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Continuing Education “In-Class”The Professional Skills Center offers a number of instructor-led CE classe s to renew your NYSinsurance license(s). The following is a list of course s available on our open enrollmentschedule throughout the year.In addition to this Open Enrollment format, the Professional Skills Center at Bryant & StrattonCollege can bring the CE training to your office with a group of at least 8 licensedrepresentative s. Formats include: Classroom, self study or a combination of both.For more information, please contact our office at 315-622-7430.Insuring Against Disaster B 1198 Credits (NYCR-2122969)Topics covered: Insurance concepts (law of large numbers, predictable perils, individualunderwriting), What is disaster? Standard policy exclusions, Government insurance plans, Agents’responsibilities Disaster planning, Federal Response Plans (FRPs), Volunteer programs, Problemswith preparedness, Categories of disasters. (LA, C1, LB, BR, C3 ,PC, PA)DatesDay’ sTimeMay 9 (Bing)May 22Nov 13WednesdayTuesdayTuesday8:30 am – 5: 00 pm8:30 am – 5: 00 pm8:30 am – 5: 00 pmIntro to Legal Concepts & Doctrines 1198 Credits (NYCR-223025)Topics covered: The American Legal System, Contract Law, Tort Law, Criminal Law, The Law andInsuranc e Claims, and Overview of Insurance Laws of New York State. (LA, C1, BR, C3, PC, PA)DatesDay’ sTimeFeb 22 (Bing)Sep 18WednesdayTuesday8:30 am – 5: 00 pm8:30 am – 5: 00 pmErrors, Omissions and Ethics 1198 Credits (NYCR-225870)Topics Covered: What are Errors and Omissions? Specific Duties of an Ins urance Agent to AnInsurer? , Legal Liabilities of Agents, Types of Errors and Omissions Claims, The Errors andOmissions Policy, Risk Management and Handling Errors and Omission Claim s , What is EthicalConduct?, Areas of Insurer Conduct Regulation , Marketing Ethics (Sales Practices) Regulation, andEthical Duties of the Agent. (LA, C1, BR, C3, PC, PA)DatesDay’ sTimeApr 19Oct 23Thurs dayTuesday8:30 am – 5: 00 pm8:30 am – 5: 00 pmwww.pcstraining.com11

Continuing Education “In-Class” (con’t.)Ethics I & II 1198 Credits (NYCR-204188/NYCR-204187)Topics covered: Ethics-Principles and Practices, NYS Agent and Broker Responsibilities, and NYSAgent and Broker Responsibilities to the Cons umer, Ethics and NYS Insurance Law, and PracticalAnswers to Ethical Questions under NYS Insurance Law. (LA, C1, LB, BR, C3, PC, PA)DatesDay’ sTimeJan 31May 24TuesdayThurs day8:30am – 5:00pm8:30am – 5:00pmProfessional Liability & Fraud Briefing 1193 Credits (NYCR-212056) / 4 Credits (NYCR-211507)Topics covered: Understand what E&O coverage is, Discuss where you have exposure to E&Oclaims, Compliance/product training to reduce exposures, Resp onsibilities to general public. Topicscovered: FRAUD BRIEFI NG (LA, C1, LB, BR, C3, PC, PA)Day’ sTuesdayTuesdayDatesFeb 28Aug 21Time8:30am – 4:00pm8:30am – 4:00pmInsurance Fraud 1198 Credits (NYCR-204186)Topics covered: Perpetrators of Insurance Fraud, Overview-Insurance Fraud Occural, CompanyDepartment Res ponsibility at the Time of Claim, and Identifying Fraudulent Claims and Classes ofFradulent Claims. (LA, C1, LB, BR, C3, PC, PA)Day’ sTuesdayThurs dayDatesMar 20Jul 26Time8:30am – 5:00pm8:30am – 5:00pmThe Topic is Ethics 1198 Credits (NYCR-205421)Topics covered:Day’ sTuesdayThursdayDatesJun 19Dec 13Long Term CareTime8:30am – 5:00pm8:30am – 5:00pm 1198 Credits (NYCR-204282)Topics Covered: The Issue of Long Term Care, Interpreting the Long Term Care Environment, LongTerm Care Insurance Market, Beneftis and Design, Providers of Care, Insurers, Medic are andMedicare Supplements, Medicaid and Medicaid Estate Planning, Long Term Care Insurance, andLong Term Care Alternatives. (LA, C1, LB, BR)DatesDay’ sTimeApr 24Tuesday8:30am – 5:00pm12www. pcstraining.com

