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www.pcstraining.com 1
2 0 1 2 F I N A N C I A L S E R V I C E S C A T A L O G
Insurance Pre-Licensing & CE:
Life, Accident & Health
Life, Accident & Health Online Property & Casualty
Continuing Education
Also Offering:
Securities Training (In-Class & Online)
Certificate Programs (Sales, Cold Calls, Leadership, Management)
Certified Financial Planner
NEW ONLINE COURSES! See pages
16 - 20
www.psctraining.com
2 www.pcstraining.com
Providing Hands-On Training
As a division of Bryant & Stratton College, the
Professional Skills Center has a wide variety of Financial
Services related courses and training solutions. We use a
practical, hands-on approach combining real-world
examples and the latest materials, resources and
technology to make learning easier. The Professional
Skills Center’s courses provide participants with many
convenient advantages such as:
Licensing exam preparation courses that help
participants obtain necessary professional credentials
Continuing education courses to help fulfill
ongoing professional requirements
A variety of programs that include classroom and
online training
Certified and experienced instructors with real-
world knowledge
A comfortable learning environment
Value-Added Features
In addition to superior t raining, the Professional Skills Center also
offers these valuable features:
Free assessment exams to ensure thorough preparation for
certification.
Free class re-take guarantee within 12 months if participants do
not pass the certification exam.
Discounts off Courses taken within 12 months after completion
of any program. Ask for Details.
Discounts off online professional development courses taken
within 12 months of successful completion of any program.
www.pcstraining.com 3
How to Register
Contact our office at (315) 622.7430 or email [email protected] to register.
Students may also fax a completed registration form to (315) 622.7435. Please be sure to indicate
method of payment.
Accepted Methods of Payment
Cash, personal / bank check, money order, corporate tuition assistance or reimbursement, Visa,
American Express, Discover, or MasterCard are all accepted methods of payment.
Refund, Cancellation and Weather Policy
If you would like to receive your books and materials prior to the first day of class you must furnish full payment for the course. Once payment is received in full your book will be shipped or available for pickup. Once you have chosen to pre-order your books the charge is NON-REFUNDABLE. If you should need to cancel your registration after payment you will have the ability to use your credit for the same course at a later date. All others will receive
their book upon the first day of class.
Bryant & Stratton College reserves the right to cancel a course and will issue refunds only in this event. All those picking their book up the first day of class will be charged a $35 fee for cancellations occurring fewer than 3 business days prior to the start of the course. In the event of inclement weather please tune into local weather channels for Closings. Our listing will appear as Bryant & Stratton College, however pay attention for
“Special Notes” as our department may still be open.
Office Hours
Monday - Thursday 8:30 am - 6:00 pm
Friday 9:00 am - 1:00 pm
Address
Professional Skills Center
Bryant & Stratton College
8687 Carling Road
Liverpool, NY 13090
Phone: (315) 622-7430
Fax: (315) 622-7435
Email: [email protected]
4 www.pcstraining.com
Syracuse Location
Life, Accident & Health Day .................................................................................. 5
Life, Accident & Health Evening ............................................................................ 6
Life, Accident & Health Review ............................................................................. 7
Property & Casualty Day ...................................................................................... 8
Property & Casualty Evening ................................................................................ 8
Personal Lines Day .............................................................................................. 9
Personal Lines Evening ........................................................................................ 9
Securities (6,63,7,66) ......................................................................................... 10
Continuing Education “In-Class” .......................................................................11/12
Continuing Education Home Study ....................................................................... 13
Monitoring & Monitoring Schedule ........................................................................ 14
Holiday Schedule ................................................................................................ 14
Certified Financial Planner (In-Class) .............................................................. 15/16
Online
Life, Accident & Health Online ............................................................................. 17
Online Programs (Securities, Certified Financial Planner) ...................................... 18
Table of Contents
www.pcstraining.com 5
Life, Accident & Health Day $449
Offered days or evenings and is approved by the NYS Insurance Dept. under Section 2103 for
training applicants taking the agents licensing examination for Life, Accident & Health. This course is
structured and approved as 33-hour (5 day sessions) course. Tuition Includes text and Exam
Simulator.
