FINRA Top-Off Combo Packages
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Self-Study Online
Morton-Barber Learning Center also offers an online self-study program in partnership with ExamFX, a leading publisher of pre-licensing materials. Once you have enrolled as an online student, ExamFX will become your education provider. All study materials, practice quizzes, and exams are taken with ExamFX.
IMPORTANT: Online students will also take their proctored exam with ExamFX – online – and will receive their completion certificates by mail within 3-4 days. All the online information is obtainable on the ExamFX website.
ExamFX offers a discounted rate of $109.95 to Morton-Barber Learning Center students who enroll through our website: use the link below to register. 1st. Click Purchase Now 2nd. Enter examfx@mortonbarber.com in the email address 3rd. Click Next StepSelf-Study with Book (MBLC Proctored)
Although a classroom course with a live instructor is always preferable, Morton-Barber Learning Center also offers a self-study option for Life, Accident & Health and Property and Casualty. You can pick up a book at our office for $139.95, or we can mail it to you for an additional $8.00 shipping fee. Our self-study book includes all the necessary study material needed to pass the state exam, including a valuable Exam Simulator for online access to a bank of 3000 questions, a “Simulate Your Exam” that may be taken repeatedly and a “Guarantee Exam” that may be taken only twice & best saved for before your state exam.These practice exams are important helpful tools for preparing to pass the state exam. Please call us or stop by our location in Worthington to obtain the book. A registration form will need to be completed by the student at the time of enrollment.Students who want to complete their pre-licensing education by the self-study method are required by the Ohio Department of Insurance to take a “proctored exam” (or pre-exam) at our facility. Our proctored exam is 100 questions. A score of 70% or above is required for a pass to receive the completion certificates required to move on to the state exam. Completion certificates are awarded the same day as the exam. The first proctored exam is included in the purchase of the self-study materials. Re-test fee is $20. The proctored exam, is given by appointment only at our Worthington location by calling 614-885-2800. **Use below checkout to process your order for our self study program to be a MBLC proctored student.**Note: For those without a Paypal account, Please click "continue to Paypal" to enter credit card details.
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The Securities Industry Essentials (SIE) Class
Securities Industry Essentials (SIE) Exam
The Securities Industry Essentials (SIE or Essentials) Exam, available beginning October 1, 2018, is a new FINRA exam for prospective securities industry professionals. This introductory-level exam assesses a candidate’s knowledge of basic securities industry information including concepts fundamental to working in the industry, such as types of products and their risks; the structure of the securities industry markets, regulatory agencies and their functions; and prohibited practices.
Key Features of the Essentials Exam
- The Essentials exam is open to anyone aged 18 or older, including students and prospective candidates interested in demonstrating basic industry knowledge to potential employers.
- Association with a firm is not required, and individuals are permitted to take the exam before or after associating with a firm.
SIE Exam Details:
- Duration: 105 Minutes
- 75 Scored Questions
- Cost: $60
- Passing Score: 70%
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Life Insurance Only Pre-licensing Class (20 Hours)
Class Only Price: $275
Additional options:
Exam Simulator: $25
Background Check (Fingerprinting): $70
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Long Term Care Partnership (Refresher CE) Class
Long Term Care Refresher Course for those who need to renew their certificate.
This course is designed to fulfill the four-hour ongoing training requirement for long-term care insurance and long-term care partnerships developed by the NAIC and adopted by many states. It does this in two ways:
The course reinforces and enhances the initial LTCI/LTC partnership training. The concepts and information presented in the initial training are reviewed and supplemented with additional content. All topics required by the NAIC model for both the initial and ongoing training are covered.In addition, this course serves as an update to the initial training. When training began, partnerships were new, and there were still many questions about how programs would be implemented and how certain matters would handled by the states. Many of these issues have now been resolved and addressed by state regulations, and in Section 4 of the course we provide an extensive discussion of possible situations and the rules that apply. An in other sections of the course, we bring students up to date on trends in long-term care, innovations in long-term care insurance products, LTCI market trends, and developments in other LTC funding methods.
