Skip Navigation

Site Search

Search results for “ eric smith in category "Courses"

1 result found containing all search terms.

You can possibly get more results searching for any of the terms.
1. Estate Planning [Courses]
Learn how to guide your clients in protecting and transferring their wealth. If you are a trust officer, attorney, life insurance underwriter or financial planner, this course gives you the fundamental background of what you need to know in proac...
... )( Section 1) Quarter: FALL 2021 Instructor Eric A. Smith, M.A., CFP® ... CLV, ChFC, CRPC, ATP, has taught CFP educational courses at Florida Atlantic University since 1994. ...