Class Notes

Ah…does Fitbit track whether I’m ethical?

HR 1 -- Insurance ethics studies and ethical dilemmas involving current events in the news, from artificial intelligence, workplace ethics, to dishonest insurance producers.

HR 2 – A review of anti-harassment and sexual harassment rules; compare and contrast situational awareness in an ethical culture.

HR – 3 DOL universal fiduciary standards for insurance agents who give advice on retirement assets..

This particular class date (6/13/2018) is combination CFP & INSURANCE DUAL CREDIT COURSE:

IF YOU WANT TO RECEIVE ANY CFP CREDIT, PLEASE CALL OUR OFFICE TO REGISTER BY PHONE!!!

Phone: (847) 705-3838 

Meet our Instructor: Andy Knott is a former Pulitzer Prize nominee and Cook County prosecutor who currently serves as a Portfolio Manager for Wintrust Wealth Management.

Andy holds a CFP®, FINRA Series 7 and 66 Licenses in addition to Life, Health, and Variable Annuities Insurance Licenses. He regularly teaches continuing education classes in Professional Responsibility/Ethics to CFP® certificants and Illinois insurance agents and is an expert witness in cases involving financial planning.

Details:

• Handicap accessible
• Online price of $62.00 includes mandated Illinois reporting fees!
• Weather Warning: please note this time of year weather can create havoc on traffic. Please be sure to allow yourself enough time to arrive before the start of class. CE Credit hours will not be issued for anyone who arrives late or leaves early.

Available Credit