Dates Day’s No Class Time
Jan 23 – Jan 27 Monday-Friday N/A 8:30-4:00 (M-F)
Feb 6 – Feb 10 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F)
Feb 22 – Feb 28 Wednesday-Tuesday N/A 8:30-4:00 (W-Tu)
Mar 26 – Mar 30 Monday-Friday N/A 8:30-4:00 (M-F)
Mar 12 – Mar 16 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F)
Apr 9 - Apr 13 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F)
Apr 23 – Apr 27 Monday-Friday N/A 8:30-4:00 (M-F)
May 7 – May 11 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F)
May 17 – May 23 Monday-Friday N/A 8:30-4:00 (M-F)
Jun 11 – Jun 15 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F)
Jun 25 – Jun 29 Monday-Friday N/A 8:30-4:00 (M-F)
Jul 9 – Jul 13 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F)
Jul 25 – Jul 31 Wednesday-Tuesday N/A 8:30-4:00 (W-Tu)
Aug 27 – Aug 31 Monday-Friday N/A 8:30-4:00 (M-F)
Sep 9 – Sep 14 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F)
Sep 24 – Sep 28 Monday-Friday N/A 8:30-4:00 (M-F)
Oct 9 – Oct 15 Tuesday-Monday N/A 8:30-4:00 (Tu-M)
Oct 22 – Oct 26 Monday-Friday N/A 8:30-4:00 (M-F)
Nov 13 – Nov 19 Tuesday-Monday N/A 8:30-4:00 (Tu-M)
Nov 26 – Nov 30 Monday-Friday N/A 8:30-4:00 (M-F)
Syracuse
8687 Carling Road •Liverpool, NY 13090 • Phone: 315.622.7430
6 www.pcstraining.com
Dec 10 – Dec 14 Monday-Friday N/A 8:30-4:00 (M-R) 8:30-4:30 (F)
Dec 17 – Dec 21 Monday-Friday N/A 8:30-4:00 (M-F)
Life, Accident & Health Evening $399 Applicants taking the agents licensing examination for Life, Accident & Health. This course is
structured and approved as a 24 hour (6 evening sessions) course. Tuition Includes Text and Exam Simulator.
Dates Day’s No Class Time
Feb 1 – Feb 22 Mon & Weds Feb 20 5:30 pm – 9:30 pm
May 7 – May 23 Mon & Weds N/A 5:30 pm – 9:30 pm
Aug 6 – Aug 22 Mon & Weds N/A 5:30 pm – 9:30 pm
Oct 8 – Oct 24 Mon & Weds N/A 5:30 pm – 9:30 pm
1 Winners Circle • Suite 130 Albany, NY 12205 • Phone: 518.437.1802 ext 243
8687 Carling Road • Liverpool, NY 13090 • Phone: 315.622.7430
www.pcstraining.com 7
Life, Accident & Health Review $79-$129** This course will be taught by a NY State approved instructor. Your instructor will cover all the topics on the exam, but more importantly cover the topics you are struggling with the most. The cost of the
course varies depending upon where you purchased your original course. **$79 (If purchased from Bryant & Stratton), $109 (If purchased from ABLE), $129 (all others)
Dates Day’s No Class Time
Mar 23 Friday N/A 8:30 am – 5:00 pm
Jun 22 Friday N/A 8:30 am – 5:00 pm
Aug 20 Monday N/A 8:30 am – 5:00 pm
Nov 16 Friday N/A 8:30 am – 5:00 pm
Albany
1 Winners Circle • Suite 130 Albany, NY 12205 • Phone: 518.437.1802 ext 243
Syracuse
8687 Carling Road • Liverpool, NY 13090 • Phone: 315.622.7430
8 www.pcstraining.com
Property & Casualty Day $769 Offered days or evenings and is approved by the NYS Insurance Dept. under Section 115 for training applicants taking the agents examination and Section 119 for the training of applicants taking the brokers examination. This course is structured and approved as a 96 hour (12 day sessions) course.
Tuition Includes Text and Exam Simulator.
