| New Jersey Insurance License Online offers a full selection
of Insurance Continuing Education Courses to satisfy your training needs. We hope
you'll enjoy browsing our course catalog and look
forward to your enrollment. |
New Jersey INSURANCE CONTINUING
EDUCATION COURSES:
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Financial institutions are at the forefront of the battle against the money launderers. It is not only their institutions that the money launderers target to use in their various nefarious schemes but under current legislation they are responsible for policing the financial dealings and reporting any suspicious transactions. This course will dwell upon the new regulatory environment of the securities industry vis a vis money laundering, specifically the USA Patriot Act 2001. The course aims to highlight the key aspects of the USA Patriot Act namely, Suspicious Activity Reporting (SAR) and Know your Customer (KYC)
LEARNING OBJECTIVES:
- Understand the scope and effect of Money Laundering.
- Understand the Process and Methodology of Money Laundering.
- The impact of money laundering on the Operations and responsibilities of Financial Institutions.
- The regulatory environment vis a vis Money Laundering for the securities industry.
- The establishment of the Anti Money Laundering Program for securities firms.
TOPICS COVERED:
- Introduction
- LESSON 1: Money Laundering Defined
- LESSON 2: Effects of Money Laundering
- LESSON 3: Federal Money Laundering Laws for Securities Firms
- LESSON 4: The USA Patriot Act
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This course covers the basic concept of ethics with a detailed definition and what it entails. We will discuss the role of ethics in our personal as well as professional lives and the challenges faced. We will also discuss the core ethical values and how rationalization is used as a common tool. Finally, we will talk about the framework of ethical decision-making and conclude with a brief discourse on ethics and conflict of interests.
LEARNING OBJECTIVES:
- Define ethics and emphasize on the various principles involved.
- Discuss the ways in which we can incorporate ethical values in our personal and professional lives.
- Briefly define the major themes in ethical philosophy.
- Fully understand the core ethical principles and values and the use of rationalization.
- Elaborate on the framework for ethical decision-making.
- Define the key elements of a conflict of interest.
TOPICS COVERED:
- Introduction
- Lesson 1: How We Live
- LESSON 2: Role of Ethics
- LESSON 3: Ethics Philosophy
- LESSON 4: Ethics VS Values
- LESSON 5: Rationalization
- LESSON 6: Ethical Decision-Making
- LESSON 7: Ethics and Conflict of Interest
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This course provides a basic understanding of how to use ratio analysis for evaluating financial performance.
It discusses the scope, significance and calculation of ratios whose understanding is key to evaluating the financial strength of a company.
LEARNING OBJECTIVES:
- Appreciate the significance of using ratios
- Understand Return on Equity and its components
- Understand, calculate and use Liquidity Ratios
- Understand, calculate and use Asset Management Ratios
- Understand, calculate and use Profitability Ratios
- Understand, calculate and use Leverage Ratios
- Understand, calculate and use Market Value Ratios
- Compare financial statements
TOPICS COVERED:
- Introduction
- LESSON 1: RETURN ON EQUITY
- LESSON 2: LIQUIDITY RATIOS
- LESSON 3: ASSET MANAGEMENT RATIOS
- LESSON 4: PROFITABILITY RATIOS
- LESSON 5: LEVERAGE RATIOS
- LESSON 6: MARKET VALUE RATIOS
- LESSON 7: COMPARING FINANCIAL STATEMENTS
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The peril of liability is one of the most severe risks facing any organization today. Operating an organization without liability insurance puts owners at risk. Learning about liability insurance is a great way to prolong the life of your organization! This course covers broad issues of liability insurance and Workers' Compensation.
