerful few words have enormous impact on policies, taxes, trusts, and more. Developed as the sequel to Beneficiary Designations - Treasure Chest or Time Bomb, this course provides critical insights into beneficiary designations.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Ethics for Insurance and Financial Professionals Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
CFP Credit Hours: 3.00
This course will discuss compliance and ethics, will delve into the difference between acting legally and acting ethically. Students will have an opportunity to contribute to an interactive discussion of ethical issues and guidelines regarding attitudes and specific conduct. You’ll talk about the responsibilities that insurance and financial professionals owe to their clients and the companies they represent as well as the obligations owed to the regulators and the public.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Health Care Reform: Facts, Myths, and Misconceptions Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Historic health care reform was passed into law in 2010. Although it will take several years to implement, insurance agents need to prepare for the upcoming changes. In this course, you will learn about the history of health care reform in the U.S., the current state of the health care system, the key components of the new law and the timeline for implementation.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Quality Financial Services for the Not-So-Affluent Investor Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
Most investors have less than $250,000 in assets. In this class, agents will review the traits of small net worth clients, referral strategies and income streams. This class shows how clients with smaller portfolios tend to be more loyal and how you can carve out a niche serving the less affluent.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
The Benefits of Fee Based Managed Money Programs Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 2.00
Fee-based financial advisors and the Registered Investment Adviser market is one of the fastest growing distribution channels in the financial services industry. This course will cover the main styles of money management used by managers, why and how it may be beneficial to clients and the financial services professional’s relationships with his or her clients. Specific topics covered will include:
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
A Day in the Life of an Identity Thief Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Learn how to prevent identity theft by thinking like a criminal. Customers entrust their insurance and real estate agents with a wide variety of personal information. It if falls into the wrong hands, the damage to the customer’s life and the agent’s reputation could be extreme. This class will provide the tools that can significantly reduce your chances, and your clients’ chances of becoming a victim.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 am - 12:00 pm
The Secure Property Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Establishing a safe and secure environment is now within the reach of nearly every home or business, through advances in technology. This course covers structural features and design, lighting and alarms, computer integration (SmartHouse), and property value enhancements. Get first-hand knowledge of security components of both residential and commercial buildings through the use of case studies.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Markets in Turmoil-Weathering the Storm Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Hear new insights and strategies for investing during turbulent times. This class provides a clear explanation and new strategies to help restore clients’ trust in you and in the markets. Agents will look at the roots of today’s credit crunch and financial crisis, availability of easy credit, changes in the regulatory environment and the focus shift away from the borrower.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Suitability for Annuities - Avoiding (and Surviving) Hot Water Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This course will prepare the insurance and financial services professional with the tools to show a federal or state regulator a documented file that demonstrates suitability of an annuity sale in the event of an examination or customer complaint. Attendees will gain an increased understanding of the regulations that define suitability requirements for annuities and proactive steps they can take to assure that they can support your actions with adequate documentation.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Search and Rescue: Saving Failing Life Insurance Policies Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Many life insurance policies are sold without a complete understanding of how they work. This class examines the elements necessary for establishing viable long-term policies, including proper funding, realistic interest rate assumptions, trustee selection, and more. Learn to identify the problem before your client puts more money into a losing policy. We’ll also review rescue options. Assessing a life insurance policy is great way to help your client avoid a potential economic loss.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Tax Traps in Life Insurance and Annuities Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Ethics for Insurance and Financial Professionals Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
CFP Credit Hours: 3.00
This course will discuss compliance and ethics, will delve into the difference between acting legally and acting ethically. Students will have an opportunity to contribute to an interactive discussion of ethical issues and guidelines regarding attitudes and specific conduct. You’ll talk about the responsibilities that insurance and financial professionals owe to their clients and the companies they represent as well as the obligations owed to the regulators and the public.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Social Security 2010 and Beyond Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class offers an overview of the Social Security program. It looks back on the history of the program since its beginning, as well as the current program. Topics include the taxes we pay for its maintenance and the potential for taxation of benefits. We also discuss survivor benefits, and family limits. The class also touches on Medicare and the outlook for the future.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Medicare from A to D Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
This federal health program has significant gaps in coverage that could threaten the lifestyle and assets of your elderly clients. With so much at stake, your senior clients will expect you to be familiar with the Medicare coverage gaps and guide them to the best solution. This class is an overview of Medicare, Parts A-D, and Medicare supplements.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Myths and Mysteries of Personal Injury Claims Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Learn how to help your clients sort out the facts from the fiction of personal injury claims. This class will shed light on important issues and misconceptions about personal injury claims using real-life examples.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
The Umbrella Policy Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
Cover your customers with an umbrella policy large enough to protect them from major financial blows. Learn what protection is provided by a typical umbrella policy and what claims are not covered. This class explores coverage issues using real-life claims and defenses to claims under Minnesota’s comparative fault system.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Guide to Taxation and Financial Planning Total Credit Hours: 16.0
Credit hours apply to all of the following:
General (16.0 Credit Hours)
CFP Credit Hours: 16.00
Chris Bird’s winning investment strategies and financial planning guidance will show you how to take control of your financial future. Before investing in anything, this practical and current course will help you assess your unique situation and analyze your investment choices. If you want to understand personal taxation and financial planning, you should plan to attend Chris Bird’s Guide to Taxation and Financial Planning course. ACT NOW! Due to the specialized nature of this course, class size is strictly limited!