Dates Day’s No Class Time
Jan 4 – Jan 20 Monday-Friday Jan 16 8:30 am – 5:00 pm
Feb 2 – Feb 17 Monday-Friday N/A 8:30 am – 5:00 pm
Mar 1 – Mar 16 Monday-Friday N/A 8:30 am – 5:00 pm
Apr 2 – Apr 19 (Bing) Monday-Thursday N/A 8:30 am – 5:00 pm
Apr 2 – Apr 17 Monday-Friday N/A 8:30 am – 5:00 pm
May 1 – May 16 Monday-Friday N/A 8:30 am – 5:00 pm
Jun 4 – Jun 19 Monday-Friday N/A 8:30 am – 5:00 pm
Jun 4 – Jun 19 (Adams) Monday-Friday N/A 8:30am – 5:00pm
Jul 9 – Jul 24 Monday-Friday N/A 8:30 am – 5:00 pm
Aug 2 – Aug 17 Monday-Friday N/A 8:30 am – 5:00 pm
Sep 6 – Sep 21 Monday-Friday N/A 8:30 am – 5:00 pm
Oct 1 – Oct 18 (Bing) Monday-Thursday N/A 8:30 am – 5:00 pm
Oct 1 – Oct 16 Monday-Friday N/A 8:30 am – 5:00 pm
Oct 31 – Nov 16 Monday-Friday Nov 12 8:30 am – 5:00 pm
Dec 3 – Dec 18 Monday-Friday N/A 8:30 am – 5:00 pm
Property & Casualty Evening $769 Offered days or evenings and is approved by the NYS Insurance Dept. under Section 115 for training
applicants taking the agents examination and Section 119 for the training of applicants taking the brokers examination. This course is structured and approved as a 96 hour (12 day sessions) course. Tuition Includes Text and Exam Simulator.
Feb 2 – Apr 26 Tues & Thurs N/A 5:30 pm – 9:30 pm
Sep 18 – Dec 18 Tues & Thurs N/A 5:30 pm – 9:30 pm
Multi-License Discount Register for a Life, Accident & Health Course and a Property & Casualty Course at the
same time and receive a 10% discount on the total tuition. ** Course start dates must be within 3 months of each other and completed in full to receive the discount **
Regular Tuition Fee (LAH & PC) .................................................................. $1,218 Package Price Discount .............................................................................. $1,096
www.pcstraining.com 9
Personal Lines Day $499
Offered days or evenings and is approved by the NYS Insurance Dept. under Section 115 for training applicants taking the agents examination and Section 119 for the training of applicants taking the brokers examination. This course is structured and approved as a 45 hour (6 day sessions) course.
Tuition Includes Text and Exam Simulator
Dates Day’s No Class Time
Jan 2 – Jan 9 Monday-Friday N/A 8:30 am – 5:00 pm
Feb 2 – Feb 9 Monday-Friday N/A 8:30 am – 5:00 pm
Mar 1 – Mar 8 Monday-Friday N/A 8:30 am – 5:00 pm
Apr 2 – Apr 10 (Bing) Monday-Thursday N/A 8:30 am – 5:00 pm
Apr 2 – Apr 9 Monday-Friday N/A 8:30 am – 5:00 pm
May 1 – May 8 Monday-Friday N/A 8:30 am – 5:00 pm
Jun 4 – Jun 11 Monday-Friday N/A 8:30 am – 5:00 pm
Jul 9 – Jul 16 Monday-Friday N/A 8:30 am – 5:00 pm
Aug 2 – Aug 9 Monday-Friday N/A 8:30 am – 5:00 pm
Sep 6 – Sep 13 Monday-Friday N/A 8:30 am – 5:00 pm
Oct 1 – Oct 9 (Bing) Monday-Thursday N/A 8:30 am – 5:00 pm
Oct 1 – Oct 8 Monday-Friday N/A 8:30 am – 5:00 pm
Oct 31 – Nov 7 Monday-Friday N/A 8:30 am – 5:00 pm
Dec 3 – Dec 10 Monday-Friday N/A 8:30 am – 5:00 pm
Personal Lines Evening $499 Offered days or evenings and is approved by the NYS Insurance Dept. under Section 115 for training
applicants taking the agents examination and Section 119 for the training of applicants taking the brokers examination. This course is structured and approved as a 45 hour (12 night sessions) course. Tuition Includes Text and Exam Simulator.