LEARNING OBJECTIVES:
- The basics of commercial liability insurance
- Commercial liability insurance coverage
- Commercial liability insurance policy
- The basics of worker's compensation and employers liability insurance
- Worker's Compensation and employers liability insurance policy
TOPICS COVERED:
- Introduction
- LESSON 1: The Basics of Commercial Liability Insurance
- LESSON 2: Commercial Liability Insurance Coverage
- LESSON 3: Commercial Liability Insurance Policy
- LESSON 4: Workers’ Compensation and Employers Liability Basics
- LESSON 5: Workers' Compensation and Employers Liability Insurance Policy
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This course focuses on are the proper methods of holding legal title to property during your life, and passing your estate on to your heirs in a manner and timing of your choosing, all with minimum taxes and intervention by the legal system. It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the transfer tax system and the calculation of an individual’s estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of post-mortem tax planning.
LEARNING OBJECTIVES:
- To learn what comprises a taxable estate for federal tax purposes
- To learn how estate tax liability is calculated
- To learn how the various tools and techniques of estate planning can be used to manage and dispose of one’s property according to his or her wishes, while minimizing federal transfer taxes.
TOPICS COVERED:
- Introduction
- LESSON 1: The Estate Planning Process And Documents Of Transfer
- LESSON 2: Unified Transfer Tax System And Generation Skipping Transfer Tax (GSTT)
- LESSON 3: Trusts
- LESSON 4: Marital Deduction Planning
- LESSON 5: Charitable Deduction Planning
- LESSON 6: Intra-Family Business And Property Transfers
- LESSON 7: Post-Mortem Estate Planning
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As a new employee to the insurance industry you may find yourself overwhelmed with understanding the components of the industry and the terminology being used around you. This course will provide you with an understanding of the general make up of the industry and the terminology in order for you to do your job well.
LEARNING OBJECTIVES:
- Learn the basic concepts of insurance
- Learn insurance terms
- Define who needs insurance
- See how an insurance agency is organized
- Learn about continuing education, errors & omissions
- Define what makes a valuable employee and explore future career opportunities
- Obtain valuable insurance resource information
TOPICS COVERED:
- Introduction
- LESSON 1: Purpose of Insurance
- LESSON 2: Independent Insurance Agency System
- LESSON 3: You and Your Agency
- LESSON 4: Being an Insurance Professional Part 1
- LESSON 5: Being an Insurance Professional Part 2
- LESSON 6: Continuing Education
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This course focuses on are the proper methods of holding legal title to property during your life, and passing your estate on to your heirs in a manner and timing of your choosing, all with minimum taxes and intervention by the legal system. It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the unified transfer tax system and the calculation of an individual’s estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of post-mortem tax planning.
LEARNING OBJECTIVES:
- Outlines the need for and the elements of the estate planning process.
- Establishes estate planning strategies.
- Overview of the Federal Gift tax system.
- Introduces gross estate and valuation techniques.
- Explains the purpose and function of the Federal Estate Tax.
- Explain the purpose and function of trusts.
- Outlines marital deduction planning.
- Outlines charitable deduction planning.
- Addresses estate planning issues for business owners.
- Outlines post-mortem estate planning.
TOPICS COVERED:
- Introduction
- LESSON 1: The Estate Planning Process And Documents Of Transfer
- LESSON 2 : Unified Transfer Tax System And Generation Skipping Transfer Tax (GSTT)
- LESSON 3: Gifts And Federal Gift Taxation
- LESSON 4: The Gross Estate And Valuation Techniques
- LESSON 5: Calculation Of Federal Estate Tax Liability
- LESSON 6: Trusts
- LESSON 7: Marital Deduction Planning
- LESSON 8: Charitable Deduction Planning
- LESSON 9: Intra-Family Business And Property Transfers
- LESSON 10 Tax Planning for Estates of Varying Sizes
- LESSON 11: Post-Mortem Estate Planning
- LESSON 12: Conclusion
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This course provides a concise overview of how financial management is used to create higher market values for an organization. Since the information contained within these lessons deals with advanced topics, the user should have a good working knowledge of both accounting and financial management prior to taking this course. Creating Value Through Financial Management is recommended for 6 hours of Continuing Professional Education.
