Original 101PD resources
Every guide states the skills, outcomes, level, prerequisites, estimated time, applied project, price plan, and source boundaries. A guide is not an enrollment offer; checkout appears only after the complete original course and assessment pass review.
California-focused additions
Authority-dependent education stays separate from independent exam preparation. Approval and credit are never inferred from a guide.
A California-specific map of producer ethics, Insurance Code duties, consumer safeguards, and the line between approved education and independent exam preparation.
12 estimated hours · $69 planned list price · free with FREELAUNCH during approval-stage training
Open the learning guideA focused route through the existing property-and-casualty foundation for personal auto, homeowners, dwelling, umbrella, and California consumer rules.
8 estimated hours · Included track
Open the learning guideA reusable track inside the property-and-casualty course covering commercial property, general liability, business auto, workers’ compensation, and package decisions.
10 estimated hours · Included track
Open the learning guideA California statutory-course blueprint for lending fundamentals, brokering duties, disclosures, qualification, loan documentation, servicing, and consumer protection.
45 estimated hours · $49 planned list price · free with FREELAUNCH during approval-stage training
Open the learning guideNational exam preparation
Exam-preparation completion is training only. FINRA, NASAA, employer sponsorship, and state registration rules remain controlling.
An original exam-preparation pathway covering market structure, products, risks, customer accounts, prohibited practices, and the limits of an SIE result.
20 estimated hours · $59 planned one-time price
Open the learning guideRole-focused preparation for investment-company and variable-contract products, customer recommendations, transactions, records, and representative conduct.
24 estimated hours · $69 planned one-time price
Open the learning guideA state-law exam framework for persons, securities, registration, exemptions, communications, fiduciary standards, and unethical practices.
18 estimated hours · $59 planned one-time price
Open the learning guideUniversal professional certificates
One-time pricing, assessed original work, an applied portfolio artifact, and a publicly verifiable 101PD training certificate—without claiming an occupational license or third-party credential.
An applied operating system for intake, documentation, carrier communication, renewals, complaints, privacy, quality control, and team accountability.
12 estimated hours · $59 planned one-time price
Open the learning guideA practical introduction to business exposures and the roles of CGL, BOP, workers’ compensation, commercial auto, property, cyber, and umbrella coverage.
12 estimated hours · $59 planned one-time price
Open the learning guideA tool-neutral operating method for using generative AI while protecting confidential information, checking claims, documenting judgment, and keeping a human accountable.
8 estimated hours · $49 planned one-time price
Open the learning guideA practical spreadsheet workflow for reliable tables, formulas, cleanup, analysis, charts, dashboards, and quality checks using realistic business records.
10 estimated hours · $49 planned one-time price
Open the learning guideA practical method for turning an objective into a charter, work plan, schedule, risk register, communication rhythm, and defensible closeout.
12 estimated hours · $59 planned one-time price
Open the learning guideA decision-centered communication course for emails, memos, presentations, meetings, difficult messages, and follow-up records.
8 estimated hours · $39 planned one-time price
Open the learning guideA practical foundation for asking measurable questions, evaluating data quality, choosing summaries, reading charts, and communicating uncertainty.
10 estimated hours · $49 planned one-time price
Open the learning guideA nontechnical operating guide for phishing, payments fraud, passwords, access, devices, vendors, privacy, incident recognition, and evidence-preserving response.
8 estimated hours · $49 planned one-time price
Open the learning guideA channel-neutral marketing system for audience research, positioning, content, search, email, social media, measurement, disclosures, and responsible experimentation.
10 estimated hours · $49 planned one-time price
Open the learning guideA practical first-management system for expectations, one-on-ones, delegation, coaching, feedback, documentation, performance, conflict, and fair escalation.
12 estimated hours · $59 planned one-time price
Open the learning guideA practical recordkeeping foundation for transactions, chart of accounts, reconciliation, receivables, payables, cash flow, internal controls, and management reporting.
12 estimated hours · $59 planned one-time price
Open the learning guideA disciplined route from problem and customer evidence through offer design, economics, operations, risk, launch experiments, and measurable next decisions.
12 estimated hours · $59 planned one-time price
Open the learning guideA practical service method for understanding the request, setting boundaries, reducing conflict, documenting commitments, and recovering when the organization makes a mistake.
6 estimated hours · $29 planned one-time price
Open the learning guideAn evidence-based job-search system for skills inventory, role targeting, resumes, applications, interviews, networking, follow-up, and professional online presence.
8 estimated hours · $29 planned one-time price
Open the learning guideStackable pathways