The Certified Life Insurance Advisor™ Series (CLIA™)

FEC231:    Life Insurance Strategies Survey
FEC232:    Advanced Life Insurance Strategies
FEC233:    Integrated Wealth Transfer Planning – Case studies
FEC234:    Integrated Income Tax Planning – Case studies
FEC235:    Integrated Wealth Transfer & Income Tax Planning – Case studies
FEC236:    Attracting and Engaging Affluent Families and Businesses

Course Descriptions

Coming soon!


The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.