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Current Classes

4/1 Frost Insurance (2 In-person classes)
4/2 USI South Carolina (Webinar)
4/4 Jeffcoat & Jeffcoat (Webinar)
4/11 Assured Partners Ozarks (In-person)
4/26 FIWT Conference (In-person)
4/29 Cross Pointe Insurance (2 In-person classes)
4/29 South Region CE (2 Webinar classes)
4/30 IPFS Premium Finance Palooza (2 In-person classes)

4/1 Frost Insurance (2 In-person classes)

4/2 USI South Carolina (Webinar)
4/4 Jeffcoat & Jeffcoat (Webinar)
4/11 Assured Partners Ozarks (In-person)
4/26 FIWT Conference (In-person)
4/29 Cross Pointe Insurance (2 In-person classes)
4/29 South Region CE (2 Webinar classes)
4/30 IPFS Premium Finance Palooza (2 In-person classes)

How to Schedule a Class


A CE Course request form is required, so Marketing can file the class with the state Department of Insurance.
Please click HERE to access the form. 
IPFS is required by state regulations to send advance notice of a CE course offering. If a state does not have timely notification, the class becomes invalid, and no credits can be issued.
When a CE Class is requested, a minimum of 45 days notice must be given to Marketing. IF an exception needs to be made please have your RSM contact marketing@ipfs.com.

CE Credit Contact


For questions about Continuing Education, please reach out to Holli Conklin (holli.conklin@ipfs.com) and Caleb Casady (caleb.casady@ipfs.com) or direct your request to their attention through the marketing inbox - marketing@ipfs.com.

Course Materials

Premium Financing at a Glance

The Fundamentals of Ethics


3 hours Ethics Credit

  Fundamentals of Ethics PowerPoint Presentation
  Course Description
  Course Outline
  CA Fundamentals of Ethics PowerPoint Presentation (Includes 1 Hour of State Required Content) COMING SOON

Avoiding E&O Loss

State Approved Guidelines & Documents

IPFS Certified Instructor Guidelines

  1. Attend an in-person CE class with a mentor-instructor* present.
  2. Co-instruct an in-person class with a mentor-instructor* present.
  3. Instruct an entire in-person class with a mentor-instructor* present to approve certification
  4. Instructors must teach two (2) classes per calendar year to remain current, this can be co-instructed classes via webinar or in-person

*In order to be a mentor you must have instructed six classes after becoming IPFS certified.

IPFS Certified Instructors

Central Region
Baylie Babin*
Fred Barker*
Taylor Chafin
Maureen Gaines
Ronnie Vitulli
Lyle LeJeune
Northeast Region
Lauren Scott
Shane Powers*
South Region
Dawn Anderson*
Dee Yates*
Jim Craft*
Laura Gaunt*
Lily Manash
Rebecca Miller*
Kristi Satterwhite
West Region
Darren Eversole*
Erin Foxworthy*
NSET
Allesha Rocha*
*Mentor-Instructor

IPFS Instructor Resources


CE Sales Sheets
Continuing Education Has Never Been Easier
Go to the Print Portal

State Required Documents

 
  1. Virginia Course Intro Statement