Course Instructions
Please read the following instructions carefully to understand the course structure, assessment criteria, and completion requirements.
Login to Adviser CE: Upon registration, you will receive access credentials. Log in to the Adviser CE platform to access the course materials.
Navigating the Course: The course is structured into modules, each containing several chapters. Progress through the materials in the sequence they are presented to ensure a thorough understanding of each topic.
Module Quizzes: At the end of each module, you will find a quiz to test your understanding of the material. These quizzes are for practice and do not count towards your final score.
Final Assessment: To successfully complete the course, you must pass the final assessment with a minimum score of 70%. You have three attempts to achieve this score. The final assessment is comprehensive and covers all modules.
Retaking the Course: If you do not pass the final assessment within three attempts, you must retake the entire course before attempting the assessment again.
Preparation: It is imperative that you thoroughly review all course materials provided in each module before attempting the final assessment. This ensures you are well-prepared and significantly increases your chances of success.
Required Course Survey: At the end of the course, please take a moment to complete the satisfaction survey. Your feedback is invaluable and helps us improve the course experience for future learners. The course is not complete until this step is done.
Certificate of Completion: Upon passing the final assessment, you will receive a certificate of completion. This certificate serves as proof of your expertise in the course material and is suitable for professional records.
Automatic Reporting: Course completion is automatically reported to FINRA, NASAA’s vendor for program tracking.
Support Available: If you encounter any issues with course access, navigation, or content, don't hesitate to get in touch with our support team via application chat or email at [email protected].
Ensure you manage your study time effectively to complete the course within the stipulated time frame.
Engage actively with all learning materials and practice quizzes to maximize your understanding and retention of the course content.
We wish you success as you embark on this learning journey to deepen your understanding of annuities and enhance your professional capabilities.