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Quality Financial Services for the Not-So-Affluent Investor Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
Most investors have less than $250,000 in assets. In this class, agents will review the traits of small net worth clients, referral strategies and income streams. This class shows how clients with smaller portfolios tend to be more loyal and how you can carve out a niche serving the less affluent.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Buying Within Your Budget Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Learning how to budget is essential to getting out of debt and making the best decision when buying a home. Discover methods to help you and your clients decrease debt, improve credit, and save more of your hard-earned money. Budgeting correctly will help you make effective and smart decisions when making any purchase, including home buying. Learn how to live on what you earn, to the penny!
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Ethics and Best Business Practices Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Innovations in Group Health Insurance Plans Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
The group health insurance industry is changing. Double-digit premium increases and big carrier consolidation are common. Costs are driving employers and employees to distraction. Innovations are needed to fix the system. In this class, you will discuss marketplace pressures and solutions, tiered managed care networks, health reimbursement accounts and consumerism. Agents will learn how to move ahead and help clients understand these critical problems.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Incorporate...or Not? Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Choose the best legal structure for you, your clients, and your business. One of the most important business decisions you will make is the legal organization of your company. It impacts everything from taxes and personal liability to the ability to borrow money. You’ll discover the differences among business entities, including Sole Proprietorships, Partnerships, Corporations and Limited Liability Companies (LLCs). This course looks at which legal structure best suits your business.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Income, Flat, and Fair Tax: Which Is in Our Future? Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Separate the truth from the buzz about tax options. Taxes are inevitable. However, the alternative tax proposals being discussed raise intense issues. Who’s going to pay to support these programs? You’ll learn how the flat tax could streamline today’s complex system by putting everyone in the same bracket, eliminate loopholes, and eliminate taxes on investment income. You’ll consider alternative tax proposals’ impact on economic growth, productivity, and income.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Tax Write-Offs for the Self-Employed Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Get the latest facts on tax write-offs for the self-employed. Starting with the federal tax system, you’ll review recordkeeping requirements, length of time mandates, and estimated tax requirements. You will learn specific business deductions, including first-year write-offs. You’ll understand retirement plan contributions - and strategies to make the most of them. In addition, you will discuss marginal tax rate versus effective tax rate, as well as issues related to independent contractor status and entity choices.
Location:
Kaplan University - Minneapolis City Center
40 South Seventh Street
Minneapolis, MN 55402
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Ethics for Insurance and Financial Professionals Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
CFP Credit Hours: 3.00
This course will discuss compliance and ethics, will delve into the difference between acting legally and acting ethically. Students will have an opportunity to contribute to an interactive discussion of ethical issues and guidelines regarding attitudes and specific conduct. You’ll talk about the responsibilities that insurance and financial professionals owe to their clients and the companies they represent as well as the obligations owed to the regulators and the public.
