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Self-Study Classes

Return to Homepage Looking for the Affidavit of completion?

▶ All self-study classes offered are listed below. Most popular classes are highlighted with Popular symbol.

▶ Self-study CE is simple: access the PDF class reading material through the green "Read" button associated with each class, then when you're ready, return to this page and click the blue "Test" button for your class. Make sure you have a proctor ready for your test. Tests only take 10-20 minute to complete.

▶ Look for these badges to find specific types of classes:

ETH Ethics classes

LTC Long-term care classes

ANN Annuity "Best Interest" classes



Popular 24-Credit Combinations

Use this guides to select from the classes listed below.

Any Single One-n-Done Class Popular

PPACA Details and Ethics, 24CR

OR IRAs, Retirement Plans, and Ethics, 24CR

OR P&C, Commercial, and Ethics Readings, 24CR

Personal Lines Pack Popular

Auto Insurance, 9CR

Home Insurance, 9CR

Ethics, 6CR

General/Health Pack Popular

Ethics and WI Life and Health Ins. Law Review, 12CR

AND Voluntary Benefits Overview, 12CR

OR Topics in Insurance, 12CR

Life Pack

Life Insurance Principles, 12CR

Annuity Best Interest Training, 6CR

Ethics, 6CR

Senior Pack

Medicare and Medicare Supplements, 12CR

Annuity Best Interest Training, 6CR

Ethics, 6CR

Specialty Pack

The WI LTC Insurance Partnership, 12CR

Annuity Best Interest Training, 6CR

Ethics, 6CR

One-n-Done Classes (24 Credits)

24 Credits 3 ETH

"PPACA Details and Ethics"

Course #68821

Read   Test

Agent impacts of PPACA and assorted PPACA ("ObamaCare") details and Q&A from the DOL and IRS.

24 Credits Popular 5 ETH

"IRAs, Retirement Plans, and Ethics"

Course #68869

Read   Test

The ins and outs of IRAs and employment-based retirement plans directly from the IRS. Ethics included to fulfill your entire CE requirement!

24 Credits Popular 5 ETH

"P&C, Commercial, and Ethics Readings"

Course #68850

Read   Test

An engaging assortment of articles that cover the gamut of the P&C world. Ethics included to fulfill your entire CE requirement!

Individual Classes (1-21 Credits)

1 Credit Popular

"Insurance Fraud"

Course #63252

Read   Test

A quick look at insurance fraud in many of its present forms.

1 Credit

"Life Insurance History"

Course #66904

Read   Test

Hey Discovery Channel fans... this class takes you on a short journey though the early history of life insurance.

2 Credits

"Life Settlements and Viaticals"

Course #63357

Read   Test

A look at these controversial products from two very different angles. You decide which is right! Does NOT fulfill WI Life Settlement Training Requirements

2 Credits

"Insurance in the Developing World 2"

Course #62768

Read   Test

Lighter discussion of concepts in the 'Insurance in the Developing World 1' class. Life and health micro-insurance products are also discussed.

2 Credits

"The COBRA Law"

Course #66910

Read   Test

Survey of the Federal and Wisconsin COBRA health benefit extension laws

2 Credits Popular

"Principles of Insurance"

Course #63253

Read   Test

Back to basics--- Fundamentals of insurance in law and in practice. The function of insurance in society as well as risk and contract basics.

2 Credits

"Annuities"

Course #63401

Read   Test

Covers the basics of annuities, with additional emphasis on variable annuities. History of annuities also covered. Does NOT fulfill WI Annuity "Best Interest" Training Requirements

3 Credits 3 ETH

"What is Ethics?"

Course #62769

Read   Test

Toolkit of tactics successful people use in wading through ethical dilemmas.

3 Credits Popular

"Health Insurance Scam Alert!"

Course #62914

Read   Test

Overview of current health insurance scams, and how to protect your clients from them.

4 Credits Popular 4 LTC

"LTC Insurance Partnership On-going Training"

Course #65007

Read   Test

This class fulfills the WI state requirement for LTC insurance partnership "on-going training". Once an agent has fulfilled the 8-hour minimum LTCIP training requirement, this class will fulfill the 4 credit minimum requirement for "ongoing" LTCIP training every 2 years.

WARNING: Some carriers require LTC classes to be "approved" by ClearCert. My classes are not so approved. Thrivent specifically requires this. Please check with your carrier.

4 Credits

"Legal Expense Insurance"

Course #66864

Read   Test

Overview of legal expense insurance. This rapidly growing product can help agents meet the diverse needs of individual and employer clients.

