Financial Services (Non-Credit)

Explore the appraisal process through discussion of appraisal principles and practical examples. This course meets the pre-qualifying criteria, as established by the North Carolina Appraisal Board. This is the first course in the appraisal pre-licensing series and must be taken first.

Textbook required.

Hours: 30

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Enhance your basic appraisal knowledge with the various approaches to property valuation through the practical application of appraisal procedures. This course meets the pre-qualifying criteria, as established by the North
Carolina Appraisal Board. Those seeking to become a registered trainee must complete APP 7201 prior to taking this course.

Textbook required.

Hours: 30

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This National Uniform Standards of Professional Appraisal Practice (USPAP) course fulfills the 15-hour requirement as established by the Appraiser Qualifications Board and The Appraisal Foundation. Those seeking to become a registered trainee must complete APP 7201 and APP 7202 prior to taking this course.

Textbook required.

Hours: 15

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This course will address the national minimum requirements, responsibilities, and expectations for trainee appraisers and supervisory appraisers as set by the Appraiser Qualifications Board.

Hours: 4

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This Banking Services Certificate provides the essential knowledge needed to start or advance your career in retail banking. The course includes fundamental banking concepts and principles, the basics of how banks operate as service providers and businesses, their obligation to operate in a safe and sound manner and manage risk, and the responsibilities of bank employees in a customer-focused financial services environment.

Hours: 48

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Attain a comprehensive overview of the financial planning process. Understand the roles and responsibilities of a financial planner and gain analytical skills to aid in fiduciary decision making. You will learn communication techniques, risk tolerance, time-value-of-money, regulatory issues, and various financial planning applications.

Hours: 39

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You will understand the importance of insurance when it comes to financial planning. In this course, you will grasp basic concepts in risk management and the various types of insurance, such as property, casualty, life, health disability, and long-term care.

Hours: 33

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Discover the principles of investments and the various tools used in financial planning. Using this knowledge, you will be able to choose the appropriate investments to maximize your clients financial portfolio. Your assessment will include tax considerations, economic factors, valuation methods, asset allocation techniques, and performance evaluation.

Hours: 39

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Examine the federal income tax system and how it relates to individuals and their financial planning. Discover how various incomes, deductions, tax credits, capital gains and losses, life insurance and annuities, and taxation of business entities can all affect your clients portfolio.

Hours: 39

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Every financial planning professional needs to know the essentials of retirement planning and employee benefits. Assist your clients in choosing the appropriate retirement plan to meet their needs, whether they are a business, business owner, or an individual. Evaluate qualified plans, non-qualified plans and IRAs in designing the best retirement strategy for your clients.

Hours: 39

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Understand the various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration, and taxation of property. You will learn to strategize and develop a personalized estate plan to include trusts, wills, valuation of assets, and buy-sell agreements.

Hours: 39

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This Capstone course is approved by the CFP Board of Standards,Inc. to satisfy the Financial Plan Development Course requirement. It is a comprehensive course where you will be able to apply the knowledge and skills acquired throughout the CFP(r) Education Program toward the preparation, implementation, and delivery of a financial plan.

Hours: 45

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Pre-licensing:

• 24-hour North Carolina SAFE Comprehension Mortgage Origination Essentials (Webinar)
• 20-hour North Carolina SAFE Comprehensive Mortgage Origination Essentials
• 8-hour North Carolina SAFE Mortgage Origination Essentials
• 4-hour North Carolina SAFE Mortgage Origination Essentials

Required Continuing Education (CE):

Required CE courses for licensed Mortgage Loan Originators change each year. For current Corporate and Continuing Education courses, contact Customer Service at 704.330.4223.

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This mortgage loan originator (MLO) prelicensing course is presented as a live webinar (classroom equivalent) format with two parts: 1) the 20-hour MLO national course plus 2) the 4-hour NC laws and regulations course, for a total of 24 hours. Both are approved by the Nationwide Mortgage Licensing System (NMLS) to meet the North Carolina MLO pre-licensing education requirements. Attendees interact through presentation and the live streaming broadcast of the instructor.

The 20-hour national part includes three hours of training on federal law, three hours on ethics/consumer protection, two hours of training on non-traditional mortgage products, and twelve hours of additional instruction on mortgage origination. The 20-hour course prepares you for the NMLS national MLO test taken at an approved testing center and is required for any state MLO license.The 4-hour course is required for a NC MLO license.

100 percent attendance required. Textbook included in tuition.
This course is a live synchronized webcast.

Hours: 24

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This course is a basic overview of local government finance in North Carolina. It is not a debit and credit accounting course nor does it assume you have formal accounting education or experience. You will learn the basic job functions that are typically housed in the finance department, with attention to those found in smaller governments. This course will also link those functions to the requirements for all local governments found in the NC General Statutes, primarily the Local Government and Fiscal Control Act(G. S. 159 Article 3).

Class is fully online. You will need access to a current version of Adobe Reader and Microsoft Excel. Central Piedmont Community College login required.