Continuing Education Home-StudyThe following course s are strictly Home -S tudy. Upon registering for your desired course youwill be mailed a textbook for your chosen topic. After you have read the material you must calland schedule your exam at Bryant & Stratton. Each course, regardless of credit amount isconcluded with a 50 question multiple choice exam which you must pa ss with a 70% orhigher. Upon completion you will be given your certificate. PLEASE MAKE SURE YOUR CLASSOF LICE NSE IS COVE RED BY THE COURSE YOU SELECTIf you are not located near a B ryant & Stratton campus you will need to find a monitor. Any feescharged by the monitor you select are not included in your package price. PLEAS E S EE THEMONITORING SCHEDULE ON PAGE 14 FOR TESTI NG DATES AND TIMES.15 Credit Courses 149How Ponzi Schemes and Pyramid Frauds WorkNYCS -227889Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA, LSB)Insurance Legal Concepts & Doctrine s Ba sicsNYCS -223960Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA)Busine ss Insurance ConceptsNYCS -222990Applies to Licenses: (C1, LA, LB)Topic is Fraud IINYCS -214362Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA)Needs Analysi sNYCS -216473Applies to Licenses: (LA, C1, LB)12 Credit Courses 119Effective Busine ss Writing for Insurance Profe ssional sNYCS -216470Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA)Legal Concepts/ Doctrine s Ba sicNYCS -216482Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA)8 Credit Courses 109Ethi cs for the Insurance ProfessionalNYCS -208849Applies to Licenses: (LA, C1, LB, BR, C3, PC, PA)Long Term Care SuitabilityNYCS -209012Applies to Licenses: (LA, C1, LB)www.pcstraining.com13

Monitoring & Monitoring Schedule (Liverpool Campus Only)Bryant & Stratton College offers a full range of monitoring solutions, whether you havecompleted one of our Home Study Continuing Education courses, our Life, Accident &Health Online program or another providers program, we are available to provide themonitoring services you require. PLEASE CALL 315.622.7430 TO SCHEDULE YOUREXAM. BRING A PHOTO ID TO YOUR EXAM.Life, Accident & Health Online Monitoring. 50 *Continuing Education Monitoring** . 25/hour ***One-time fee if course purchased with Bryant & Stratton College. Per session rate for other vendor courses**Fee applies only to CE courses purchased outside of Bryant & StrattonMonitoring ScheduleEVERY TUESDAY A T 2:30PM & THURSDAY A T 9:00 AM. Please call 315.622.7430 to scheduleyour exam. Please take note of our Holiday schedule which may conflict with these sessionsMonitor Search By CountyThe New York State Department of Ins urance provides a search tool which will help identify a Monitorin your county. In the event that a Bryant & Stratton campus is not conveniently located, visit the linkbelow, select a monitor and arrange a testing date. Once a date is selected the monitor must contactBryant & Stratton for the appropriate paperwork and should do so by emailingdmbutler@B ryantStratton.edu or bcurtis@BryantStratton.eduLink: LIC Monitor Search.jspHoliday Schedule (Liverpool Campus)Bryant & Stratton College is CLOSED on the following days in 2012;ndJanuary 2thJanuary 16thFebruary 20thMay 25thMay 28thJuly 414New Year’sDr. Martin Luther King Jr. DayPresident’s DayMemorial DayMemorial DayIndependenc e Daywww. pcstraining.comrdSeptember 3thNovember 12ndNovember 22rdNovember 23thDecember 24thDecember 25Labor DayVeterans DayThanksgivingThanksgivingChristmasChristmas

Certified Financial Planner (In-Class)Our P rogram is designed to address the key financialplanning t opics needed for success on the CFP CertificationExam. Text Books are NOT included in the price of tuition.Our CFP Board approved program includes;Personal Financial Planning 729This course provides an in-dept h consideration of thefundamental concepts central to a professional understandsof Personal Financial Planning. Construction of personalfinancial statements and application of time value of money concepts are mastered.Insurance Planning 729This course introduc es students to risk management and insurance decisions in personal financialplanning. Topics include insurance for life, health, disability, property & liability risks, as well asannuities, group insurance, and long term care.Investment Planning 729This course provides a survey and examination of the various investment vehicles and markets. Theelements of investment risk, and the quantitative measurement of risk, are examined in the context ofthe modern port folio and pricing theories and investment strategies. Rigorous application of the timevalue formulae to investment pricing models is mastered. Investment analysis, selection, andmanagement are considered from the pers pective of an investor’s risk tolerance and profile, andoverall comprehensi ve financial plan.Income Tax Planning 729Provisions of the Inc ome Tax as it relates to individuals, couples, and families with the financialplanning context are studied. Current issues in tax accounting and tax planning are also covered .Focus is apples to integration of tax issues and implications within the framework of a comprehensivefinancial planRetirement Planning and Employee Benefits 729This course provides consideration of the various alternatives available to the individual in planningand saving toward retirement. Study of the individual and employee -sponsored retirement programsand employee benefits, including the tax benefit as provided by the tax code, and of public plans suchas Social Security, Medicaid and Medicare, provides a basis of the development of proficiency inmaking retirement planning rec ommendations to clients.www.pcstraining.com15