Location:
Kaplan University - Minneapolis City Center
40 South Seventh Street
Minneapolis, MN 55402
[ Get Directions ]
Class Time: 1:00 pm - 5:00 pm
The Benefits of Fee Based Managed Money Programs Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 2.00
Fee-based financial advisors and the Registered Investment Adviser market is one of the fastest growing distribution channels in the financial services industry. This course will cover the main styles of money management used by managers, why and how it may be beneficial to clients and the financial services professional’s relationships with his or her clients. Specific topics covered will include:
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 pm
A Day in the Life of an Identity Thief Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Learn how to prevent identity theft by thinking like a criminal. Customers entrust their insurance and real estate agents with a wide variety of personal information. It if falls into the wrong hands, the damage to the customer’s life and the agent’s reputation could be extreme. This class will provide the tools that can significantly reduce your chances, and your clients’ chances of becoming a victim.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 pm
The Secure Property Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Establishing a safe and secure environment is now within the reach of nearly every home or business, through advances in technology. This course covers structural features and design, lighting and alarms, computer integration (SmartHouse), and property value enhancements. Get first-hand knowledge of security components of both residential and commercial buildings through the use of case studies.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
From Gunshots to Dog Bites Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
There is no longer such a thing as a typical liability claim. Today, courts are hearing claims covering everything from sexually transmitted diseases, to serving alcohol to minors, to gunshots and dog bites. This class will teach you how to design coverage to make sure your clients are protected. Actual cases are used to illustrate how the courts establish comparative fault, liability, and damages.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Business Ethics Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
Learn the business ethics tools used by million dollar “Top of the Table” producers. Ever-increasing scrutiny requires insurance and investment professionals to run an ethically compliant practice. This course is designed to help agents to recognize problem areas and respond with integrity. You’ll learn to build a personal ethical system that works consistently and helps increase your business. See how focusing on doing things right actually makes you more money.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Essential Planning for Singles and Non Married Couples Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Federal and state laws provide over 1,000 protections and benefits to married couples - but what about singles or unmarried couples? This course looks at the critical planning issues-financial, health care, estate planning, and more- for this huge segment of our population. Learn the legal implications for monetary investments and assets, titles and property transfers, and conservatorships of singles and nonmarried couples.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
After the Crash Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
In this class you will receive an updated overview of no-fault benefits. You will also investigate the issues related to uninsured/underinsured motorist coverage. This class goes beyond the statutes and examines precedent-setting litigation that may be valuable to you while designing coverage.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
CSI Minnesota: Credit Score Investigation Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Your credit rating may be the single biggest factor in determining your mortgage rates, insurance rates for home, car, and health policies, along with the rates paid on credit cards. This course teaches you how to help clients with damaged credit. Learn trade secret strategies that can improve anyone’s credit score. In addition, you’ll look at the credit effects of short sales, foreclosure, and lease option contracts.
Medical Assistance Eligibility and the Long-Term Care Partnership Program (8-Hr.)
Plymouth, MN –
April 27, 2012 Line of Authority: LTC/MA/PT Credit Hours: 8.00
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Medical Assistance Eligibility and the Long-Term Care Partnership Program (8-Hr.) Total Credit Hours: 8.0
Credit hours apply to all of the following:
LTC/MA/PT (8.0 Credit Hours)
CFP Credit Hours: 8.00
This class satisfies the eight-hour initial training requirement for Minnesota long-term care producers. You will develop an understanding of how the partnership programs work and the pros and cons of partnership qualified policies. Also learn how the new partnership qualified policies interact with Medical Assistance. This class covers state and federal regulations and asset transfers.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Ethics and Best Business Practices Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Elder Law and Medical Assistance Programs Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
New legislation and rules adopted by the State of Minnesota contain some very significant changes to Medical Assistance eligibility. In this class, you will learn the basics of long-term care planning and how the new Medical Assistance laws may adversely affect the disabled and elderly. This class looks at positive strategies for dealing with this developing situation.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
The Secure Property Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Establishing a safe and secure environment is now within the reach of nearly every home or business, through advances in technology. This course covers structural features and design, lighting and alarms, computer integration (SmartHouse), and property value enhancements. Get first-hand knowledge of security components of both residential and commercial buildings through the use of case studies.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
A Day in the Life of an Identity Thief Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Learn how to prevent identity theft by thinking like a criminal. Customers entrust their insurance and real estate agents with a wide variety of personal information. It if falls into the wrong hands, the damage to the customer’s life and the agent’s reputation could be extreme. This class will provide the tools that can significantly reduce your chances, and your clients’ chances of becoming a victim.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Ethics for Insurance and Financial Professionals Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
CFP Credit Hours: 3.00
This course will discuss compliance and ethics, will delve into the difference between acting legally and acting ethically. Students will have an opportunity to contribute to an interactive discussion of ethical issues and guidelines regarding attitudes and specific conduct. You’ll talk about the responsibilities that insurance and financial professionals owe to their clients and the companies they represent as well as the obligations owed to the regulators and the public.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
COBRA Benefits: What You Don't Know Can Hurt Your Clients...and You Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
The American Recovery and Reinvestment Act of 2009 (ARRA) made changes in COBRA that significantly impact employers and potentially expose companies to enormous financial risk and penalties for noncompliance. Developed for agents dealing with small businesses or for organizations without COBRA-dedicated HE staff, this course covers the act’s basic provisions as well as individual state continuation regulations.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Guide to Taxation and Financial Planning Total Credit Hours: 16.0
Credit hours apply to all of the following:
General (16.0 Credit Hours)
CFP Credit Hours: 16.00
Chris Bird’s winning investment strategies and financial planning guidance will show you how to take control of your financial future. Before investing in anything, this practical and current course will help you assess your unique situation and analyze your investment choices. If you want to understand personal taxation and financial planning, you should plan to attend Chris Bird’s Guide to Taxation and Financial Planning course. ACT NOW! Due to the specialized nature of this course, class size is strictly limited!
