Products Archive - The Cobalt Institute

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Continuing Education (CE) Class

Price range: $50.00 through $325.00
Continuing Education (CE) Class

One Event. Multiple Credits. Maximum Convenience.
At Morton-Barber Learning Center, we believe continuing education should be simple, efficient, and valuable. That's why we've expanded our offerings beyond traditional insurance CE to include continuing education credits for a variety of professional designations! Our Continuing Education Events provide a convenient, one-stop solution for financial and insurance professionals looking to fulfill multiple continuing education requirements in a single, engaging, instructor-led experience. In addition to insurance continuing education, Morton-Barber Learning Center offers approved courses for the following professional designations and credentialing organizations:

Certified Exit Planning Advisor (CEPA)

Investment & Wealth Institute (IWI): CIMA®, RMA®, and CPWA®

Investment Adviser Representative (IAR) Continuing Education

The American College of Financial Services: CLU®, ChFC®, RICP®, CLF®, CASL®, CAP®, ChSNC®, FSCP®, WMCP®, and TPCP®

One Event. More Credit Opportunities. Whether you're maintaining your insurance license, fulfilling professional designation requirements, or both, Morton-Barber Learning Center makes it easier to stay on track with your continuing education goals! *Morton-Barber Learning Center maintains applicable provider and course approvals to offer continuing education credits for the organizations and designations listed above. Credit eligibility, reporting procedures, and certificate availability vary by course, designation, and governing organization. Please contact our team to confirm the credits available for your specific requirements.*
How to check your License/Expiration Date & CE Transcript
To view the expiration date/transcript of your license:

Open https://nipr.com/licensing-center/continuing-education-transcriptsinsurance.ohio.gov

Select “Your Resident State”

Follow “Follow the prompts to ”

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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FINRA Top-Off Combo Packages

Price range: $550.00 through $1,172.95

FINRA Top-Off Combo Packages

Securities Industry Essentials (SIE) Exam The Securities Industry Essentials (SIE or Essentials) Exam is a 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. 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. 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. 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 for a securities representative to sell corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities.
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Life Only 20 Hour Class

Price range: $300.00 through $407.95

Life Insurance Only Pre-licensing Class (20 Hours)

Pre-Licensing Option:
20 Hour Live Instruction Class - Our gold standard, results driven package! The 20 Hour Live Instruction Class is our most comprehensive pre-licensing option to thoroughly prepare students to sell life insurance in 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 (24 CE) is available to those who come to class already with a State of Ohio Property & Casualty license and who complete all 20 hours of the Life & Health course. An additional fee is required for this service. Class Only Price: $300.00 Additional options: Background Check (Fingerprinting): $85.00 Class will be held Monday-Wednesday 8:00am-5:00pm
*Morton-Barber is approved for Life, Accident & Health courses by OH and IN*

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Life, Accident & Health 40 Hour Class

Price range: $350.00 through $557.95
Life, Accident & Health Live 40 hour Class

Pre-Licensing Option:
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 in 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 (24 CE) is available to those who come to class already with a State of Ohio Property & Casualty license and who complete all 40 hours of the Life & Health course. An additional fee is required for this service.
State Exam Details:

Duration: 150 Minutes

150 Questions, with 5 additional Experimental

State Exam Cost: $49.00

Passing Score: 70%

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Ohio Life Accident and Health JotForm Class Registration- Draft
Life, Accident & Health – 40-Hour Live Pre-Licensing Class
Pre-Licensing Option: 40-Hour Live Instruction Class – Our Gold Standard, Results-Driven Package! Prepare comprehensively for your Life, Accident, and Health insurance license in Ohio with our 40-hour live instruction course. Offered by Morton-Barber Learning Center, this class is designed to thoroughly equip students with the knowledge and skills needed to pass the state licensing exam and begin selling insurance in Ohio. Course Highlights: Full 40-hour in-person instruction Multiple scheduling options available Ideal for those seeking thorough, guided preparation Continuing Education (CE) Option: Already licensed in Property & Casualty in Ohio? Complete this 40-hour Life & Health course to earn 24 CE credits. Note: An additional fee applies for CE credit processing.
Life Only – 20-Hour Live Instruction Class
Focused & Efficient – Get Licensed in Just Three Days! Looking to sell only Life Insurance in Ohio? This 20-hour live instruction course is tailored for you. Delivered Monday through Wednesday, this streamlined course covers all essential topics for the Life Only insurance license. Course Highlights:

