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NAIFA-California
1451 River Park Drive

Suite 175

Sacramento, CA 
95815-4520

(916) 646-8600
FAX (916) 646-8130
office@naifacalifornia.org

 

 

  National Association of Insurance and Financial Advisors-California

 

  Connections That Count
Approved Continuing Education Courses

 The courses below have been approved by the California Department of Insurance for the continuing education credits indicated.  Local Associations must use the Course ID numbers to properly complete CDI forms when filing for a course presentation through NAIFA-California; see the Continuing Education Course Timeline. Guests and Members are welcome to Local Meetings for any number of program presentations near by!


Programs-In-A-Box (PIAB) have been distributed from National to the Local President over the last few years.  If you have any trouble tracking yours down or need replacement sets, contact NAIFA Member Services.
 

Course Title

Course ID

CE

• Annuities 101*

153678

8

         * This course requires a fee of $35 per attendee due to NAIFA-California with
           course completion materials 

 

 

• Asset Allocations: Putting Your Client’s Egg in the Right Basket (PIAB 12)

DECLINED

0

• Business Insurance for Pass Through Entities (PIAB 7)

136078

1

• Business Insurance for Pass Through Entities (PIAB 7) Part 2

144598

1

• The Do Not Call Opportunity (PIAB 9)

DECLINED

0

• Elder Care Planning

136079

1

• Estate Planning Considerations

92062

2

• IRA’s Traditional & Roth

92060

2

• LIFE’s Products (PIAB 11)

Not for CE

 

• Long Term Care Financial Planning

130119

1

• Long Term Care Insurance: The Niche in the Executive Marketplace (PIAB 4)

122038

1

• LTC Insurance: Needs & Solutions

92061

2

• Maximizing Health Savings Accounts Opportunities (PIAB 14)

162699

1

• Recruiting & Retaining the Ideal Sales Assistant (PIAB 2)

DECLINED

0
• Retirement Plan Basics  181279 1

• Retirement Planning After the New Tax Law (PIAB 1)

110518

1

• Successful Life Insurance Selling in a Multiline Agency (PIAB 13)

DECLINED

0

• Understanding Opportunities for Financial Advising in the Multiline Environment (PIAB 6)

128738

1

• Understanding the Mutual Fund Solution

92059

3

• Use Estate Planning & Improve Your Bottom Line (PIAB 10)

DECLINED

0

• Values & Ethics: Being Compliant & Profitable (PIAB 15)

163418

1

• Voluntary Worksite Benefits: A Comprehensive Guide (PIAB 8)

137979

1