Career Achievement

                Insurance School


Specialized Classes

Career Achievement is currently offering several specialized workshops for new and newer agents in the insurance industry, and one for experienced agents.  All are intended to give the students the knowledge to obtain the licensing needed to maximize their career goals.

 

Pre-Licensing: Life, Health and Property & Casualty. These workshops are tailored to the specific states that require a pre-licensing workshop, or hours, prior to sitting for the state exams.  We have provided this service to various companies in both Nebraska and Wisconsin.  If your state requires this of your new agents, please contact us by email at alice@careerachievement.com, or by calling us at 1-800-742-7653.  Classes can be arranged for new agents from various companies, or a private seminar for specific companies.  Pricing is negotiable by class size and/or state requirements.  These classes are being offered on a continuing basis in Nebraska, please call for further details.  You may see our current available workshops for Life and Health here and the Property and Casualty workshops here.

 

NASD Series 6 & 63: This workshop is designed to assist the newer agent in preparing for his securities registration for mutual funds and variable products.  The workshop is available as a special presentation for a single company, or for agents from various companies.  Emphasis is placed on passing the NASD exams for registered representative designation.  The Series 6 is for Mutual Funds, variable life and annuities, unit investment trusts and regulated investment companies.  The Series 63 is aimed at passing the state Uniform Securities Act exam, also known as the "blue sky" laws.  Pricing is dependent on the number of students enrolled.  A large number of students from a single company or agency can receive a volume discount.  The two workshops can be taken independent of each other.  Please email us at alice@careerachievement.com, or call 1-800-742-7653 if you have further questions.  This workshop is currently being offered on a regular basis in Nebraska.  To see the current schedule for this class, please go here.

 

NASD Series 7:  We are currently offering a limited number of classes in preparation for the NASD Series 7, General Securities License.  This would empower the representative to deal in individual stocks, bonds, limited partnerships, options and all general securities, including those in the Series 6 registration.  This is a one week, intensive, study session and recommended only for the more experienced agent or representative.  While a Series 6 registration is highly recommended as a pre-requisite, it is not mandatory if the candidate has other significant experience in the investment industry.  Please email to alice@careerachievement.com or call us at 1-800-742-7653 for details.  Our current schedule for this class is listed here.

 

Special Specific Seminars: Need a special seminar just for your company or agency?  Career Achievement can design a special seminar or workshop for your agents or staff, on topics you choose, or we can suggest topics for you.  We can also file them in your state and obtain the the necessary CEC credits for you.  Call us for pricing and special rates at 1-800-742-7653 or email us at alice@careerachievement.com.

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