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
The Growing Challenge of Mold Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Discover how to separate the facts from the hype about mold. Mold continues to be a prickly issue for insurers, agents, and homeowners. Yet, with mold becoming better understood, a few insurance carriers now offer some insurance coverage for contractors, but not homeowners. Armed with the latest information, you will be ready to help your clients keep mold in perspective - and panic at bay.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Auto Insurance-Up Close and Personal Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Get an inside look at personal auto policies. Created for agents selling personal policies, this course will focus on the fundamentals of auto insurance, types of vehicles covered, and unique Minnesota provisions. Agents will also learn about the options for high-risk drivers and how to customize a policy.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
To Fall and Rise Again: Life After Financial Crisis Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Turmoil in the economic markets and the decline in equity and property values have had a dramatic impact on everyone’s financial picture. The result is that countless individuals and their families are facing complex real estate and financial challenges. Learn to assess and correct these shaky financial circumstances in order to rebuild a stronger financial future for your clients.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Tax Write-Offs for the Self-Employed Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Get the latest facts on tax write-offs for the self-employed. Starting with the federal tax system, you’ll review recordkeeping requirements, length of time mandates, and estimated tax requirements. You will learn specific business deductions, including first-year write-offs. You’ll understand retirement plan contributions - and strategies to make the most of them. In addition, you will discuss marginal tax rate versus effective tax rate, as well as issues related to independent contractor status and entity choices.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Income, Flat, and Fair Tax: Which Is in Our Future? Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Separate the truth from the buzz about tax options. Taxes are inevitable. However, the alternative tax proposals being discussed raise intense issues. Who’s going to pay to support these programs? You’ll learn how the flat tax could streamline today’s complex system by putting everyone in the same bracket, eliminate loopholes, and eliminate taxes on investment income. You’ll consider alternative tax proposals’ impact on economic growth, productivity, and income.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Incorporate...or Not? Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Choose the best legal structure for you, your clients, and your business. One of the most important business decisions you will make is the legal organization of your company. It impacts everything from taxes and personal liability to the ability to borrow money. You’ll discover the differences among business entities, including Sole Proprietorships, Partnerships, Corporations and Limited Liability Companies (LLCs). This course looks at which legal structure best suits your business.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Health Care Around the World: Facts, Myths and the Unknown Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Historic health care reform was passed into law in 2010. Although it will take several years to implement, insurance agents need to prepare for the upcoming changes. In this course, you will learn about the history of health care reform in the U.S., the current state of the health care system, the key components of the new law and the timeline for implementation.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Medical Assistance Eligibility and the LTC Partnership Program (4-Hr.) Total Credit Hours: 4.0
Credit hours apply to all of the following:
LTC/MA/PT (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class satisfies the mandatory four-hour ongoing training for Minnesota long-term care producers. Agents who completed the 8-hour initial training for long-term care producers are required to complete a mandatory 4-hour ongoing training course within 24 months of the initial training. Get the latest information and updates on important changes to the Minnesota Long-Term Care Partnership Program.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Medicare from A to D Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
This federal health program has significant gaps in coverage that could threaten the lifestyle and assets of your elderly clients. With so much at stake, your senior clients will expect you to be familiar with the Medicare coverage gaps and guide them to the best solution. This class is an overview of Medicare, Parts A-D, and Medicare supplements.
