Skip to main content

Register for Continuing Education (CE)

Registration Form

  • Must be at least 8 characters in length, and include three of four of the following:
    • An uppercase character
    • A lowercase character
    • A number
    • A symbol
Are you currently working with Highland?
Are you a licensed Agent?

Jump to upcoming courses

When you think about continuing education (CE) courses, you want the presentation to be:

lightbulb icon

Insightful

book icon

Thoughtfully developed

book icon

Taught by experienced professionals

revenue icon

Able to convert to revenue


Highland’s Consolidated Educational Services (CES) delivers just that. Our CE courses are not only engaging and relevant, but provide actionable marketing resources post-course to help take your business to the next level.

All of this at no cost.

Register and see the difference CES provides in helping you convert knowledge to revenue.

Register for 2021 CE courses now. Spaces are limited.

Highland’s Consolidated Educational Services (CES) is an approved provider of continuing insurance education in 49 states, as well as a national provider of continuing education for the CLU®, CFP®, and CPA designations.

Upcoming Courses

January 28, 2021
12-1PM PT/3-4PM ET
Private Financing: The Perfect Planning Strategy for Our Times

Robert W. Finnegan, J.D., CLU®, AEP®
Senior Vice President, Advanced Planning
Highland Capital Brokerage

Course Description:
Private financing is an attractive strategy for funding trust-owned life insurance. Learn more.

The Private Financing: The Perfect Planning Strategy for Our Times Webinar course is eligible for one insurance continuing education (CE) credit in all states except Massachusetts, Michigan, Minnesota, and New Jersey. Continuing education is provided by Consolidated Educational Services, Inc., a subsidiary of Highland Capital Brokerage.

This course is eligible for one CFP® continuing education credit.

CFP® and Certified Financial Planner® are marks owned by the Certified Financial Planner Board of Standards, Inc., (CFP Board).

In accordance with the standards of the NASBA National Registry of CPE Sponsors (ID#107906), this course is eligible for 1 CPE credit based on a 50-minute hour.

Program Knowledge Level: Intermediate
Delivery Method: Group Live presented online due to Covid-19
Recommended Field of Study: Specialized Knowledge – Technical
Advance Preparation: None
Course Prerequisites: None

Program Description: This presentation provides a detailed examination of the structure, benefits of, and design options offered by private split dollar. It walks through the mechanics of the transaction and provides detailed design examples including the effect of different loan terms and premium-paying strategies (for example, 10-, 20-, 30-, and 40-pay alternatives), the effect of assumed rates-of-return on the loan amount, and future gifting opportunities by forgiving all or a portion of the loan.

Learning Objectives: Upon completion of this course, attendees will have an in-depth understanding of the mechanics of the private financing transaction and the key elements in designing and administering a successful program.

Cancellations are allowed up to and including the day of the course.

Consolidated Educational Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors. 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasbaregistry.org

Please contact Jennifer Festa at jfesta@highland.com for questions regarding continuing education.

Register Now

Please contact Jennifer Festa at jfesta@highland.com for specific state approvals of this course.

CES page images4

February 25, 2021
1-2PM PT/4-5PM ET
Retirement Planning and Life Insurance

Tom Kestler

Thomas Kestler, CFP®, CLU®, ChFC®, CMFC®
CEO, Branch Development Partners

Course Description:
This course examines the benefits of using various forms of life insurance as part of effective retirement planning for high-net-worth clients. Learn more.

The Retirement Planning and Life Insurance Webinar course is eligible for one insurance continuing education (CE) credit in all states except Massachusetts, Michigan, and Minnesota. Continuing education is provided by Consolidated Educational Services, Inc., a subsidiary of Highland Capital Brokerage.

This course is eligible for one CFP® continuing education credit.

CFP® and Certified Financial Planner® are marks owned by the Certified Financial Planner Board of Standards, Inc., (CFP Board).

In accordance with the standards of the NASBA National Registry of CPE Sponsors (ID#107906), this course is eligible for 1 CPE credit based on a 50-minute hour.

