• 3 Credits

    In the state of North Carolina, you need 24 credit hours every 2 years. Once you complete this course, we'll send over your passing grade so you get the credit you need.

  • 5 Chapters

    This course refreshes you on ethics so that you not only get CE credits for your state but you gain valuable knowledge.

  • 3-6-5

    Access your courses, certificates, transcript here 365 days a year. Everything you need in one place so you can get back to what matters to you.

Course Curriculum

  • 1
    1. The Importance of Ethics
  • 2
    2. Ethical Communication Practices
    • 2.1 Overview
    • 2.2 Consumer Insurance Survey Findings
    • 2.3 Communication Styles
    • 2.4 Selling Styles
    • 2.5 Trust and Communication
    • 2.6 Verbal and Non-Verbal Communication
    • 2.7 Online Communication
    • 2.8 Summary
    • Chapter 2 Quiz
  • 3
    3. Ethics and Client Relationships
    • 3.1 Overview
    • 3.2 Honesty and Transparency
    • 3.3 Fairness
    • 3.4 Competence
    • 3.5 Confidentiality
    • 3.6 Respect
    • 3.7 Summary
    • Chapter 3 Quiz
  • 4
    4. Understanding Legal Requirements
    • 4.1 Overview
    • 4.2 Legal Regulations
    • 4.3 Unfair Trade Practices
    • 4.4 Six Principles of Insurance
    • 4.5 The Importance of an Agency Relationship
    • 4.6 Mandatory Licensing and Education Training
    • 4.7 Legal Sanctions for Transgressions
    • 4.8 Summary
    • Chapter 4 Quiz
  • 5
    5. Understanding Ethics and the Senior Market
    • 5.1 Overview
    • 5.2 Ethical Considerations in the Senior Market
    • 5.3 Key Issues Facing Seniors
    • 5.4 The Declining of Traditional Sources of Retirement Income
    • 5.5 Understanding Senior’s Needs and Goals
    • 5.6 Understanding the Impact of Aging on Decision Making
    • 5.7 Trust, Loyalty and How Seniors Search for Information
    • 5.8 Key Qualities Seniors Seek in Financial Advisors
    • 5.9 Effectively Communicating with Seniors
    • 5.10 Summary
    • Chapter 5 Quiz
  • 6
    Exam
    • Final Exam

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