Location:
Kaplan University - Minneapolis City Center
40 South Seventh Street
Minneapolis, MN 55402
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Health Care Reform: Facts, Myths, and Misconceptions Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Historic health care reform was passed into law in 2010. Although it will take several years to implement, insurance agents need to prepare for the upcoming changes. In this course, you will learn about the history of health care reform in the U.S., the current state of the health care system, the key components of the new law and the timeline for implementation.
Location:
Kaplan University - Minneapolis City Center
40 South Seventh Street
Minneapolis, MN 55402
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Business Ethics Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
Learn the business ethics tools used by million dollar “Top of the Table” producers. Ever-increasing scrutiny requires insurance and investment professionals to run an ethically compliant practice. This course is designed to help agents to recognize problem areas and respond with integrity. You’ll learn to build a personal ethical system that works consistently and helps increase your business. See how focusing on doing things right actually makes you more money.
Medical Assistance Eligibility and the Long-Term Care Partnership Program (8-Hr.)
St. Paul, MN –
May 23, 2012 Line of Authority: LTC/MA/PT Credit Hours: 8.00
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Medical Assistance Eligibility and the Long-Term Care Partnership Program (8-Hr.) Total Credit Hours: 8.0
Credit hours apply to all of the following:
LTC/MA/PT (8.0 Credit Hours)
CFP Credit Hours: 8.00
This class satisfies the eight-hour initial training requirement for Minnesota long-term care producers. You will develop an understanding of how the partnership programs work and the pros and cons of partnership qualified policies. Also learn how the new partnership qualified policies interact with Medical Assistance. This class covers state and federal regulations and asset transfers.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
From Gunshots to Dog Bites Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
There is no longer such a thing as a typical liability claim. Today, courts are hearing claims covering everything from sexually transmitted diseases, to serving alcohol to minors, to gunshots and dog bites. This class will teach you how to design coverage to make sure your clients are protected. Actual cases are used to illustrate how the courts establish comparative fault, liability, and damages.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Ethics for Insurance and Financial Professionals Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
CFP Credit Hours: 3.00
This course will discuss compliance and ethics, will delve into the difference between acting legally and acting ethically. Students will have an opportunity to contribute to an interactive discussion of ethical issues and guidelines regarding attitudes and specific conduct. You’ll talk about the responsibilities that insurance and financial professionals owe to their clients and the companies they represent as well as the obligations owed to the regulators and the public.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Estate Planning from A to Z Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Insurance agents and financial services professionals who take this course will get an in depth look at the fundamentals of estate planning under the new tax legislation. The course will include a detailed examination of wills, trusts and the probate process as well as power of attorney, health care directives and other potential disability and long term care planning needs. This course will enable attendees to identify shortcomings in their clients’ estate plans and help guide them to the best solutions
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Human Resources 101: Avoiding Hot Water Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
Many employers say their toughest job is handling the day-to-day management of employees. This class offers managers the resources to confidently deal with daily matters beyond their usual routine. Learn about state, federal and company regulations, documentation, interviewing, harassment and more. You will gain the knowledge and self-assurance to make decisions in a more compliant way.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Ethics and Best Business Practices Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Tax Write-Offs for the Self-Employed Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Get the latest facts on tax write-offs for the self-employed. Starting with the federal tax system, you’ll review recordkeeping requirements, length of time mandates, and estimated tax requirements. You will learn specific business deductions, including first-year write-offs. You’ll understand retirement plan contributions - and strategies to make the most of them. In addition, you will discuss marginal tax rate versus effective tax rate, as well as issues related to independent contractor status and entity choices.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Incorporate...or Not? Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Choose the best legal structure for you, your clients, and your business. One of the most important business decisions you will make is the legal organization of your company. It impacts everything from taxes and personal liability to the ability to borrow money. You’ll discover the differences among business entities, including Sole Proprietorships, Partnerships, Corporations and Limited Liability Companies (LLCs). This course looks at which legal structure best suits your business.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Income, Flat, and Fair Tax: Which Is in Our Future? Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Separate the truth from the buzz about tax options. Taxes are inevitable. However, the alternative tax proposals being discussed raise intense issues. Who’s going to pay to support these programs? You’ll learn how the flat tax could streamline today’s complex system by putting everyone in the same bracket, eliminate loopholes, and eliminate taxes on investment income. You’ll consider alternative tax proposals’ impact on economic growth, productivity, and income.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Buying Within Your Budget Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Learning how to budget is essential to getting out of debt and making the best decision when buying a home. Discover methods to help you and your clients decrease debt, improve credit, and save more of your hard-earned money. Budgeting correctly will help you make effective and smart decisions when making any purchase, including home buying. Learn how to live on what you earn, to the penny!
