The second two-hour class is now available online as a self-study course. Learn the trust-account management, accounting and record-keeping tasks that keep an agency's insurance trust financially solvent and compliant: work through the illustrated lesson slides at your own pace, take the short quiz, and download your certificate of completion when achieving a passing grade of 85% or more.

Fiduciary Task Management PART II: Insurance Trust Financial Solvency Management (Self-Study)

TeacherChris Marinescu
TypeSelf-Study Online
Student Enrolled1
Price$45
Enroll Now — $45
Requires completion of Fiduciary Task Management PART I: – Fiduciary Duty of P&C Insurance Agencies (Self-Study).
Already have an account? Sign in. New here? Create an account first — it only takes a minute.
The first two-hour class is now available online as a self-study course. Learn the fiduciary obligations of licensed insurance agents and brokers at your own pace: work through the illustrated lesson slides, take the short quiz, and download your certificate of completion when achieving a passing grade of 85% or more.

Fiduciary Task Management PART I: – Fiduciary Duty of P&C Insurance Agencies (Self-Study)

TeacherChris Marinescu
TypeSelf-Study Online
Student Enrolled2
Price$45
Enroll Now — $45
Already have an account? Sign in. New here? Create an account first — it only takes a minute.

Class IX: Trust Accounting Software Demo

TeacherChris Marinescu
TypeOnline Course
Price$55
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Class VIII: Trust Accounting Software-Concept & Practice

TeacherChris Marinescu
TypeOnline Course
Price$55
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Class VII: Trust Accounting Demo

TeacherChris Marinescu
TypeOnline Course
Price$55
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Class VI: Trust Accounting Logic

TeacherChris Marinescu
TypeOnline Course
Price$55
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Class V: Insurance Premium Accounting

TeacherChris Marinescu
TypeOnline Course
Price$55
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Class IV: Fiduciary Violations

TeacherChris Marinescu
TypeOnline Course
Price$55
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Class III: Fiduciary Relationship

TeacherChris Marinescu
TypeOnline Course
Price$55
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