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Life, Accident & Health Weekend Cram Class
This fast tracked 2.5 day/20 hour course requires students to review the course textbook for a minimum of 20 hours before taking the class. It is intended for those with a background in insurance and/or a cursory knowledge of the material before attending class. You must pay the full class fee to receive the book in advance. Students may either pick up the book in our office, or pay an additional shipping and handling fee for home/office delivery.
Students must pass the proctored screening exams at the end of the class to receive their certificates.
Class will be held on Friday evening from 5pm-9pm, and Saturday and Sunday from 8am to 5pm
**Use below checkout to process your order.**Note: For those without a Paypal account, Please click "continue to Paypal" to enter credit card details.
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Property & Casualty Class
The Property & Casualty Examination allows representatives to sell insurance to clients that need and want to protect their homes, cars, boats, businesses and other personal property.
Pre-Licensing Options:
40 Hour Live Instruction Class - Our gold standard, results driven package! The 40 Hour Live Instruction Class is our most student comprehensive learning experience. Continuing Education (24 CE) is available to those who are already licensed with the State of Ohio for Life, Accident & Health and who complete all 40 hours of the Property & Casualty class. An additional fee is required for this service. (Not available for the Weekend Cram class.)State Exam Details:
- Duration: 150 Minutes
- 150 Questions, with 5 additional Experimental
- Exam Cost: $49.50
- Passing Score: 70%
Our passing rate is 84% vs. state of 47%
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Life Accident & Health 40 hour Class
Pre-Licencing Options:
40 Hour Live Instruction Class - Our gold standard, results driven package! The 40 Hour Live Instruction Class is our most comprehensive pre-licensing option to thoroughly prepare students to sell life, accident and health insurance the state of Ohio. Morton-Barber Learning Center offers several different training options to complete this course and to get certified in Ohio. Continuing Education (CE) is also available for this course. 24 hours of continuing education is available to those who are already licensed with the State of Ohio for Property and Casualty and who complete all 40 hours of the Life & Health class. An additional fee is required for this service. (Not available for the Weekend Cram class.)State Exam Details:
- Duration: 150 Minutes
- 150 Questions, with 5 additional Experimental
- State Exam Cost: $42.00
- Passing Score: 70%
Our first time pass rate is 97% vs. state average of 49%
**Use below checkout to process your order.**Note: For those without a Paypal account, Please click "continue to Paypal" to enter credit card details.
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Series 63 Class
NASAA Series 63 - Uniform Securities Agent State Law Examination
The NASAA Series 63 is a securities license entitling the holder to solicit orders for any type of security in a particular state. Securities agents must acquire the Series 63 license, in addition to a Series 7 or Series 6 license, to sell securities.
You can now receive 3.5 hours of CE Credit while attending the full time frame of the Series 63 Course if you are already licensed with A National Producer # on day 1 of class.
An additional fee is required for this service.
Series 63 Exam Details:
Duration: 75 Minutes 60 Scored Questions Cost: $147 Passing Score: 43/60 = 72%**Use below checkout to process your order.
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Continuing Education (CE) Class
If you take a Continuing Education (CE) course from Morton-Barber Learning Center, we will enter your CE credits.
You are responsible for renewing your own producer’s (agent’s) license with the State of Ohio. See further details at: www.insurance.ohio.gov.
*Cost of classes are $10 per CE credit hour if you pick and choose, or get all 24 hours of CE for $230.
State of Ohio Continuing Education Regulations
Each individual who is issued an Ohio resident insurance agent’s license shall complete the following: 24 hours of continuing education 3 of the 24 hours must be approved ethics training You shall apply biennially for a renewal of the license on or before the last day of your birth month.Do not repeat the same course in a single compliance period.
How to check your License/Expiration Date & CE Transcript
To view the expiration date/transcript of your license:- Open insurance.ohio.gov
- Select “Agents/Agencies – How do I…”
- Select “Find the Agent/Agency Locator”
- Search for your information by entering your name or your National Producer Number or your Agent’s License number.
