New Course on Senior and Vulnerable Adult Exploitation Available Now!

A.D. Banker & Company announces the national release of its newest online continuing education course, entitled, Financial Exploitation: Protecting the Senior Client.

This title is approved for 3 hours of Ethics credits in most states, and is also coming soon as a live webinar title.

The release of this title has been almost a year in the making, as this course was designed to train anyone working in the insurance and financial industries to detect, respond, and report cases of suspected financial abuse. Following the principles of Know Your Customer, becoming informed, vigilant, and engaged financial professionals bolsters our industry's effectiveness as the first lines of defense when it comes to protecting the accumulated assets of our senior or vulnerable adult clients.

Click here to enroll, just select your State and click Online. The course is available under the Ethics, Life & Health, and Property & Casualty tabs.

 A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance. 

For more information, visit www.adbanker.com, or call us at 800.866.2468

 

Washington Property & Casualty Insurance Course Updated

A.D. Banker & Company has updated the Property & Casualty insurance course for Washington as a result of new exams, which go into effect February 1, 2019.

The exam content outline dictates what is important to cover in our courses and their related products. Accordingly, we cross-referenced each course with its corresponding new exam content outline to ensure all testable topics are addressed. Updates typically amount to a few changes made in the state-specific chapter. However, this year the state of Washington also made sweeping changes to content that typically is considered universal.

Changes include:

  • Removal of most of the testable Dwelling Policy topics
  • Removal of most of the testable Workers’ Compensation Policy topics
  • Removal of nearly half of the testable Commercial Auto topics
  • Addition of testable Businessowners Policy topics

In light of these changes, we have created a new study manual that combines universal and state-specific chapters for Washington so that we are not giving students more information than they actually need to pass the exam.

Click here for more information. 

For nearly 40 years, prelicensing candidates have trusted A.D. Banker & Company to provide the information needed to pass insurance and securities licensing exams. We cross-reference all courses with the exam provider content outline to assure candidates receive what they need to know, and our high quality learning design produces outstanding results for Life & Health, Property & Casualty, and Securities exams. 

For more information, visit www.adbanker.com, or call us at 800.866.2468.

 

Washington Life & Health Insurance Course Updated

A.D. Banker & Company has updated the Life & Health insurance course for Washington as a result of new exams, which go into effect February 1, 2019.

The exam content outline dictates what is important to cover in our courses and their related products. Accordingly, we cross-referenced each course with its corresponding new exam content outline to ensure all testable topics are addressed.

Click here for more information. 

For nearly 40 years, prelicensing candidates have trusted A.D. Banker & Company to provide the information needed to pass insurance and securities licensing exams. We cross-reference all courses with the exam provider content outline to assure candidates receive what they need to know, and our high quality learning design produces outstanding results for Life & Health, Property & Casualty, and Securities exams. 

For more information, visit www.adbanker.com, or call us at 800.866.2468.

ADBanker Announces a Reduction in Reporting Fees

A.D. Banker & Company has reduced continuing education reporting fee charges in 31 states. In addition to a reduced cost for the producer, the hours will be banked with the state or with Prometric 1-2 days sooner than before.  We pass all cost saving along to the customer.

A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance. 
For more information, visit www.adbanker.com, or call us at 800.866.2468

Colorado Life & Health and Property & Casualty Courses Updated

A.D. Banker & Company has updated Life & Health and Property & Casualty courses for Colorado as a result of new exams, which go into effect January 1, 2019.

The exam content outline dictates what is important to cover in our courses and their related products. Accordingly, we cross-referenced each course with its corresponding new exam content outline to ensure all testable topics are addressed.

Click here for more information. 

For nearly 40 years, prelicensing candidates have trusted A.D. Banker & Company to provide the information needed to pass insurance and securities licensing exams. We cross-reference all courses with the exam provider content outline to assure candidates receive what they need to know, and our high quality learning design produces outstanding results for Life & Health, Property & Casualty, and Securities exams. 

For more information, visit www.adbanker.com, or call us at 800.866.2468.

Iowa Life & Health and Property & Casualty Courses Updated

A.D. Banker & Company has updated Life & Health and Property & Casualty courses for Iowa as a result of new exams, which go into effect January 1, 2019.

The exam content outline dictates what is important to cover in our courses and their related products. Accordingly, we cross-referenced each course with its corresponding new exam content outline to ensure all testable topics are addressed.

Click here for more information. 

For nearly 40 years, prelicensing candidates have trusted A.D. Banker & Company to provide the information needed to pass insurance and securities licensing exams. We cross-reference all courses with the exam provider content outline to assure candidates receive what they need to know, and our high quality learning design produces outstanding results for Life & Health, Property & Casualty, and Securities exams. 

For more information, visit www.adbanker.com, or call us at 800.866.2468.

Illinois Life & Health and Property & Casualty Courses Updated

A.D. Banker & Company has updated Life & Health and Property & Casualty courses for Illinois as a result of new exams, which go into effect January 1, 2019.