Dates Day’s No Class Time
Feb 2 – Mar 13 Tues & Thurs N/A 5:30 pm – 9:30 pm
Sep 18 – Oct 25 Tues & Thurs N/A 5:30 pm – 9:30 pm
Syracuse 8687 Carling Road • Liverpool, NY 13090 • Phone: 315.622.7430
10 www.pcstraining.com
Securities Exam Prep Courses Series 6 & 63 $399 Syracuse
You may choose to take series 6 or series 63 independently rather than taking both of them together.
Please call 518.437.1802 ext 243 for information and pricing on individual courses
Dates Day’s No Class Time
Feb 2 – Feb 16 Tues. & Thurs. N/A 5:30 pm -9:30 pm
Jun 14 – Jun 28 Tues. & Thurs. N/A 5:30 pm -9:30 pm
Sep 13 – Sep 27 Tues. & Thurs. N/A 5:30 pm -9:30 pm
Nov 6 – Nov 20 Tues. & Thurs. N/A 5:30 pm -9:30 pm
Series 7 & 66 $599 Syracuse
You may choose to take series 7 or series 66 independently rather than taking both of them together.
Please call 518.437.1802 ext 243 for information and pricing on individual courses
Dates Day’s No Class Time
Mar 5 – Apr 4 Mon. & Wed. N/A 5:30 pm -9:30 pm
May 1 – May 31 Tues. & Thurs. N/A 5:30 pm -9:30 pm
Aug 1 – Sep 5 Mon. & Wed. N/A 5:30 pm -9:30 pm
Oct 1 – Nov 5 Mon. & Wed. Oct 31 5:30 pm -9:30 pm
Continuing Education “In-Class”
Syracuse
8687 Carling Road • Liverpool, NY 13090 • Phone: 315.622.7430
www.pcstraining.com 11
The Professional Skills Center offers a number of instructor-led CE classes to renew your NYS
insurance license(s). The following is a list of courses available on our open enrollment
schedule throughout the year.
In addition to this Open Enrollment format, the Professional Skills Center at Bryant & Stratton
College can bring the CE training to your office with a group of at least 8 licensed
representatives. Formats include: Classroom, self study or a combination of both.
For more information, please contact our office at 315-622-7430. Insuring Against Disaster B $119 8 Credits (NYCR-2122969)
Topics covered: Insurance concepts (law of large numbers, predictable perils, individual
underwriting), What is disaster? Standard policy exclusions, Government insurance plans, Agents’
responsibilities Disaster planning, Federal Response Plans (FRPs), Volunteer programs, Problems
with preparedness, Categories of disasters. (LA, C1, LB, BR, C3 ,PC, PA)
Dates Day’s Time
May 9 (Bing) Wednesday 8:30 am – 5:00 pm
May 22 Tuesday 8:30 am – 5:00 pm
Nov 13 Tuesday 8:30 am – 5:00 pm
Intro to Legal Concepts & Doctrines $119 8 Credits (NYCR-223025)
Topics covered: The American Legal System, Contract Law, Tort Law, Criminal Law, The Law and
Insurance Claims, and Overview of Insurance Laws of New York State. (LA, C1, BR, C3, PC, PA)
Dates Day’s Time
Feb 22 (Bing) Wednesday 8:30 am – 5:00 pm
Sep 18 Tuesday 8:30 am – 5:00 pm
Errors, Omissions and Ethics $119 8 Credits (NYCR-225870)
Topics Covered: What are Errors and Omissions? Specific Duties of an Insurance Agent to An Insurer? , Legal Liabilities of Agents, Types of Errors and Omissions Claims, The Errors and Omissions Policy, Risk Management and Handling Errors and Omission Claims , What is Ethical
Conduct?, Areas of Insurer Conduct Regulation , Marketing Ethics (Sales Practices) Regulation, and Ethical Duties of the Agent. (LA, C1, BR, C3, PC, PA)
Dates Day’s Time
Apr 19 Thursday 8:30 am – 5:00 pm
Oct 23 Tuesday 8:30 am – 5:00 pm
Continuing Education “In-Class”
12 www.pcstraining.com
Ethics I & II $119 8 Credits (NYCR-204188/NYCR-204187)
Topics covered: Ethics-Principles and Practices, NYS Agent and Broker Responsibilities, and NYS
Agent and Broker Responsibilities to the Consumer, Ethics and NYS Insurance Law, and Practical
