BEST Virtual Super CE Event

Self-Study Course Summary

Estate Planning This course is an educational tool to help financial advisors through the maze of programs, rules and regulations that affect many if not all of their clients, their spouses and dependents. If you are looking for an easy way to get CE credit, I recommend that you do not take this course. This course requires you to spend up to the amount of credit hours listed by your state of reading and reviewing self-study course material prior to attending an in-depth 1.5-hour training course, and then take an electronic exam with 50 questions and receive a passing grade of 70% or higher, in order to receive the CE credit. (The following states require a 100 question exam: FL, IN, MS & OH. You will receive 10 credits of CIMA/CPWA/RMA.) Self-Study Course Overview

Overview INSTRUCTOR: EDWARD J. BARRETT CFP®, CHFC®, CLU®, CEBS®, RPA, CRPS®, CRPC®, CPFA Founder, President and CEO of Broker Educational Sales & Training, Inc. (BEST) Instructor Bio / Testimonials Date: Tuesday, August 25, 2020 Time: 1:00pm - 2:30pm EASTERN TIME Credit: Provides the maximum amount of State Insurance CE credit and 10 CE credit hours of CFP and 5 CE credit hours of CIMA/CPWA/RMA credit. 1 Electronic exam. 2 view credit hours by state Fee: $54.00 (USD) PAYMENT INFORMATION: $54.95 for the event. State Insurance filing fees if applicable. $10.00 per certificate for CFP®, CIMA/CPWA or other professional designations. NO credit will be received for attending the webinar. Top ↑

Begin Registering Here

1. Attendee Information form: fill out the form DO NOT CLOSE YOUR WEB PAGE, you will then be automatically taken to the payment subtotal page.
2. Payment Subtotal: On the payment subtotal page, verify all is correct, check the "I UNDERSTAND THAT I MUST CLICK 'CONTINUE' AFTER COMPLETING PAYMENT" check box and then click the "PAY NOW" button.
3. Payment: DO NOT CLOSE YOUR WEB PAGE after you have finished paying for the webinar, you will either be automatically taken to the GoToWebinar form page OR you must click on the “Continue” button found at the bottom left of the online receipt page (NOT the emailed receipt). Print a copy of your receipt by clicking the Print this Page link at the top right of the page.
4. GoToWebinar registration form: fill out the short form (First Name, Last Name, Email) to receive an email with your unique “Join Webinar” button/link at the email address you entered. DO NOT CLOSE YOUR WEB PAGE, after you hit the "Register" button you will be taken to the Attendee Registration form/study material download page.
5. Attendee Registration form: after completing the Attendee Registration Form, click on the “SUBMIT THIS FORM” button to file your registration with BEST for the event. DO NOT CLOSE YOUR WEB PAGE, you will then be automatically taken to the Download Self-Study/Correspondence Course Material page. To download the study material either click on the OPEN PDF button OR right-click the button and save the pdf file.

If you have any questions, please call BEST at 1-800-345-5669.

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¹ State Insurance/CFP®/CIMA®/CPWA®/RMA® CE Credits

Prerequisite Attendee must:

• Download the Self Study/Correspondence course material
• State Insurance - Read and review the Self Study/Correspondence course material prior to the examination date
• CFP - Complete a minimum of 10 Self Study hours of the course material prior to the examination date
• CIMA/CPWA/RMA - Complete a minimum of 5 Self Study hours of the course material prior to the examination date.
• Earn a passing grade of 70% or higher on the administered examination
  CFP: 10 credit hours CIMA/CPWA/RMA: 5 credit hours

Credits approved are based upon the number of hours required to read and review the Self Study/Correspondence course material prior to the registered examination date.

Broker Educational Sales & Training, Inc. is a CFP Board Registered CE Sponsor. This Self Study/Correspondence course has been accepted by the CFP Board for 10 credits. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER^TM, CFP®, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

² Electronic Exam

Attendees will be given a link to the exam and an invite code to be able to take the electronic exam online. The exam will be graded instantaneously and Pass/Fail will be displayed immediately upon completion. Attendees will have access to unlimited retakes.

Exam will be accessible between 7/28/20 – 8/11/20.

2020 Virtual Super CE Webinar Schedule

All webinar dates listed below fall on a Tuesday.
NOTE: Dates and times are subject to change.
*Please be aware that all times listed are Eastern Time Zone.

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