20 hours of live, in-person training

Meets Ohio state licensing requirements for Life Insurance

Held Monday through Wednesday for your convenience
Accident & Health Only – 20-Hour Live Instruction Class
Streamlined Training for Targeted Licensing This 20-hour course is ideal for those planning to sell only Accident and Health insurance in Ohio. All core topics are covered in just three days. Course Highlights:

20 hours of live, in-person instruction

Meets Ohio licensing requirements for Accident & Health insurance

Held Wednesday through Friday
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Property & Casualty 40 Hour Class

Price range: $350.00 through $557.95
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 come to class already with a State of Ohio Life & Health license and who complete all 40 hours of the Property & Casualty course. An additional fee is required for this service.
State Exam Details:

Duration: 150 Minutes

150 Questions, with 5 additional Experimental

Exam Cost: $49.00

Passing Score: 70%

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Self-Study Course

Price range: $150.00 through $300.00

Self-Study Online
Morton-Barber Learning Center also offers an online self-study program in partnership with Kaplan, a leading publisher of pre-licensing materials. Once you have enrolled as an online student, Kaplan will become your education provider. All study materials, practice quizzes, and exams are taken with Kaplan.
IMPORTANT: Online students will also take their proctored exam with Kaplan – online – and will receive their completion certificates by mail within 3-4 days. All the online information is obtainable on the Kaplan website.

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Series 26 Self-Study

Price range: $350.00 through $497.95
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. Use the menus below to gain access to Morton-Barber's recorded class instruction and exclusive tutoring hours.
Series 26 Exam Details:

Duration: 2 Hours, 45 Minutes

110 Scored Questions

Cost: $150

Passing Score: 70%

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Series 6 Top-Off Class

Price range: $325.00 through $547.95
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 63 Class

Price range: $200.00 through $357.95

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%
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Series 65 Class

Price range: $350.00 through $547.95

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, in OH, IN, KY, and WV. Those with an active Life, Accident & Health and/or Property & Casualty license as of the first day of class are eligible for Continuing Education credit. An additional fee would apply.

Exam Details

Duration: 180 Minutes
130 Questions
Cost: $187
Passing Score: 70%
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Series 66 Class

Price range: $350.00 through $547.95
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: 70%

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Series 7 Top-Off Class

Price range: $450.00 through $697.95

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.
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.

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: $300

Passing Score: 72%

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The Securities Industry Essentials (SIE) Class

Price range: $325.00 through $547.95
The Securities Industry Essentials (SIE) Class
Securities Industry Essentials (SIE) Exam The Securities Industry Essentials (SIE or Essentials) Exam, is a 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.

The SIE exam topics: Industry terminology, securities products, the structure and function of the markets, regulatory agencies and their function, as well as regulations & prohibitive practices. 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 in the following states; AZ, CO, CT, FL, MA, MI, MN, OH, PA, and WI. An additional fee would apply. The State of Illinois approves this course for 12 hours of Continuing Education, including Ethics.
SIE Exam Details:

Duration: 105 Minutes

75 Scored Questions

Cost: $80

Passing Score: 70%
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CE (1)

Class (11)

Self-Study (2)

Continuing Education (CE) Class

How to check your License/Expiration Date & CE Transcript

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Life Insurance Only Pre-licensing Class (20 Hours)

Pre-Licensing Option:

*Morton-Barber is approved for Life, Accident & Health courses by OH and IN*

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Life, Accident & Health Live 40 hour Class

Pre-Licensing Option:

State Exam Details:

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Life, Accident & Health – 40-Hour Live Pre-Licensing Class

Life Only – 20-Hour Live Instruction Class

Accident & Health Only – 20-Hour Live Instruction Class

Property & Casualty Class

Pre-Licensing Options:

State Exam Details:

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Self-Study Online

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Series 26 Class

Series 26 Exam Details:

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Exam Details

Series 66 Class

Series 66 Exam Details:

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The Securities Industry Essentials (SIE) Class

SIE Exam Details:

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Title

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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Morton-Barber is approved for Life, Accident & Health courses by OH and IN

Use below checkout to process your order.Note: For those without a Paypal account, Please click "continue to Paypal" to enter credit card details.

Use below checkout to process your order.Note: For those without a Paypal account, Please click "continue to Paypal" to enter credit card details.

Use below checkout to process your order for our self study program.Note: For those without a Paypal account, Please click "continue to Paypal" to enter credit card details.

Note: For those without a Paypal account, Please click "continue to Paypal**" to enter credit card details.