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Search and Rescue: Saving Failing Life Insurance Policies Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Many life insurance policies are sold without a complete understanding of how they work. This class examines the elements necessary for establishing viable long-term policies, including proper funding, realistic interest rate assumptions, trustee selection, and more. Learn to identify the problem before your client puts more money into a losing policy. We’ll also review rescue options. Assessing a life insurance policy is great way to help your client avoid a potential economic loss.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Myths and Mysteries of Personal Injury Claims Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Learn how to help your clients sort out the facts from the fiction of personal injury claims. This class will shed light on important issues and misconceptions about personal injury claims using real-life examples.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
The Umbrella Policy Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
Cover your customers with an umbrella policy large enough to protect them from major financial blows. Learn what protection is provided by a typical umbrella policy and what claims are not covered. This class explores coverage issues using real-life claims and defenses to claims under Minnesota’s comparative fault system.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Asset Allocation and Beyond Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
This class is a new look at how insurance, annuities, and real estate enhance the traditional portfolio models. This full-day class offers professionals a fresh look at the basic tenets of asset allocation, its benefits, and its impact on clients. Discover how to invest using asset allocation. Learn about the virtues of indexing versus professional management. Find out why “new traditional asset classes” are hot - and how major institutions are using them.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Quality Financial Services for the Not-So-Affluent Investor Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
Most investors have less than $250,000 in assets. In this class, agents will review the traits of small net worth clients, referral strategies and income streams. This class shows how clients with smaller portfolios tend to be more loyal and how you can carve out a niche serving the less affluent.
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
The Benefits of Fee Based Managed Money Programs Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 2.00
Fee-based financial advisors and the Registered Investment Adviser market is one of the fastest growing distribution channels in the financial services industry. This course will cover the main styles of money management used by managers, why and how it may be beneficial to clients and the financial services professional’s relationships with his or her clients. Specific topics covered will include:
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
CSI Minnesota: Credit Score Investigation Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Your credit rating may be the single biggest factor in determining your mortgage rates, insurance rates for home, car, and health policies, along with the rates paid on credit cards. This course teaches you how to help clients with damaged credit. Learn trade secret strategies that can improve anyone’s credit score. In addition, you’ll look at the credit effects of short sales, foreclosure, and lease option contracts.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Different Strokes for Different Folks Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Get a good foundation in estate planning with this course. When it comes to estate planning, many of us find we have a little bit of The Beverly Hillbillies in us. This fun course offers a fresh look at estate planning using the characters of the popular 1960s television show. Every estate is unique - and this course covers the planning fundamentals to achieve the client’s goals.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Life Insurance: The Basics and Then Some Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. In this full day course, you will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Countdown to Retirement Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
There is no substitution for long-term planning and preparation for retirement. This full-day course provides a plan and timetable for building financial independence in retirement, while at the same time, enjoying a reasonable lifestyle through the working years. You’ll learn how to put your dollars to work, fund a higher education, manage your money, reduce taxes, provide risk protection, and set up an estate plan.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
To Fall and Rise Again: Life After Financial Crisis Total Credit Hours: 8.0
Credit hours apply to all of the following:
General (8.0 Credit Hours)
CFP Credit Hours: 8.00
Turmoil in the economic markets and the decline in equity and property values have had a dramatic impact on everyone’s financial picture. The result is that countless individuals and their families are facing complex real estate and financial challenges. Learn to assess and correct these shaky financial circumstances in order to rebuild a stronger financial future for your clients.
Location:
Kaplan University - Minneapolis City Center
40 South Seventh Street
Minneapolis, MN 55402
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Ethics for Insurance and Financial Professionals Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
CFP Credit Hours: 3.00
This course will discuss compliance and ethics, will delve into the difference between acting legally and acting ethically. Students will have an opportunity to contribute to an interactive discussion of ethical issues and guidelines regarding attitudes and specific conduct. You’ll talk about the responsibilities that insurance and financial professionals owe to their clients and the companies they represent as well as the obligations owed to the regulators and the public.
