The study materials for this course are available online. To begin, click a chapter link below. You may study the material in any order you wish — but we recommend following the Next link found on each page to ensure you have covered all of the material before taking the final examination.

Chapter 1 — An Emerging Market

Chapter 2 — Basics of Lifetime Settlements

Chapter 3 — Prospects for Lifetime Settlements

Chapter 4 — Market Regulation

Chapter 5 — Ethics & Fiduciary Responsibilities

Chapter 6 — Taxation of Lifetime Settlements

Final Examination

After completing all six chapters and their study reviews, proceed to the final examination. Passing score is 70% correct. Re-examination is available if needed.

Begin Final Examination →