Certified Financial Planner (In-Class) con’tEstate Planning 729This course studies the estate planning process. A practical understanding of the federal estate andgift tax code, and its application in the pers onal estate planning context, is developed. Study of theprobate process, wills trusts, property ownership forms, charitable trans fers, and business transfers,and the applicable tax implications, provides a basis from which to formulate an estate plan within theframework of a comprehensive personal financial plan.Personal Financial Planning Capstone 729This course engages the student in critical thinking and decision-making about personal financialmanagement topics in the context of the financial planning process. Participants gain additionalexpertise in integrating the knowledge and skills mastered in the previous financial planning coursesin the curriculum. Students learn to synthesize a comprehensive plan -of-action based on the fullpicture of the client’s financial situation, and demonstrate their ability to clearly discuss and justifytheir recommendations. The skills that are honed in this course are especially useful in preparation for case-study format questions on the CFP Certification Examination.Schedule & RegistrationPlease call 315. 622. 7430 for registration information and for an updated schedule of start dates foreach of the cohort’s listed below. Call today to register!CFP Cohorts: Each cohort will meet 1 day per week for 4 hours. Each course listed above consistsof 10 courses for a total of 70 cours es within the program. Please call for specific Start dat e’s for thefollowing Cohorts: January, June and September16www. pcstraining.com

Life, Accident & Health OnlineBryant & Stratton College together with ABLE Incorporated have combined to bring you the mosteffective training solutions to help you become a licensed financial services professional. Our belief isthat individual learning best occurs when training is delivered in a format that is best suited to anindividual’s learning styleE–Learning has emerged as valuable educational approach for aspiring professionals. Ourpresentation engine, ExamFX, combines rich multimedia instruction, interactive exercises, always -onreference tools and powerful self assessments to help insure that learning outcomes are met. Ourstate-of-the-art courses employ the latest web technologies to provide a dynamic learningenvironment that helps you to pass the state licensing exam.Life, Accident & Health: Basic 149Exam FX (e-learning with practice questions, audio introductions and animat ed multimediapresentations )Life, Accident & Health: Advanced 229Exam FX (e-learning with practice questions, audio introductions and animat ed multimediapresentations ) Printed Study Guide.Life, Accident & Health: Ultimate 249Exam FX (e-learning with practice questions, audio introductions and animat ed multimediapresentations ) Printed Study Guide. ListenUp! Self Study Program (audio questions, answers andconcepts).How to RegisterPlease visit www.bns.examfx.com and click “New Student”. Following the registration process andbegin your course as soon as you would like.MonitoringUpon completion of the chapter quizzes and your simulated exam, you are required to complete amonitored final exam. Please see our monitoring schedule on page 14.www.pcstraining.com17

Online ProgramsSecurities OnlineBryant & Stratton College partners with the most innovative Securities Training companies to offer afull range of Self-Study, Online and Virtual courses for a variety of licenses including;Series 6, 7, 9, 24, 26, 55, 62, 63, 65 & 66Whether you’re looking simply to study from a text book, participate in a self paced online course orventure into a synchronous instructor led virtual course, Bryant & Stratton has an option for you. Formore information on our offerings, pricing and more, call Brian Curti s at 315.622. 7430 ext 270 orvi sit www.psctraining.comCertified Financial Planner OnlineOnline CFP Bundle 3200The Certified Financial Planner bundle all six of the online training cours es you will need to prepare for the CFP certification exam. When you purchase the bundle you receive a package discount,however textbooks are not included. The courses included in this package are:1.2.3.4.5.6.7.Personal FinancialInsuranc e PlanningInvestment PlanningIncome Tax PlanningRetirement PlanningEstate PlanningFinancial Planning Capstone: Cases and ApplicationsOnline CFP Review 500The CFP Certification Examination is one of the most difficult examinations in the financial services industry. Without the CFP Certification, you might be losing business to your competition. With the national pass average for the CFP Certification Examination around 55%, you have your work cutout for you. You probably heard from associates they attended a four or five day review class to"bring it all toget her." Many tell you they could not pass without a review.Keir offers 32 hours of review for this difficult exam. Since we recommend more than 200 hours ofstudy, you will be studying for several weeks. During that time, Keir has scheduled weekl y one-hourgroup phone conferences with an instructor to cover key information and discuss any problems youare having with the subject matter. The online class may be repeated as often as you wish, 24/7, forone exam cycle. ghts of the program include:24/7 accessNo travel expens es(More Programs availableIncludes text, audio, interactive exercisesUpdated 3 times a year to reflect new laws for each examinationWeekly phone conferences with our instructorsFull Certificates18www. pcstraining.comwww.psctraining.com)

Online Continuing EducationBeginning in 2012 Bryant & Stratton College will offer a full range of Online Continuing Educationcourses to satisfy your 15 Credit License renewal requirement. Visit www.psctraining.com or call315.622.7430 for further information.www.pcstraining.com19

Bryant & Stratton CollegeProfessional Skills Cent er8687 Carling RoadLiverpool, NY 13090Phone: 315.622.7430Fax: 315.622.7435Email: eduwww.psctraining.com20www. pcstraining.com

Certified Financial Planner NEW ONLINE COURSES! See pages 16 - 20 www.psctraining.com . 2 www.pcstraining.com Providing Hands-On Training As a division of Bryant & Stratton College, the Professional Skills Center has a wide variety of Financial . chosen to pre-order your books the charge