Location:
Kaplan University - Minneapolis City Center
40 South Seventh Street
Minneapolis, MN 55402
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Health Care Reform: Facts, Myths, and Misconceptions Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Historic health care reform was passed into law in 2010. Although it will take several years to implement, insurance agents need to prepare for the upcoming changes. In this course, you will learn about the history of health care reform in the U.S., the current state of the health care system, the key components of the new law and the timeline for implementation.
Medical Assistance Eligibility and the Long-Term Care Partnership Program (8-Hr.)
Plymouth, MN –
June 21, 2012 Line of Authority: LTC/MA/PT Credit Hours: 8.00
Location:
Kaplan Professional Schools
4236 Lancaster Ln.
Plymouth, MN 55441
[ Get Directions ]
Class Time: 8:00 AM - 5:00 PM
Medical Assistance Eligibility and the Long-Term Care Partnership Program (8-Hr.) Total Credit Hours: 8.0
Credit hours apply to all of the following:
LTC/MA/PT (8.0 Credit Hours)
CFP Credit Hours: 8.00
This class satisfies the eight-hour initial training requirement for Minnesota long-term care producers. You will develop an understanding of how the partnership programs work and the pros and cons of partnership qualified policies. Also learn how the new partnership qualified policies interact with Medical Assistance. This class covers state and federal regulations and asset transfers.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Social Security 2010 and Beyond Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class offers an overview of the Social Security program. It looks back on the history of the program since its beginning, as well as the current program. Topics include the taxes we pay for its maintenance and the potential for taxation of benefits. We also discuss survivor benefits, and family limits. The class also touches on Medicare and the outlook for the future.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Medical Assistance Eligibility and the LTC Partnership Program (4-Hr.) Total Credit Hours: 4.0
Credit hours apply to all of the following:
LTC/MA/PT (4.0 Credit Hours)
CFP Credit Hours: 4.00
This class satisfies the mandatory four-hour ongoing training for Minnesota long-term care producers. Agents who completed the 8-hour initial training for long-term care producers are required to complete a mandatory 4-hour ongoing training course within 24 months of the initial training. Get the latest information and updates on important changes to the Minnesota Long-Term Care Partnership Program.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
The Secure Property Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Establishing a safe and secure environment is now within the reach of nearly every home or business, through advances in technology. This course covers structural features and design, lighting and alarms, computer integration (SmartHouse), and property value enhancements. Get first-hand knowledge of security components of both residential and commercial buildings through the use of case studies.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
A Day in the Life of an Identity Thief Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Learn how to prevent identity theft by thinking like a criminal. Customers entrust their insurance and real estate agents with a wide variety of personal information. It if falls into the wrong hands, the damage to the customer’s life and the agent’s reputation could be extreme. This class will provide the tools that can significantly reduce your chances, and your clients’ chances of becoming a victim.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Higher Education Planning Strategies Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Higher education costs are on the rise. In this course, you will learn about various college funding vehicles like 529 plans, UGMA/UTMA, and EE bonds. Agents need to know what role a client’s assets play in the overall financial aid package. The course will conclude with an overview of scholarships, grants, work study programs and other funding options.
Location:
Kaplan Professional Schools
1295 Bandana Blvd.
St. Paul, MN 55108
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Financial Planning for Families with Special Needs Dependents Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Raising a child with special needs can create major challenges to the family financial situation. In this course, you will learn about important differences between special needs planning and traditional planning. You will discover how to strike a balance between the needs of the parents and the needs of the child while weighing your client’s investment risk.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 8:00 AM - 12:00 PM
Business Ethics Total Credit Hours: 4.0
Credit hours apply to all of the following:
Ethics (4.0 Credit Hours)
Learn the business ethics tools used by million dollar “Top of the Table” producers. Ever-increasing scrutiny requires insurance and investment professionals to run an ethically compliant practice. This course is designed to help agents to recognize problem areas and respond with integrity. You’ll learn to build a personal ethical system that works consistently and helps increase your business. See how focusing on doing things right actually makes you more money.
Location:
Kaplan Professional Schools
2051 Killebrew Dr.
Bloomington, MN 55425
[ Get Directions ]
Class Time: 1:00 PM - 5:00 PM
Essential Planning for Singles and Non Married Couples Total Credit Hours: 4.0
Credit hours apply to all of the following:
General (4.0 Credit Hours)
CFP Credit Hours: 4.00
Federal and state laws provide over 1,000 protections and benefits to married couples - but what about singles or unmarried couples? This course looks at the critical planning issues-financial, health care, estate planning, and more- for this huge segment of our population. Learn the legal implications for monetary investments and assets, titles and property transfers, and conservatorships of singles and nonmarried couples.
