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
           
  11/15 Annuities C69663 9:30 to 12:20 p.m.

3

  11/16 Understanding Living Trust C76463 9:30 a.m. to 4 p.m.

6

  11/22 HIPAA Compliance C72395 9:30 to 12:20 p.m.

3

  11/23 Ethics I - Introduction to Ethics C00879 9 a.m. to 12 p.m.

3

11/23 Understanding Flood Insurance C71036 1 to 4 p.m.

3

11/24 Commercial General Liability Policy C74393 9:30 a.m. to 4 p.m.

6

  11/25 Principles of Retirement
Planning
C69638 9:30 a.m. to 4 p.m.

6

  11/26 Legal Principles of L&H C69888 9:30 a.m. to 4 p.m.

6

12/13 Personal Liability & Umbrella Coverage C72396 9:30 to 12:20 p.m.

3

  12/13 Section 403(B) Annuities C71068 1 to 4 p.m.

3

  12/14 Legal Principles of L&H C69888 9:30 a.m. to 4 p.m.

6

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

3

  12/26 Insurance Planning in Business Market C69688 1 to 5 p.m.

4

  12/27 Understanding Living Trust C76463 9:30 to 4 p.m.

6

  12/28 Ethics I - Introduction to Ethics C00879 9 a.m. to 12 p.m.

3

12/28 Understanding Flood Insurance C71036 1 to 4 p.m.

3

12/29 Commercial General Liability Policy C74393 9:30 a.m. to 4 p.m.

6

  12/30 Variable Insurance Contracts C70762 1:30 to 4:30 p.m.

3

           
  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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