Answers to Ethical Questions under NYS Insurance Law. (LA, C1, LB, BR, C3, PC, PA) Dates Day’s Time
Jan 31 Tuesday 8:30am – 5:00pm
May 24 Thursday 8:30am – 5:00pm
Professional Liability & Fraud Briefing $119 3 Credits (NYCR-212056) / 4 Credits (NYCR-211507)
Topics covered: Understand what E&O coverage is, Discuss where you have exposure to E&O
claims, Compliance/product training to reduce exposures, Responsibilities to general public. Topics
covered: FRAUD BRIEFING (LA, C1, LB, BR, C3, PC, PA)
Dates Day’s Time
Feb 28 Tuesday 8:30am – 4:00pm
Aug 21 Tuesday 8:30am – 4:00pm
Insurance Fraud $119 8 Credits (NYCR-204186)
Topics covered: Perpetrators of Insurance Fraud, Overview-Insurance Fraud Occural, Company
Department Responsibility at the Time of Claim, and Identifying Fraudulent Claims and Classes of
Fradulent Claims. (LA, C1, LB, BR, C3, PC, PA)
Dates Day’s Time
Mar 20 Tuesday 8:30am – 5:00pm
Jul 26 Thursday 8:30am – 5:00pm
The Topic is Ethics $119 8 Credits (NYCR-205421)
Topics covered:
Dates Day’s Time
Jun 19 Tuesday 8:30am – 5:00pm
Dec 13 Thursday 8:30am – 5:00pm
Long Term Care $119 8 Credits (NYCR-204282)
Topics Covered: The Issue of Long Term Care, Interpreting the Long Term Care Environment, Long
Term Care Insurance Market, Beneftis and Design, Providers of Care, Insurers, Medicare and
Medicare Supplements, Medicaid and Medicaid Estate Planning, Long Term Care Insurance, and
Long Term Care Alternatives. (LA, C1, LB, BR)
Dates Day’s Time
Apr 24 Tuesday 8:30am – 5:00pm
Continuing Education “In-Class” (con’t.)
www.pcstraining.com 13
The following courses are strictly Home-Study. Upon registering for your desired course you
will be mailed a textbook for your chosen topic. After you have read the material you must call
and schedule your exam at Bryant & Stratton. Each course, regardless of credit amount is
concluded with a 50 question multiple choice exam which you must pass with a 70% or
higher. Upon completion you will be given your certificate. PLEASE MAKE SURE YOUR CLASS
OF LICENSE IS COVERED BY THE COURSE YOU SELECT
If you are not located near a Bryant & Stratton campus you will need to find a monitor. Any fees
charged by the monitor you select are not included in your package price. PLEASE SEE THE
MONITORING SCHEDULE ON PAGE 14 FOR TESTING DATES AND TIMES.
15 Credit Courses $149 How Ponzi Schemes and Pyramid Frauds Work
NYCS-227889
Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA, LSB)
Insurance Legal Concepts & Doctrines Basics
NYCS-223960
Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA)
Business Insurance Concepts
NYCS-222990
Applies to Licenses: (C1, LA, LB)
Topic is Fraud II
NYCS-214362
Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA)
Needs Analysis
NYCS-216473
Applies to Licenses: (LA, C1, LB)
12 Credit Courses $119 Effective Business Writing for Insurance Professionals
NYCS-216470
Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA)
Legal Concepts/Doctrines Basic
NYCS-216482
Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA)
8 Credit Courses $109 Ethics for the Insurance Professional
NYCS-208849
Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA)
Long Term Care Suitability
NYCS-209012
Applies to Licenses: (LA, C1, LB)
Continuing Education Home-Study
14 www.pcstraining.com
Bryant & Stratton College offers a full range of monitoring solutions, whether you have completed one of our Home Study Continuing Education courses, our Life, Accident & Health Online program or another providers program, we are available to provide the monitoring services you require. PLEASE CALL 315.622.7430 TO SCHEDULE YOUR EXAM. BRING A PHOTO ID TO YOUR EXAM.