The exam content outline dictates what is important to cover in our courses and their related products. Accordingly, we cross-referenced each course with its corresponding new exam content outline to ensure all testable topics are addressed.

Click here for more information. 

For nearly 40 years, prelicensing candidates have trusted A.D. Banker & Company to provide the information needed to pass insurance and securities licensing exams. We cross-reference all courses with the exam provider content outline to assure candidates receive what they need to know, and our high quality learning design produces outstanding results for Life & Health, Property & Casualty, and Securities exams. 

For more information, visit www.adbanker.com, or call us at 800.866.2468.

Pennsylvania Annuity Suitability Training Requirement Effective 12-26-2018

A.D. Banker & Company's 4-hour Annuity Suitability Online, Self-study, and Webinar CE courses are approved in Pennsylvania.

The Pennsylvania’s Suitability of Annuity Transactions law was amended this year by the state legislature to include mandatory producer training of 4 hours for all licensees who hold a license allowing for the sale, solicitation, or negotiation of annuity contracts--even if the producer does not currently involved with annuity products.

Effective December 26, 2018,

  • All producers with a line of authority to sell annuities, have until the end of their next complete license renewal cycle to complete the one-time 4-hour course. 
  • Anyone licensed on or after the effective date, have until their end of their first license renewal cycle to complete the training course. 

Note:  Carriers have the right to require annuity suitability training to be completed ahead of the state mandated deadline. Be sure and check with any carriers for whom you market annuity products.

A.D. Banker & Company offers approved curriculum as Online, Self-Study, and Live Webinars. 

Click here to enroll

A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance. 
For more information, visit www.adbanker.com, or call us at 800.866.2468

A.D. Banker & Company Now Offering CFP Ethics

A.D. Banker & Company is now offering the CFP Ethics course online. Effective October 1, 2018, the CFP Board's revised Code of Ethics and Standards of Conduct  became available to complete as an online course. In addition to this required, 2-hour CE course, A.D. Banker & Company offers many CE courses to enhance the CFP professionals insurance and financial planning knowledge. These courses are not only approved CFP CE, but also satisfy Insurance and CPE continuing education requirements.

Click here to enroll today

Select your state and preferred training method. Online, Self Study, Live Webinar or Live Class.

 A.D. Banker has made it easy to meet all of your CE requirements for over 35 years. As the premier national provider of CE, A.D. Banker delivers quality content through exceptional and personalized customer care, setting us apart as the most trusted CE solution in the industry. With courses approved to satisfy LTC, AML, Annuity Suitability, Flood, Ethics, and state specific requirements, our straightforward and reliable system will satisfy your needs. Courses are available in live class, live webinar, online, and self-study, with all course completions automatically reported daily to take the worry out of producer compliance. 
For more information, visit www.adbanker.com, or call us at 800.866.2468

 

A.D. Banker & Company Named CE Quality Partner by CFP Board

October 25, 2018 A.D. Banker & Company in Overland Park, KS has been named a “CFP Board CE Quality Partner” after successfully meeting criteria established by Certified Financial Planner Board of Standards Inc. (CFP Board).

As a CE Quality Partner, A.D. Banker & Company has demonstrated a commitment to developing continuing education (“CE”) programs that meet a high set of standards outlined by CFP Board.  To achieve and maintain status as a CE Quality Partner, A.D. Banker & Company agreed to have a random number of self-study and live programs reviewed against a rigorous evaluation rubric developed by CFP Board’s Council on Education. A.D. Banker & Company is now one of only nine CE Sponsors listed on CFP Board’s website as a CE Quality Partner and is authorized to identify itself as such on its program materials.

A not-for-profit certifying organization, CFP Board owns the CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks, which it awards to individuals who meet its education, examination, experience, ethics and other requirements.  CFP Board currently authorizes more than 80,000 individuals to use these marks in the U.S., each of whom must complete a minimum of 30 CE hours every two years as part of the requirements for renewal of CFP® certification.

The CE Quality Partner program is part of the multi-year CE Quality Initiative that CFP Board's Board of Directors approved, with the goal of assuring that CFP® professionals have access to a variety of quality CE opportunities that are diverse in their content, format and delivery. CFP Board has implemented several phases of the initiative, focused on improvements to CE standards identified by the Council for Education to better align CFP Board with industry best practices.

 About A.D. Banker & Company

For 40 years, A.D. Banker & Company has offered a comprehensive line-up of quality and current continuing education courses for CFP Professionals, which now includes CFP Ethics. Our non-ethics, CFP approved courses are approved for insurance CE and CPE credits. Content is presented on the industry’s MOST intuitive and interactive online learning platform, and is also available in live webinars and classrooms across the country.

About CFP Board

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes more than 80,000 individuals to use these marks in the U.S.  For more about CFP Board, visit www.CFP.net.