| Course Name | Public | Credits | Category | Method | Renewal Date | Offerings |
|---|---|---|---|---|---|---|
| HS 321 Income Taxation | Y | 20 | General | Self Study | 12/31/2026 | |
| HS 326 Planning for Retirement Needs | Y | 20 | General | Self Study | 12/31/2026 | |
| HS 328 Investments | Y | 20 | General | Self Study | 12/31/2026 | |
| HS 330 Fundamentals of Estate Planning | Y | 20 | General | Self Study | 12/31/2026 | |
| Essentials of Life Insurance Products | Y | 20 | General | Self Study | 12/31/2026 | |
| Fundamentals of Insurance Planning | N | 20 | General | Self Study | 12/31/2026 | |
| GS 859 - Gift Planning in a Nonprofit Context | Y | 20 | General | Self Study | 12/31/2026 | |
| GS 839 Planning for Philanthropic Impact | Y | 20 | General | Self Study | 12/31/2026 | |
| HS 353 Retirement Income Process, Strategies & Solutions | Y | 21 | General | Self Study | 12/31/2026 | |
| GS 849 Charitable Strategies | Y | 21 | General | Self Study | 12/31/2026 | |
| HS 376 Legal & Financial Issues for Special Needs Families | Y | 21 | General | Self Study | 12/31/2026 | |
| HS 354 Sources of Retirement Income | Y | 21 | General | Self Study | 12/31/2026 | |
| HS 355 Managing the Retirement Income Plan | Y | 21 | General | Self Study | 12/31/2026 | |
| HS 355 Managing the Retirement Income Plan - 3 Eth | Y | 3 | Ethics | Self Study | 12/31/2026 | |
| HS 347 Contemporary College | N | 21 | General | Self Study | 12/31/2026 | |
| CE 128 Ethics for Financial Services Professionals | Y | 3 | Ethics | Self Study | 12/31/2026 | |
| HS 324 Legal Aspects of Life Insurance | Y | 20 | General | Self Study | 12/31/2026 | |
| HS 323 Tools &Techniques of Life Insurance Planning | Y | 20 | General | Self Study | 12/31/2026 | |
| HS 324 Legal Aspects of Life Insurance-Ethics | Y | 3 | Ethics | Self Study | 12/31/2026 | |
| HS331 Planning for Business Owners & Professionals | Y | 21 | General | Self Study | 12/31/2026 | |
| WMCP 360 Introduction to Goal-Based Planning_ETH | Y | 3 | Ethics | Self Study | 12/31/2026 | |
| WMCP 360 Introduction to Goal-Based Planning | Y | 20 | General | Self Study | 12/31/2026 | |
| KNOWING THE TRUTH, THE WHOLE TRUTH, AND PROVIDING FOR IT (CL) | Y | 1 | General | Classroom | 12/31/2026 | |
| HS 300 FUNDAMENTALS OF FINANCIAL PLANNING (SS) | Y | 21 | General | Self Study | 12/31/2026 | |
| HS 300 FUNDAMENTALS OF FINANCIAL PLANNING - ETHICS (SS) | N | 3 | Ethics | Self Study | 12/31/2026 | |
| FA 222 SSENTIALS OF INSURANCE & FINANCIAL NEEDS (SS-ER) | Y | 16 | General | Self Study | 12/31/2026 | |
| FA 222 SSENTIALS OF INSURANCE & FINANCIAL NEEDS (SS-ER) | Y | 3 | Ethics | Self Study | 12/31/2026 | |
| WMCP 362 Strategic Wealth Management | Y | 20 | General | Self Study | 12/31/2026 | |
| WMCP 361 Efficient Investment Portfolios | Y | 21 | General | Self Study | 12/31/2026 | |
| RICP 353 RETIREMENT INCOME PROCESS, STRATEGIES & SOLUTIONS (SS ER) | Y | 21 | General | Self Study | 12/31/2026 | |
| WMCP 361 Efficient Investment Portfolios_ETH | Y | 3 | Ethics | Self Study | 12/31/2026 | |
| FP 99 Foundations of Financial Planning | Y | 21 | General | Self Study | 12/31/2026 | |
| RICP 355 MANAGING THE RETIREMENT INCOME PLAN (SS ER) | Y | 18 | General | Self Study | 12/31/2026 | |
| RICP 354 SOURCES OF RETIREMENT INCOME (SS ER) | Y | 21 | General | Self Study | 12/31/2026 | |
| FA 203 ESSENTIALS FOR MEETING CLIENT NEEDS (SS ER) | Y | 16 | General | Self Study | 12/31/2026 | |
| FA 203 ESSENTIALS FOR MEETING CLIENT NEEDS ETHICS (SS ER) | Y | 13 | Ethics | Self Study | 12/31/2026 |
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Columbus OH 43215
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