Life, Accident & Health Online Monitoring .............................................. $50 *
Continuing Education Monitoring** .............................................. $25/hour **
*One-time fee if course purchased with Bryant & Stratton College. Per session rate for other vendor courses
**Fee applies only to CE courses purchased outside of Bryant & Stratton
Monitoring Schedule
EVERY TUESDAY AT 2:30PM & THURSDAY AT 9:00 AM. Please call 315.622.7430 to schedule
your exam. Please take note of our Holiday schedule which may conflict with these sessions
Monitor Search By County The New York State Department of Insurance provides a search tool which will help identify a Monitor
in your county. In the event that a Bryant & Stratton campus is not conveniently located, visit the link
below, select a monitor and arrange a testing date. Once a date is selected the monitor must contact
Bryant & Stratton for the appropriate paperwork and should do so by emailing
[email protected] or [email protected]
Link: https://awebproxyprd.ins.state.ny.us/LICAppsAlice/LIC_Monitor_Search.jsp
Holiday Schedule (Liverpool Campus)
Bryant & Stratton College is CLOSED on the following days in 2012;
January 2nd
New Year’s September 3rd
Labor Day
January 16th
Dr. Martin Luther King Jr. Day November 12th
Veterans Day
February 20th
President’s Day November 22nd
Thanksgiving
May 25th
Memorial Day November 23rd
Thanksgiving
May 28th
Memorial Day December 24th
Christmas
July 4th
Independence Day December 25th
Christmas
Monitoring & Monitoring Schedule (Liverpool Campus Only)
www.pcstraining.com 15
Our Program is designed to address the key financial
planning topics needed for success on the CFP Certification
Exam. Text Books are NOT included in the price of tuition.
Our CFP Board approved program includes;
Personal Financial Planning $729
This course provides an in-depth consideration of the
fundamental concepts central to a professional understands
of Personal Financial Planning. Construction of personal
financial statements and application of time value of money concepts are mastered.
Insurance Planning $729
This course introduces students to risk management and insurance decisions in personal financial
planning. Topics include insurance for life, health, disability, property & liability risks, as well as
annuities, group insurance, and long term care.
Investment Planning $729
This course provides a survey and examination of the various investment vehicles and markets. The
elements of investment risk, and the quantitative measurement of risk, are examined in the context of
the modern port folio and pricing theories and investment strategies. Rigorous application of the time-
value formulae to investment pricing models is mastered. Investment analysis, selection, and
management are considered from the perspective of an investor’s risk tolerance and profile, and
overall comprehensive financial plan.
Income Tax Planning $729
Provisions of the Income Tax as it relates to individuals, couples, and families with the financial
planning context are studied. Current issues in tax accounting and tax planning are also covered.
Focus is apples to integration of tax issues and implications within the framework of a comprehensive
financial plan
Retirement Planning and Employee Benefits $729
This course provides consideration of the various alternatives available to the individual in planning
and saving toward retirement. Study of the individual and employee -sponsored retirement programs
and employee benefits, including the tax benefit as provided by the tax code, and of public plans such
as Social Security, Medicaid and Medicare, provides a basis of the development of proficiency in
making retirement planning recommendations to clients.
Certified Financial Planner (In-Class)
16 www.pcstraining.com
Estate Planning $729
This course studies the estate planning process. A practical understanding of the federal estate and
gift tax code, and its application in the personal estate planning context, is developed. Study of the
probate process, wills trusts, property ownership forms, charitable transfers, and business transfers,
and the applicable tax implications, provides a basis from which to formulate an estate plan within the
framework of a comprehensive personal financial plan.
Personal Financial Planning Capstone $729
This course engages the student in critical thinking and decision-making about personal financial
management topics in the context of the financial planning process. Participants gain additional
expertise in integrating the knowledge and skills mastered in the previous financial planning courses
in the curriculum. Students learn to synthesize a comprehensive plan -of-action based on the full
picture of the client’s financial situation, and demonstrate their ability to clearly discuss and justify
their recommendations. The skills that are honed in this course are especially useful in preparation for
case-study format questions on the CFP® Certification Examination.
Schedule & Registration
Please call 315.622.7430 for registration information and for an updated schedule of start dates for
each of the cohort’s listed below. Call today to register!
