FINRA Top-Off Combo Packages

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 Step
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
Class Only Price: $275
Additional options:
Exam Simulator: $25
Background Check (Fingerprinting): $70
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.
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
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.
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.
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.
Do not repeat the same course in a single compliance period.