| Syllabus |
| Course
Information |
| Course title: |
"Ethics & the Client" |
| Course number: |
INSCE009 |
| Course description: |
3 hour Continuing Ed Course, Intermediate
Level. This course is designed and delivered to
comply with State requirements. Students can complete the course at their
own time and pace via the Internet. The course comprises of
Modules or Chapters and two Exams. The program will allow you to re-take
a new exam only if you fail with a score of less than 70%. You must make
a grade of 70% on each exam to pass and receive your Certificate of Completion.
Your scores are graded online. OnLine Training
will issue your Certificate of Completion.
This course on "Ethics & the Client" is a
completely self-contained study which is to be completed entirely online.
It contains four sections: Introduction to Ethics, Unauthorized Entities,
Unfair Trade Practices, and Agent Behavior & Client Expectations.
There are two examinations (one after part two and the other after part
four). Upon completion of this course, the student will receive 3 hours
of continuing education credit.
|
| Location: |
Completely online - available through OnLine Training and our Resellers
|
| Meeting day(s): |
Online 7 days per week |
| Meeting time(s): |
Online 24 hours per day |
| Prerequisite(s): |
Insurance License |
| Course
Goals |
| Course Goals: |
The Goals of this course are:
- The student will pass each of two exams with a
70% or better and receive a certificate for 3 hours
of continuing education credit in the field of ethics.
- The student will learn the laws regarding ethical
conduct in the insurance profession.
- The student will see individual case studies of
agents prosecuted for unethical conduct.
- The student will be encouraged to pattern their
personal and professional lives on high moral values,
resulting in ethical behavior.
- Lastly, the student will learn how to establish
their own personal code of ethics to guide them.
|
| Course
Outcomes |
| Course Outcomes: |
The student will successfully learn and comprehend
the material and pass the online exams with a score of 70% or higher,
thereby attaining his/her Certificate of Completion for 3 hours of CE
credits.
|
| Course
Outline |
It is important to note that not all pages
are standard 8x11 pages.
A page is the length required to express an idea or subtopic.
Therefore, some pages may consist of only a few sentences. |
| Syllabus/Course Outline |
Time |
Module |
| Chapter One -
Introduction to Ethics |
30
min. |
A |
A. Does Everyone Understand Ethics?
B. Definitions & Application
C. License Suspension & Revocation
• 626.611
• 626.621
|
|
A/2
A/3
A/4
A/5
A/6
|
Chapter
Two - Unauthorized Entities |
20 min. |
B |
A. Defining Terms
• 626.901
B. Criminality
• Case Study #1
• Case Study #2
| |
B/2
B/2
B/3
B/4
B/5
|
| Review Exam - for Grade |
30 min. |
|
| Chapter Three -
Unfair Trade Practices |
55 min. |
C |
A. Statute 626.9541
• Case Study #3
|
|
C/2 - 4
C/6 - 19
C/5 |
| Chapter Four - Agent
Behavior & Client Expectations |
15 min. |
D |
A. Needs-Based Selling
• Case Study #4
B. Ethical
Dilemas
C. Developing a Personal Code of Ethics
|
|
D/2
D/3
D/4
D/5
|
| Final Exam - for Grade |
30 min. |
|
| COURSE
TOTALS |
3 hr. |
|
|
| Instructor
Information |
| Name: |
Jody Broyles |
| Email: |
broyles@oltraining.com |
| Office location: |
P.O. Box 3303, Palm Beach, FL 33480 |
| Office hours: |
Call for an Appointment |
| Phone: |
(561) 283-0333 or fax (561) 357-4957 |
| Biography: |
Jody Broyles is a native Floridian, yet has also traversed
the country, spending several years in the Great Northwest. He has over
25 years experience in writing and teaching curriculum for adult studies
as most of his professional life has been devoted to preaching the gospel
of Jesus Christ. He thoroughly enjoys research and curriculum design,
having authored numerous classroom studies. Besides the ministry, he
has also worked as both an independent and captive agent in the insurance
industry. He has been very happily married for 27 years and has been
active in supporting athletics as all of his sons played both high school
and college basketball. Jody holds a B.A. in Biblical Studies. |