5 Credits Popular 5 ETH

"Ethics in Insurance"

Course #69272

Read   Test

An engaging variety of readings that chronicle the role of ethics in the industry.

5 Credits

"Errors and Omissions (E&O) Insurance"

Course #62927

Read   Test

Overview of errors and omissions insurance--- and how to make sure you never have to make a claim on your personal policy!

5 Credits

"Business Insurance Basics"

Course #66980

Read   Test

Business owners have a lot of insurance decisions to make. This class covers the basics that they need to know.

6 Credits Popular 6 ANN

"Wisconsin Annuity Best Interest Training"

Course #6000128181

Read   Test

This class fulfills the Wisconsin Annuity "Best Interest" (formerly known as "Suitability") Training requirement for agents who wish to sell annuities. This class will meet your state requirement if you need either the "1 credit" version or the "4 credit" version.

6 Credits 6 ETH

"Ethics"

Course #59309

Read   Test

Overview of ethics, including an overview of scholarly work on the subject (do not take this course if you are taking 12-credit course #59309/#59310).

6 Credits

"Wisconsin Life and Health Insurance Law review"

Course #59310

Read   Test

Refresher on the finer points of Wisconsin life and health insurance law (do not take this course if you are taking 12-credit course #59309/#59310).

6 Credits

"Wisconsin Property and Casualty Insurance Law"

Course #66863

Read   Test

Refresher on the finer points of Wisconsin property and casualty insurance law.

8 Credits 8 LTC

"The WI LTC Insurance Partnership"

Course #61180

Read   Test

This class fulfills the WI state requirement for "Initial" LTC insurance partnership training. (do not take this course if you are taking 12-credit course #61180/#61277)

WARNING: Some carriers require LTC classes to be "approved" by ClearCert. My classes are not so approved. Thrivent specifically requires this. Please check with your carrier.

9 Credits Popular

"Auto Insurance"

Course #62921

Read   Test

Overview of auto insurance policies and provisions.

9 Credits Popular

"Home Insurance"

Course #62928

Read   Test

Overview of homeowners insurance policies and provisions.

10 Credits

"Insurance in the Developing World 1"

Course #62767

Read   Test

Fascinating look at the impact that micro-insurance has on people in the developing world. A peek into America's past.

12 Credits 12 LTC

"The WI LTC Insurance Partnership"

Course #61180/#61277

Read   Test

This class fulfills the WI state requirement for LTC insurance partnership training. (do not take this course if you are taking 8-credit course #61180)

WARNING: Some carriers require LTC classes to be "approved" by ClearCert. My classes are not so approved. Thrivent specifically requires this. Please check with your carrier.

12 Credits

"Voluntary Benefits Overview"

Course #59344

Read   Test

A broad look at the types of voluntary insurance and non-insurance products that the industry offers. How employers implement these plans, and communicate them effectively is discussed, as well as what makes each type of plan popular. This is followed by a discussion of the "new" cafeteria plan guidelines.

12 Credits

"Topics in Insurance"

Course #61103

Read   Test

DI insurance, Group Insurance, Annuities, and an overview of the different types of businesses that we work with each day. Understanding the legal differences between types of companies can make you a better consultant and protects your clients.

12 Credits Popular 6 ETH

"Ethics and Wisconsin Life and Health Insurance Law Review"

Course #59309/#59310

Read   Test

Overview of ethics, including an overview of scholarly work on the subject. Part 2 is a refresher on the finer points of Wisconsin insurance law (do not take this course if you are taking 6-credit course #59309 or #59310).

12 Credits Popular

"Life Insurance Principles"

Course #61104

Read   Test

Overview of Life Insurance principles and uses for both individuals and businesses. It covers the true meaning of Life Insurance in the real world, and finishes with a solid overview of Term Life Insurance.

12 Credits Popular

"Medicare and Medicare Supplements"

Course #61182

Read   Test

A comprehensive overview of the Medicare program parts A,B,C, and D as well as Medigap insurance.

19 Credits

"IRAs and Retirement Plans"

Course #69271

Read   Test

The ins and outs of IRAs and employment-based retirement plans directly from the IRS.

19 Credits

"P&C and Commercial Readings"

Course #69266

Read   Test

A truly engaging assortment of articles that cover the gamut of the P&C and Commercial Insurance world.

21 Credits

"PPACA Details"

Course #69269

Read   Test

Agent impacts of PPACA and assorted PPACA ("ObamaCare") details and Q&A from the DOL and IRS. Class reflects original PPACA implementation, not all the changes since: this is history class, not a reflection of current state.