Fee Planners Network Introduces “Certified Fee Insurance Specialist”
(CFIS) Program on WebCE’s Platform
Online Courses Will Benefit RIA’s, Wealth Managers, and Fee-Only
Financial Planners.
The Fee Planners Network announces the availability of a new professional
designation called the Certified Fee Insurance Specialist (CFIS) Program.
The CFIS designation is the first and only certification program that
distinguishes the fee-practitioner as one who is knowledgeable in fee-based
life insurance design and function. The designation illustrates knowledge and
competency in policy style, structure, design, concept, efficiency
considerations, full disclosure requirements, and fiduciary care.
The courses necessary for attaining the CFIS designation are now available
through WebCE, the premier provider of online financial education and
registered CE courses. The CFIS courses also provide up to 25 state-approved
insurance CE credits as an elected option for the enrolled candidate.
Joseph W. Maczuga, Executive Director of the Network, stated, “There is a
lot of confusion for the consumer between the multitude of designations and
practice terminology. This designation blends two cultures and clearly
identifies the fee planning function for the benefit of the consumer.” The Fee
Planners Network influences just under 2,000 planners with its newsletter and
membership material.
Mr. Maczuga is a 31-year veteran in the financial planning profession, a
Licensed Insurance Counselor in the State of Michigan, and author of numerous
articles on the subject of fee-based insurance planning with full disclosure.
He also serves as a consultant to several national independent broker/dealers
and wealth advisory firms.
WebCE’s CEO, Gary Henkel said, “The CFIS certification represents a unique
designation for professionals in the financial services industry. WebCE
provides a comprehensive technology platform for supporting organizations that
offer professional designations, and we are honored to administer the Fee
Planners Network CFIS curriculum and certification program.”
About The Fee Planner’s Network
The Network is nationally recognized as providing the only training and
educational resource for advisors who desire full disclosure and fiduciary care
in comprehensive planning with no-load life insurance. More information about
the Fee Planners Network is available at http://webshopmanager.com.
About WebCE
WebCE is a nationwide supplier of state-of-the-art continuing education courses
to hundreds of thousands of licensed insurance professionals and financial
planners. WebCE provides an integrated suite of continuing education courses
and testing services that are delivered either electronically over the Internet
or through traditional books.