CFP Cohorts: Each cohort will meet 1 day per week for 4 hours. Each course listed above consists
of 10 courses for a total of 70 courses within the program. Please call for specific Start date’s for the
following Cohorts: January, June and September
Certified Financial Planner (In-Class) con’t
www.pcstraining.com 17
Bryant & Stratton College together with ABLE Incorporated have combined to bring you the most
effective training solutions to help you become a licensed financial services professional. Our belief is
that individual learning best occurs when training is delivered in a format that is best suited to an
individual’s learning style
E–Learning has emerged as valuable educational approach for aspiring professionals. Our
presentation engine, ExamFX, combines rich multimedia instruction, interactive exercises, always -on
reference tools and powerful self assessments to help insure that learning outcomes are met. Our
state-of-the-art courses employ the latest web technologies to provide a dynamic learning
environment that helps you to pass the state licensing exam.
Life, Accident & Health: Basic $149 Exam FX (e-learning with practice questions, audio introductions and animated multimedia
presentations)
Life, Accident & Health: Advanced $229 Exam FX (e-learning with practice questions, audio introductions and animated multimedia
presentations) Printed Study Guide.
Life, Accident & Health: Ultimate $249 Exam FX (e-learning with practice questions, audio introductions and animated multimedia
presentations) Printed Study Guide. ListenUp! Self Study Program (audio questions, answers and
concepts).
How to Register Please visit www.bns.examfx.com and click “New Student”. Following the registration process and
begin your course as soon as you would like.
Monitoring Upon completion of the chapter quizzes and your simulated exam, you are required to complete a
monitored final exam. Please see our monitoring schedule on page 14.
Life, Accident & Health Online
18 www.pcstraining.com
Securities Online
Bryant & Stratton College partners with the most innovative Securities Training companies to offer a full range of Self-Study, Online and Virtual courses for a variety of licenses including;
Series 6, 7, 9, 24, 26, 55, 62, 63, 65 & 66 Whether you’re looking simply to study from a text book, participate in a self paced online course or
venture into a synchronous instructor led virtual course, Bryant & Stratton has an option for you. For more information on our offerings, pricing and more, call Brian Curtis at 315.622.7430 ext 270 or visit www.psctraining.com
Certified Financial Planner Online
Online CFP Bundle $3200 The Certified Financial Planner bundle all six of the online training courses you will need to prepare
for the CFP® certification exam. When you purchase the bundle you receive a package discount,
however textbooks are not included. The courses included in this package are:
1. Personal Financial
2. Insurance Planning
3. Investment Planning 4. Income Tax Planning 5. Retirement Planning
6. Estate Planning 7. Financial Planning Capstone: Cases and Applications
Online CFP Review $500 The CFP
® Certification Examination is one of the most difficult examinations in the financial services
industry. Without the CFP® Certification, you might be losing business to your competition. With the
national pass average for the CFP® Certification Examination around 55%, you have your work cut
out for you. You probably heard from associates they attended a four or five day review class to "bring it all together." Many tell you they could not pass without a review.
Keir offers 32 hours of review for this difficult exam. Since we recommend more than 200 hours of study, you will be studying for several weeks. During that time, Keir has scheduled weekly one-hour
group phone conferences with an instructor to cover key information and discuss any problems you are having with the subject matter. The online class may be repeated as often as you wish, 24/7, for one exam cycle. http://www.keirpartners.com/us/partners/bsc/
Highlights of the program include:
24/7 access
No travel expenses
Includes text, audio, interactive exercises
Updated 3 times a year to reflect new laws for each examination Weekly phone conferences with our instructors
Online Programs
Full Certificates (More Programs available www.psctraining.com)
www.pcstraining.com 19
Online Continuing Education Beginning in 2012 Bryant & Stratton College will offer a full range of Online Continuing Education
courses to satisfy your 15 Credit License renewal requirement. Visit www.psctraining.com or call 315.622.7430 for further information.
20 www.pcstraining.com
Bryant & Stratton College
Professional Skills Center
8687 Carling Road
Liverpool, NY 13090
Phone: 315.622.7430
Fax: 315.622.7435
Email: [email protected]
www.psctraining.com