Program Knowledge Level: Intermediate
Delivery Method: Group Live presented online due to Covid-19
Recommended Field of Study: Specialized Knowledge – Technical
Advance Preparation: None
Course Prerequisites: None

Program Description: This course examines the benefits of using various forms of life insurance, including Whole Life, Variable Universal Life, Indexed Universal Life, and Fixed Universal Life as a part of effective retirement planning for high-net-worth clients with the objective of protecting retirement income and providing supplemental income during retirement. Areas of client need, specifically scenarios where qualified retirement options have been maxed out, controlling taxes during retirement years, and how best to compensate key employees are identified. Advantages of tax-deferred savings, tax-free death benefits, no contributions, and minimum distributions are also reviewed.

Learning Objectives: Upon completion of this course, attendees will be thoroughly prepared to assist their clients in using different types of life insurance in the construction of their retirement plans.

Cancellations are allowed up to and including the day of the course.

Consolidated Educational Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors. 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasbaregistry.org

Please contact Jennifer Festa at jfesta@highland.com for questions regarding continuing education.

Register Now

Please contact Jennifer Festa at jfesta@highland.com for specific state approvals of this course.

CES page images5

March 25, 2021
1-2PM PT/4-5PM ET
Charitable Trusts: Planning Techniques Using Life Insurance

Austin Jarvis

Austin Jarvis, J.D., MBA 
Vice President, Advanced Planning – Taxation
Highland Capital Brokerage

Course Description:
Charitable trusts are a powerful planning tool for affluent clients, but are often overlooked because of their perceived complexity and rules. Learn more.

The Charitable Trusts: Planning Techniques Using Life Insurance Webinar course is eligible for one insurance continuing education (CE) credit in all states except Massachusetts, Michigan, Minnesota, New Jersey, and Texas. Continuing education is provided by Consolidated Educational Services, Inc., a subsidiary of Highland Capital Brokerage.

This course is eligible for one CFP® continuing education credit.

CFP® and Certified Financial Planner ® are marks owned by the Certified Financial Planner Board of Standards, Inc., (CFP Board).

In accordance with the standards of the NASBA National Registry of CPE Sponsors (ID#107906), this course is eligible for 1 CPE credit based on a 50-minute hour.

Program Knowledge Level: Intermediate
Delivery Method: Group Live presented online due to Covid-19
Recommended Field of Study: Specialized Knowledge – Technical
Advance Preparation: None
Course Prerequisites: None

Program Description: Charitable trusts are a powerful planning tool for affluent clients but are often overlooked because of their perceived complexity and rules. This course covers the terminology, structure, and tax benefits associated with each type of charitable trust, with emphasis on how to identify which of the many options are best for the client, their family, and their charitable goals. The course defines and examines the following charitable planning concepts and terminology: lead trusts, remainder trusts, annuity and unitrusts, grantor, non-grantor, income, gift, and estate tax deductions.

Learning Objectives: Upon completion of this course, the attendee will have in-depth knowledge and understanding of the various structures of charitable trusts and how life insurance and annuities are instrumental in the passing of wealth to the client’s heirs within this advanced planning concept.

Cancellations are allowed up to and including the day of the course.

Consolidated Educational Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors. 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasbaregistry.org

Please contact Jennifer Festa at jfesta@highland.com for questions regarding continuing education.

Register Now

Please contact Jennifer Festa at jfesta@highland.com for specific state approvals of this course.

CES page images5

Coming soon! Spring/Summer CE course offerings.

Want to hear about our upcoming course dates? Subscribe to receive email notifications about our CE courses.

Subscribe


We listen. We educate. We support. And together, we can do more.


For information on continuing education, please contact CES Vice President and Registrar, Jennifer Festa, at jfesta@highland.com.

Consolidated Educational Services, Inc. is a wholly owned subsidiary of Highland Capital Brokerage, Inc.

Request CE for your upcoming event.

Learn more

CES logo

Consolidated Educational Services, Inc.
20 Commerce Dr., Suite 125, Cranford, NJ 07016