HOWARD MAK
License #: 0L14153
License Status: Active
Current Continuing Education Details
Course hours applied during license term 10/01/2024 - 09/30/2026 for Accident & Health or Sickness, Life, Var Life and Var Annuity
| Course # | Course Type | Course Name | Completed Date | Course Hours | Credited Hours |
|---|---|---|---|---|---|
| 391810 | Life | UNDERSTANDING ANNUITY SALES OBLIGATIONS AND FINRA 2330, 2E | 07/08/2025 | 2 | 2 |
| Total Credited Hours - Accident & Health or Sickness, Life, Var Life and Var Annuity | 2 | ||||
| Carry Forward Hours from previous renewal period | 5 | ||||
| Total Hours Applied to the current renewal period | 7 | ||||
Prior Continuing Education Details
Prior License Term Continuing Education course hours applied during license term 10/01/2022 - 09/30/2024 for Accident & Health or Sickness, Life, Var Life and Var Annuity
| Course # | Course Type | Course Name | Completed Date | Course Hours | Credited Hours | Carry Fwd Hours |
|---|---|---|---|---|---|---|
| 340012 | Life | ASSET ALLOCATION IN VARIABLE ANNUITIES - 2ND EDITION | 09/15/2024 | 3 | 0 | 3 |
| 302873 | Annuity 4-Hour Training | KAPLAN FINANCIAL - ANNUITY SUITABILITY TRANSACTIONS | 09/15/2024 | 4 | 2 | 2 |
| 388757 | Ethics | ETHICAL PRACTICES: CALIFORNIA-INCLUDES CA ANTI-FRAUD TRAINING | 09/14/2024 | 3 | 3 | 0 |
| 390022 | Life/Accident & Hlth/Sickness | ANTI-MONEY LAUNDERING: BACK TO BASICS | 09/14/2024 | 4 | 4 | 0 |
| 388755 | Ethics | ETHICAL INSURANCE PRODUCER: CALIFORNIA-INCLUDES CA ANTI-FRAUD TRAINING | 09/13/2024 | 3 | 3 | 0 |
| 390484 | Life | ANNUITY ESSENTIALS AND FINRA RULE 2330, 2ND EDITION | 07/24/2024 | 4 | 4 | 0 |
| 388776 | Life | KNOW YOUR CUSTOMER AND VARIABLE ANNUITIES (FINRA 2330), 2E | 08/11/2023 | 5 | 5 | 0 |
| Total Credited Hours - Accident & Health or Sickness, Life, Var Life and Var Annuity | 21 | |||||
| Hours Carried Forward to next renewal period | 5 | |||||
| Hours Carried Forward from the previous renewal period | 0 | |||||
| Total Hours Applied to this period | 21 | |||||