LEARNING OBJECTIVES:
- How to move your company into more value-added activities
- How to break the accounting habit, and why you should
- How to understand the difference between cash-flow and earnings
- How to look for value that is not on the Balance Sheet
- How to restructure a company
- Is a merger the right plan?
- How to initiate Value Based Management in your company
- How to measure the creation of value
- How to use innovative strategizing to create real value
TOPICS COVERED:
- Introduction
- LESSON 1: The New Role of Finance
- LESSON 2: Value-Based Management
- LESSON 3: Measuring Value
- LESSON 4: Real Sources of Value
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This course covers broad issues on Employment and Labor laws as it applies to Insurance Agencies. It covers issues on pre and post employment procedures, employee agent/agency staff/agency staff and employer/agency rights and interviewing strategies in order to avoid claims and suits. Further, it puts emphasis on real world issues related to the employment laws.
LEARNING OBJECTIVES:
- INTERVIEWING STRATEGIES
- UNDERSTAND EMPLOYER AGENCY RIGHTS FOR REQUESTING AND DISSEMINATING EMPLOYEE REFERENCES
- EMPLOYMENT VERIFICATION REQUIREMENTS; DO'S AND DON'TS
- DRUG TESTING & PHYSICAL EXAMINATIONS
- EMPLOYMENT AT-WILL DOCTRINE
- DISCRIMINATION PRINCIPLES
- RETALIATION
- HARASSMENT
- AMERICAN WITH DISABILITIES ACT
- FAMILY AND MEDICAL LEAVE ACT
- INVESTIGATING EFFECTIVELY AND WITHIN THE LAW
- EFFECTIVE DISCIPLINARY POLICIES
TOPICS COVERED:
- Introduction
- LESSON 1: Labor and Employment Law
- LESSON 2 : Interviewing Strategies
- LESSON 3: Employment References
- LESSON 4: Employment Verification Requirements of Employers
- LESSON 5: Drug Testing And Physical Examinations
- LESSON 6: Is There Really Still Employment-At-Will?
- LESSON 7: Discrimination Principles
- LESSON 8: Retaliation
- LESSON 9: Harassment
- LESSON 10: Americans With Disabilities Act (ADA)
- LESSON 11: Family Leave and Medical Leave Act (FLMA)
- LESSON 12: Investigating Effectively and Within The Law
- LESSON 13: Effective Disciplinary Policies
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In this course we do not intend to create a complex, philosophical, intellectual debate on current ethical considerations. Rather, we will present a practical discussion of business ethics with specific examples taken from the insurance industry. The course addresses the complexities of ethical decision making in today's insurance environment. It suggests ways for insurance producers to establish ethics in the work place and thereby take a step toward reducing the possibility of questionable practices and wrongdoing.
LEARNING OBJECTIVES:
- Learn the basic concepts of ethics.
- Learn about professionalism and ethical standards.
- Learn to differentiate between ethics and values.
- Define what is meant by conflict of interest.
- Define the steps involved in ethical decision making
- Learn the intricacies of the insurance product
- Understand the responsibilities if an insurance professional
- Learn about the disclosures involved in policy illustrations
- Understand the standards of consumer protection in the insurance industry
- Understand the various regulations of insurance trade practices
TOPICS COVERED:
- Introduction
- LESSON 1: Introduction
- LESSON 2 : Role of Ethics
- LESSON 3: Ethics Vs. Values
- LESSON 4: Resolving Ethical Dilemmas
- LESSON 5: Ethical Decision Making
- LESSON 6: Nature of the Insurance Product
- LESSON 7: The Insurance Professional
- LESSON 8: Insurance Regulation
- LESSON 9: Policy Illustrations
- LESSON 10: Consumer Protection in the Insurance Industry
- LESSON 11: Regulation of Insurance Trade Practices
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