Financial Education for Securities, Banking, & Insurance Professionals.

Become a Moderator

Moderating a course - either online or in person - is a great way to mentor newer agents as well as sharpen your own skills.

Why Becoming a Moderator Benefits You

  • Earn up to $2,000 moderating courses!
  • Take the course free of charge☨ and earn designation credits
  • Earn state Continuing Education (CE) credits (check your state for availability)*
  • Hone your own sales and interpersonal skills
  • Enjoy the personal satisfaction of teaching sales skills that help others succeed

☨Must have five students and only applies to the primary moderator.
*Must take the final exam to receive credits.

New Moderator Compensation Program! (Rates are for classes starting after May 1, 2016)
Earn up to $2,000 moderating courses! Moderators teaching courses will be compensated as follows:
  • 5 - 9 students - $800 per course (minimum of 5 students required to hold a course)
  • 10 - 14 students - $1,000 per course
  • 15 - 19 students - $1,500 per course
  • 20-25 students - $2,000 per course

Choose from Convenient Class Options
  • Live Local Classes - Designed for moderators who like structure and personal interaction with their students and peers.
  • Live Online Classes - Lead live, real-time online classes from your home or office computer, all without having to travel.

Final Exams For all FA courses starting on or after January 1, 2014, exams must be taken through The College's proctored online examination process (NY students will take a proctored paper-and-pencil exam). Students must satisfy the attendance requirements and have a moderator grade of at least 70 to be eligible to take the final exam. Guidelines for taking the exam and instructions for registering an exam proctor can be found online in Blackboard. Student and proctor exam eligibility emails will be sent as soon as the student has met the exam eligibility requirements. (Students have 4 weeks from the last class to take their exam.)

If you have questions, contact our team at: 610-526-1539 or via email at


Contact Us

Call: 610-526-1539
(M–F 8 a.m. – 6 p.m. ET)

Send Us an Email

Use Our Online Form

Moderator Applications

Insurance Education

Registered Health Underwriter®

(Health Insurance)


Chartered Healthcare Consultant®

(Healthcare Specialty)


Registered Employee

Benefits Consultant

(Employee Benefits)


Chartered Leadership Fellow®

(Field or Agency Leadership)


Life Underwriter Training

Council Fellow

(Insurance Skills)


Chartered Life Underwriter®

(Insurance Specialty)

Financial Planning

Chartered Financial Consultant®

(Advanced Financial Planning)


Certification Education

(Financial Planning)


Chartered Advisor for

Senior Living®

(Retirement Income Education)


Financial Services Specialist

(Financial Services Basics)


Chartered Advisor

in Philanthropy®



Retirement Income

Certified Professional

(Retirement Income)

Graduate Degrees

Master of Science in Management

(Executive Leadership)


Master of Science in

Financial Services

(Advanced Financial Planning)