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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.
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5 Chapters
This course refreshes you on ethics so that you not only get CE credits for your state but you gain valuable knowledge.
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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
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1
1. The Importance of Ethics
- Affidavit of Personal Responsibility
- 1.1 Overview FREE PREVIEW
- 1.2 Purpose of the Course FREE PREVIEW
- 1.3 Components of an Ethical System
- 1.4 Defining Ethics and Trust
- 1.5 History of Business Ethics
- 1.6 Purpose of a Code of Ethics
- 1.7 Ethics in the Workplace Statistics
- 1.8 Hallmarks of an Ethical Culture
- 1.9 Summary
- Chapter 1 Quiz FREE PREVIEW
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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
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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
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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
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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
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6
Exam
- Final Exam