ERISA Explained Self-Directed Study Course

The purpose of this course is to instruct insurance Agents and Adjusters in the important Federal Law: Employee Retirement Income Security Act of 1974.

The purpose of this course is to instruct insurance Agents and Adjusters in the important Federal Law: Employee Retirement Income Security Act of 1974. In the first Module we discuss the history and background of ERISA. In Module Two review the administration and coverage of ERISA.  In the third Module we layout ERISA’s requirements for disclosure, reporting, and recordkeeping. In the fourth Module we discuss ERISA’s fiduciary standards and how agents and companies can keep them; including insurance products to protect Fiduciary Exposures.

What is a Self-Directed Study Course? With Self-Directed study you will study the course content at your pace (with no unit quizzes), and then you will take a non-proctored, open-book Final Exam. Simple as that. You can take the Final Exam as many times as you need to pass the course.

This course makes a few assumptions about you the student:

  • You are a currently a licensed Insurance Agent or Adjuster.
  • You are interested in additional information, resources, and knowledge regarding Ethics.

There are four key features to the Course Briefs Continuing Education courses:

  • Module One: ERISA History
  • Module Two: ERISA Administration and Coverage
  • Module Three: Requirements for Disclosure, Reporting, and Recordkeeping
  • Module Four: Meeting ERISA Fiduciary Standards
Price: $9.99

Details

Delivery Method: Self-Directed
Access Period: Unlimited

Exam

Proctor: No
Passing Grade: 70%
Questions: 25
Retakes: Unlimited
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