Hours: 48

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This course is approved by the North Carolina Department of Insurance (NCDOI) for individuals seeking a Property Insurance agent license, and recommended for those seeking an adjuster license. You will learn general terms and concepts associated with property insurance, personal and commercial insurance coverage, and North Carolina statutes and regulations. Upon successful completion, you will be eligible to sit for the state Property Insurance Agent Exam. If you are seeking an agent license, you must attend 100 percent of the classes. 

Purchase the textbook prior to start of class. It may be used for both Property and Casualty.

Hours: 24

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This course is required  for individuals seeking a Property Insurance Agent sales license and recommended for those seeking and Adjustor's license. Course content will cover general terms and concepts associated with property insurance, personal and commercial insurance coverage, and North Carolina statutes and regulations pertinent to property insurance. Upon successful completion (80 percent or higher), students will be eligible to sit for the state Property Insurance Agent Examination. If you are seeking an sales license, you must attend 100 percent of the classes. 

We recommend that you take the Property class before taking the Casualty class.

Purchase the textbook prior to start of class. It may be used for both Property and Casualty.

Hours: 24

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This course is approved by the North Carolina Department of Insurance (NCDOI) for individuals seeking a Life Insurance agent license. You will learn general terms and concepts associated with life insurance, annuities, policy
provisions, options and various features, and North Carolina statutes and regulations. Upon successful completion, students will be eligible to sit for the state Life Insurance Agent Exam. If you are seeking an agent license, you must attend 100 percent of the classes. 

Purchase the textbook prior to start of class.

Hours: 24

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This course is approved by the North Carolina Department of Insurance (NCDOI) for individuals seeking an Accident, Sickness, and Health Insurance agent license. You will learn general terms and concepts associated with accident and health insurance policies, provisions and North Carolina statutes and regulations. Upon successful completion, you will be eligible to sit for the state Accident, Sickness and Health Insurance Agent Exam. If you are seeking an agent license, you must attend 100 percent of the classes. 

Purchase textbook prior to start of class.

Hours: 24

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This course is approved by the North Carolina Real Estate Commission (NCREC) to satisfy the educational requirements for a broker license. You will learn basic real estate principles and practices and license laws, rules and regulations of the NCREC in preparation for the state exam. This course is content intensive. You should be competent in reading comprehension, solving math problems, and working on the computer. Purchase textbook and optional course materials prior to start of class. You must attend at least 80 percent of class time and pass the course to receive a certificate of completion.

Requires Central Piedmont Community College login prior to start of class. 

Hours: 80

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This course is one of three post-licensing courses designed to assist the provisional broker to meet the 90-hour post-licensing educational requirement set by NCREC. All Post Licensing education must be completed within the prescribed period of time after initial licensure. Textbook required. May be used for all three post-licensing courses. You must meet the 90-percent attendance requirement and pass the course exam. 

Hours: 30

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This course fulfills the annual CE credit as mandated by the NCREC. The commission changes the subject matter of this course each year. 

Hours: 4

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This course is one of three post-licensing courses designed to assist the provisional broker to meet the 90-hour post-licensing educational requirement set by the North Carolina Real Estate Commission (NCREC). All Post Licensing education must be completed within the prescribed period of time after initial licensure.

Textbook required. May be used for all three post-licensing courses. Per the NCREC, you must meet the 90 percent attendance requirement and pass the course exam.

Hours: 30

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If you are a broker-in-charge who desires to retain your broker-in-charge status, you can complete a commission-developed Broker-In-Charge Update Course (BICUP) consisting of four classroom hours of instruction in lieu of the general update course. You are still required to take a four-hour elective to renew your license.

Hours: 4

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This course is an introduction to property management with a focus on practical advice of how to comply with regulations and avoid liability. The course features include Liability Alert features that offer suggestions for avoiding liability from owners and tenants, case studies, and key terms. This class is approved by the NCREC for continued education (CE).

Hours: 4

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This course opens the door to commercial and investment real estate and offers invaluable information to everyone from beginning agents to experienced brokers. Learn how to evaluate commercial properties, calculate cash flows, and negotiate capital gains taxes and 1031 exchanges. This course fulfills the annual CE requirement of the NCREC.

Hours: 4

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This required course is a full introduction to the statutes that regulate the acts of North Carolina notaries. The purpose is for applicants to become qualified candidates for the Notary Public commission. Successful candidates must meet a minimum 80 percent exam score. Important communication occurs by email prior to class meeting. Please provide a current email address at the time of registration. Registration closes two days before class starts.

Current Notary Public Manual (2016) is required and must be purchased before attending class.

Purchase and review textbook prior to start of class. A government photo ID and black pen are also required.

Hours: 7.5

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You are required to have a valid commission as a notary public in NC in order to qualify for this electronic notary certification. This course instructs individuals in procedures required to exercise electronic notarial acts as set forth by the North Carolina Secretary of State. The course will cover the North Carolina Electronic Notary Act and electronic notary processes. Materials will be provided in class.

Prerequisite: You must have a valid commission as a North Carolina Notary Public prior to participating in the Electronic Notary Certification Course. 

Hours: 4

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