Financial Services Conference, Meeting, & Event Calender

Conferences, Meetings, & Events	Seminars	Webcasts & Audio Conferences
Listed below are financial services conferences, meetings, & events from vendors and Associations to help with your financial services training and financial services sales training needs. To see more details or to make a reservation for a particular event, simply click the title and follow the appropriate directions therein; to see events for future months, click on the desired month. Featured Events Instant IRA Success Dates Range: 3/23/2007 - 11/8/2007 Instant IRA Success delivers two days of educational, engaging, and empowering IRA strategies and sales ideas. Ed Slott, CPA (named "The Best Source of IRA Advice" by The Wall Street Journal) is uniquely qualified to teach you how to capture your share of this $10 trillion market. More Details/Register >> 529 Boot Camp 10/24/2007 The 529 Boot Camp is a one-day immersion into 529 plans and other college planning topics. Join "529 Guru" Joe Hurley, Founder of SavingForCollege.com, and several other 529 experts as they present an unparalleled learning experience in college financial planning. More Details/Register >> 2007 - Retirement Plan Insights Seminar Dates Range: 5/24/2005 - 11/19/2007 This two-day seminar provides an in-depth look at advanced ERISA-related topics, current developments, and administrative procedures to help attendees become more proficient in directing effective, profitable retirement plan programs. More Details/Register >> Conference, Meeting, & Event Calendar Sep 08|Oct 08|Nov 08|Topic/State Course Title Date City/State Accredited Investment Fiduciary (AIF) Seminar 9/8/2008 Pittsburgh, PA Accredited Investment Fiduciary Analyst (AIFA) Seminar 9/10/2008 Pittsburgh, PA Sep 08|Oct 08|Nov 08|Topic/State
Find Insurance & Financial Services Events, Licensing, CE, And Professional Development Products & Services To find local insurance or financial services training, or other types of insurance and financial services products and services, simply use the search box below. Find Self-Study, Online, OR Classroom Courses In Your Area Licenses/Designations Earn a License or Designation quickly and easily! Select from in-person, online, or self-study options. Continuing Education Find numerous CE courses to maintain your license! View CE requirements by state Track your CE requirements Professional Development Whether new to your field or a seasoned pro, find hundreds of courses to help your career grow...includes excellent courses for support and administrative personnel! Select Subject Adjusters Insurance License Health Insurance License Life Insurance License Property/Casualty Insurance License Variable Insurance License xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Series 3 Series 4 Series 6 Series 7 Series 9 Series 10 Series 11 Series 14 Series 22 Series 23 Series 24 Series 26 Series 27/28 Series 30 Series 31 Series 32 Series 33 Series 37/38 Series 51 Series 53 Series 55 Series 62 Series 63 Series 65 Series 66 Series 87 xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx AAI - Accredited Adviser in Insurance AFSB - Associate in Fidelity and Surety Bonding AIC - Associate in Claims AIAF - Associate in Insurance Accounting and Finance AIF - Accredited Investment Fiduciary® AIFA - Accredited Investment Fiduciary Analyst® AIS - Associate in Insurance Services AMIM - Associate in Marine Insurance Management APA - Associate in Premium Auditing API - Associate in Personal Insurance ARC - Associate in Regulation and Compliance ARe - Associate in Reinsurance ARM - Associate in Risk Management ASLI - Associate in Surplus Lines Insurance AU - Associate in Commercial Underwriting BCE - Board Certified in Estate Planning CAS - Certified Annuity Specialist CASL - Chartered Advisor in Senior Living CCPS - Certified College Planning Specialist CEBS - Certified Employee Benefit Specialist CES - Certified Enrollment Specialist CFA - Chartered Financial Analyst CFDP - Certified Financial Divorce Practitioner CFP - Certified Financial Planner CFS - Certified Funds Specialist ChFC - Chartered Financial Consultant CIC - Certified Insurance Counselor CLCS - Commercial Lines Coverage Specialist CLU - Chartered Life Underwriter CMS - Compensation Management Specialist CPCU - Chartered Property Casualty Underwriter CSA - Certified Senior Advisor CTS - Certified Tax Specialist GBA - Group Benefits Associate GBDS - Group Benefits Disability Specialist INS - Certificate In General Insurance PLCS - Personal Lines Coverage Specialist PPC - Professional Plan Consultant QFA - Qualified Financial Advisor REBC - Registered Employee Benefits Consultant RFC - Registered Financial Consultant RHU - Registered Health Underwriter RIS - Retirement Income Specialist RPA - Retirement Plans Associate WCS - Workers' Compensation Specialist Certified HR Administrator Certified Professional: Workplace Conflict Certified Retirement Plan Administrator - Select State - Alabama Alaska Arizona Arkansas California Colorado Connecticut DC Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon Select Subject ARM - Associate in Risk Management CAP - Chartered Advisor in Philanthropy CASL - Chartered Advisor in Senior Living CCPS - Certified College Planning Specialist CFP - Certified Financial Planner ChFC - Chartered Financial Consultant CIMA (CIMC) CLF - Chartered Leadership Fellow CLU - Chartered Life Underwriter CPCU - Chartered Property Casualty Underwriter FSS - Financial Services Specialist LUTCF - LUTC Fellow MSFS - Master of Science in Financial Services MSM - Master of Science in Management PHR/SPHR Re-Certification REBC - Registered Employee Benefits Consultant RFC - Registered Financial Consultant RHU - Registered Health Underwriter xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Adjuster's License Casualty License Health Insurance License Life Insurance License Property License xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Certified HR Administrator CLE CPE Ethics NASD Licensing (Firm Element) PACE - Select State - Alabama Alaska Arizona Arkansas California Colorado Connecticut DC Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon Select Subject 1031 Exchanges Accounting / Finance ADA Adjuster Affirmative Action / EEO Annuities Arbitration/Dispute Res/Mediation Auto Insurance Banking Book Reviews Cafeteria Plans Captive Insurance Case Management Certified HR Administrator Claims Coaching Cold Calling COBRA College Financial Planning Compensation Compliance / Legal Disability/Leave Mgt. Discrim/Harrassment/Diversity Employee Benefits ERISA Estate Planning Ethics Fiduciary Financial Planning FLSA FMLA Health Care/Health Insurance HIPAA Hiring & Recruiting HR Admin/Management HR Compliance HSA/HRA Interpersonal Skills Insurance Investigations Investments IRA Rollovers Leadership Life Insurance Long Term Care Mortgages/Lending Options/Futures Payroll Practice Management Property/Casualty Property/Casualty - Commercial Prospecting Referrals Retirement Plans Risk Management Sales & Marketing Senior Planning Tax Planning Underwriting Workers Compensation - Select State - Alabama Alaska Arizona Arkansas California Colorado Connecticut DC Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon

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Featured Speaker Of The Month
	Bill Cates The Referral Coach Bill Cates delivers high-content keynotes, seminars and full-training programs. He works with financial service professionals who want to attract more high-quality clients and with companies who want to increase sales through a more committed sales force. My Credentials / Contact This Expert / Audio Interview

Other Expert Speakers

• Michael Lovas, About People
• Bill Bachrach , Bachrach & Associates
• Maribeth Kuzmeski , Red Zone Marketing
• Ken Unger & Tom Gau, Million Dollar Producer's
• Kerry Johnson, PhD, International Productivity Systems
• D Shannon, JATL Dynamics
• Steve Gresham, Phoenix Investment Partners, Ltd
• Debbie Depp, The Fenemore Group
• Alan Parisse, The Parisse Group

See Additional Expert Speakers