Lewis Financial Services Institute offers a large array of Continuing Education courses. The table below lists the courses currently being offered. Additional courses and dates will be added throughout the year. Please check back periodically if you do not find a course that meets your needs.  
     
 
  Date Course

Course #

Time Credits
           
  9/18 Banking Insurance Course C76464 9:30 to 12:20 p.m.

3

  9/18 Section 403(B) Annuities C71068 1 to 4 p.m.

3

  9/19 Legal Principles of L&H C69888 9:30 a.m. to 4 p.m.

6

  9/24 Understanding Living Trust C76463 9:30 a.m. to 4 p.m.

6

  9/25 Case Studies in H.O. Insurance C72397 9:30 to 12:20 p.m.

3

  9/25 Variable Insurance Contracts C70762 1 to 4 p.m.

3

  9/26 Ethics I - Introduction to Ethics C00879 9 a.m. to 12 p.m.

3

9/26 Understanding Flood Insurance C71036 1 to 4 p.m.

3

  9/27 Principles of Retirement
Planning
C69638 9:30 a.m. to 4 p.m.

6

  10/16 HIPAA Compliance C72395 9:30 to 12:20 p.m.

3

  10/17 Understanding Living Trust C76463 9:30 to 4 p.m.

6

10/23 Personal Liability & Umbrella Coverage C72396 9:30 to 12:20 p.m.

3

  10/24 Ethics I - Introduction to Ethics C00879 9 a.m. to 12 p.m.

3

10/24 Understanding Flood Insurance C71036 1 to 4 p.m.

3

10/25 Commercial General Liability Policy C74393 9:30 a.m. to 4 p.m.

6

  10/29 Ethics I - Introduction to Ethics C00879 9:30 to 12:20 p.m.

3

10/29 Annuities C69663 1 to 4 p.m.

3

  10/30 Insurance Planning in Business Market C69688 9 a.m. to 1 p.m.

4

10/31 Disability Income Insurance C69645 9:30 to 4 p.m.

6

  All Continuing Ed courses are $35 for 3 credits, $45 for 4 credits & $60 for 6 credits.  
 
     

Phone: (704) 5638869Address: 6600-H East W.T. Harris Blvd., Charlotte, NC 28215

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