Resident Requirements
Effective July 1, 2010, all Minnesota online courses are required to be seat-time tracked. For example, if you select a course that is approved for six hours, you will be required to spend six hours in the course.
Effective July 1, 2010, all insurance producers and adjusters will be required to complete 3 hours of Ethics as part of their total 24 hours of CE due each renewal period.
Effective July 1, 2010, all Independent and Public insurance Adjusters will be required to complete 24 hours of continuing education, starting with the 10/31/2010 renewal. Three hours of Ethics are required as part of the total 24 hours of CE due each renewal period. There is no restriction for Adjusters regarding the method of instruction, but the hours must be from Commerce-approved courses. Independent and Public Adjusters can complete continuing education courses approved for insurance Producers.
Effective July 1, 2010, The MN Commerce Department will no longer limit you to only 50% online courses to meet your CE requirement. After this date, you can complete all of your CE requirement through online, correspondence or classroom courses. **No more than 50% of the CE hours can be from company seminars.
Minnesota does not require that insurance Producers complete only modules relating to the lines of authority that they hold. For example, a Producer who holds a Life line of authority can complete and use a continuing education course pertaining to property and casualty. We will be following this same rule with the Independent and Public Adjusters in that they can complete any course that is currently approved for insurance Producers. In other words, all insurance courses will be approved for "Insurance" continuing education; we will not distinguish between Producer or Adjuster licensees.
Please note - Any course that loses its status as an approved course will not be available for CE credit.
Long-Term Care Training
Long Term Care: Beginning 1/1/08, producers must complete an initial 8 hour training course prior to selling long-term care products, and a 4 hour refresher course biennially thereafter. The training must be specific to Minnesota Medicaid/Medical Assistance and its relationship to Minnesota Partnership plans - this applies to both residents and nonresidents.
Non Resident Requirements
Non-residents who comply with CE requirements of the resident state, are exempt from MN CE requirements, except for the LTC requirement. Licensees who do not claim this exemption must satisfy MN resident CE requirements.
Proctor/Monitor Requirements
Print Requirements
Print courses must be monitored by one of the following types of proctor:
The teaching staff of an accredited institution of higher education such as a community college, college, or university. Please submit a page from the institution's directory, catalog or web address that lists the proctor's name and title and institution's name.
For members of the Armed Forces, a military base education officer may proctor your course or exam attendance. If there is not a representative in this capacity, a base librarian or commissioned officer of higher rank than the student is acceptable. A letter on official letterhead from the base commander verifying the proctor's position must be submitted.
Your employer's Human Resources Director or Manager may proctor your course or exam attendance. Please submit a letter on company letterhead from the Human Resources Department verifying the proctor's position.
A high school superintendent, supervising principal or other administrator within your local school system. A letter from the superintendent or principal on official letterhead must be submitted.
A librarian within your local school or public library system. A letter from the proctor on library
system letterhead must be submitted.
Please submit your proctor letter by mail immediately upon course completion.
Online Requirements
Online exams do not require a 3rd party monitor, however, the student must still fill out and sign this online Declaration of Compliance. By signing this Declaration the student is affirming and/or acknowledging that they understand and they completed the online exam without any assistance by any person, the course materials or other materials. The student's acknowledgement shall also include the students understanding that a violation of such standards can result in the loss of course credit. The Declaration of Compliance is electronically transmitted to Kaplan Financial upon completion of the exam.
Reporting Requirements
Report within 30 days of completion. Need Agent's SSN to report. Weekly reporting.
Period Criteria Requirements
After October 2011 renewals, Minnesota resident and nonresident licensees must complete their CE requirements prior to the last day of the birth month every two years.
Carryover Criteria Requirements
CARRYOVER OF CE HOURS IS NOT PERMITTED
Course Repetition
Courses may not be repeated within the same licensing period.
Acceptable Training Methods
ONLINE (INTERNET DELIVERY)
COMPANY SEMINARS
CLASSROOM
Notice
This information is based on state laws and regulations and is subject to change. Kaplan Financial Education makes every effort to make sure this information is current and accurate, however, Kaplan Financial Education is not engaged in rendering legal or professional advice and shall not be held responsible for inaccuracies contained herein.
Click on your state of residence to learn more about Total Access CE:
My Cart (
Buy Now