- For best results, enter 1 of these items, but not all 3.
- Retrieve your license information Save and Print your CE transcript.
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Property & Casualty Weekend Cram Class
This fast tracked 2.5 day/20 hour course requires students to review the course textbook for 20 hours before taking the class. You must pay the full class fee to receive the book in advance. Either pick up the book in our office, or pay an additional shipping and handling for home/office delivery.
Students must pass the proctored screening exams at the end of the class to receive their certificates.
Class will be held on Friday evening from 5pm-9pm, and Saturday and Sunday from 8am to 5pm.
**Use below checkout to process your order.**Note: For those without a Paypal account, Please click "continue to Paypal" to enter credit card details.
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Series 26 Class
FINRA Series 26 - Investment Company and Variable Contracts Products Principal Examination
The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of an investment company and variable products principal, including the rules and statutory provisions applicable to the supervisory management of companies registered under the Investment Company Act of 1940.
Passing the Series 26 Examination allows a candidate to be an investment company and variable products principal/supervisor. The Morton Barber Learning Center has an outstanding 83% student first time pass rate for this challenging exam. Please click the details button below to select the various options that fit you best.
Series 26 Exam Details:
- Duration: 2 Hours, 45 Minutes
- 110 Scored Questions
- Cost: $100
- Passing Score: 70%
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Series 66 Class
NASAA Series 66 - Uniform Combined State Law Exam
The Series 66 is a combination of the Series 65 (Investment Advisor Exam) and the Series 63 (Uniform State Law Agent Exam). This exam focuses on the skills and knowledge needed by an Investment Advisor (IA) to provide investment advice to clients.
The Series 66 tests your ability to understand the concept of the time value of money, as well as the different measures of potential rates of return.
Series 66 Exam Details:
- Co-requisite: Successful Completion of the Series 7 Examination
- Duration: 2 Hours, 30 Minutes
- 100 Scored Questions
- Exam Cost: $177
- Passing Score: 73%
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Series 65 Class
NASAA Series 65 - Uniform Investment Adviser Law Exam
The FINRA Series 65 exam covers laws, regulations, ethics and topics such as retirement planning, portfolio management strategies and fiduciary responsibilities. It is one of the exams required by many states in order to charge a fee for investment advice and services. It is meant to qualify the candidate to become an investment adviser representative.
This course is approved for 24 hours of Continuing Education, including Ethics, for those with an active Life, Accident & Health and/or Property & Casualty license as of the first day of class. An additional fee would apply.
Exam Details
Duration: 180 Minutes 130 Questions Cost: $165 Passing Score: 72% **Use below checkout to process your order.**Note: For those without a Paypal account, Please click "continue to Paypal" to enter credit card details.
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Series 6 Top-Off Class
FINRA Series 6 Top-Off - Investment Company and Variable Contracts Products Representative Examination
The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of an investment company and variable contract products representative, including sales of mutual funds and variable annuities.
The FINRA Series 6 Top-Off securities license is required for Registered Reps to sell Mutual Funds, Variable Life Insurance and Variable Annuities. Classes fill quickly – please enroll early.
This course is approved for 24 hours of Continuing Education, including Ethics, for those with an active Life, Accident & Health and/or Property & Casualty license as of the first day of class. An additional fee would apply.
Series 6 Top Off Exam Details:
- Duration: 90 Minutes
- 50 Scored Questions
- Exam Cost: $40
- Passing Score: 70%
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Series 7 Top Off Class
FINRA Series 7 Top-Off - General Securities Representative Examination
The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of a general securities representative, including sales of corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities.
The FINRA Series 7 examination is required in order for a securities representative to sell corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities.
Class is from 8:00 am - 5:00 pm daily
Series 7 Top Off Exam Details:
Duration: 3 Hours, 45 Minutes
125 Scored Questions
Exam Cost: $245
Passing Score: 72%
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