LICENSE & APPOINTMENT Checklist: view here

LIFE & HEALTH STATE LICENSE

Start your journey to become an independent financial professional by visiting the Exam FX exclusive pre-licensing portal! 

$29.95 Video Study Package includes 60-days access to the following features:

• Exam-specific content with OnDemand Video Lectures

• Full Online Course with Chapter Reading and Quizzes

• Simulated Practice Exams

• Online Key Facts, Glossary and Digital Flashcards

• Instructor and Technical Support

See LICENSE & APPOINTMENT Checklist above for details. 

RELATED WEBSITES: 

Look Up Your NPN (National Producer Number) Number:

https://nipr.com/help/look-up-your-npn

License Agent Inquiry Website: 

https://cdicloud.insurance.ca.gov/cal

Go to mywfg.com

Follow step by step instructions here

Use search icon at top right corner,
Search Kaplan Financial Education, 

On Kaplan site, click on the Securities Licensing box

Select Students: 

• Enter your contact details

• No student group / Click Search

• Select your name / Move to the right

• Select the course series you feel most suitable for your learning.  Below are recommendations: 

• Select Series:  SIE Custom Package (WFG Online Components + Audiobook) ($80) = add to cart

• Click Continue Shopping / Go back to Securities Licensing

• Select Series:  Series 6/63 Combo ($75) (select package you want) = add to cart

• Proceed to Checkout (Total: $155)

Additional Study Resources: 

Youtube: https://www.youtube.com/@Series7Guru

Youtube Courses:  SIE  /  Series 6  /  Series 63

Kaplan: 

Free Securities Licensing Materials

Free OnDemand Webinars

Help more families with an RSSA Certification!

RSSA is a great way to become more diverse as a financial professional as you meet the needs of those concerned with their Social Security! As a Registered Social Security Analyst, you will earn your RSSA® designation and become a Social Security expert who can help strengthen current client relationships, acquire new clients, enhance your practice, and differentiate yourself from other advisors. Social Security is a very misunderstood topic with 2,728 rules and thousands of claiming strategies - it's no wonder why this can be a powerful way to help educate families.

LEARN MORE/REGISTER: https://rssa.com/wsb/

What This Means for Professionals

This partnership enhances the RSSA® Program by:

• Strengthening Credibility – Backed by a nationally recognized institution in financial education

• Elevating Professional Positioning – Align your expertise with a higher standard of education and client trust

• Reinforcing an Education-First Approach – Focus on guidance and strategy—not product-first conversations

• Increasing Client Confidence – Clients are more likely to engage with professionals supported by recognized institutions

About the RSSA® Program

The RSSA® (Registered Social Security Analyst®) Program is a turn-key platform that combines Social Security education, certification, technology, marketing, and support—designed specifically for financial and insurance professionals.

Through the RSSA® platform, professionals gain:

• Credibility & Differentiation – Stand out as a Social Security expert in a crowded marketplace

• Turn-Key Education & Certification – Structured training designed for real-world client conversations

• Powerful Technology – Consumer-friendly software that simplifies complex Social Security decisions

• Lead Generation & Client Engagement – Use Social Security planning as a door-opener to start meaningful conversations

• Cross-Selling Opportunities – Organic transitions into Medicare, annuities, life insurance, tax planning, wealth management, and retirement strategies

• Ongoing Support – Back-office guidance and case support to ensure accurate, compliant recommendations

At a time when consumers are actively searching for clarity and confidence around Social Security, RSSA®—now strengthened through its partnership with The American College—equips professionals with the tools, education, and credibility to meet that demand and turn it into lasting business growth.