Pre-licensing & Designation Programs

Start Your Career with the Best Licensing Programs

At Unified Financial Group, we’re committed to helping you succeed in the financial services industry. That’s why we’ve partnered with top-tier prelicensing education providers to give you the best options for obtaining your insurance and financial certifications. Whether you’re preparing for your state exam or looking to earn a professional designation, we’ve got the right solution for you.

Top Prelicensing Education Providers

We offer access to three leading prelicensing providers to fit your learning style, budget, and career goals:

 

Xcel Solutions

Xcel Solutions provides a streamlined and engaging approach to prelicensing education with:
On-demand courses for life, health, property, and casualty insurance licensing
Exam simulations and adaptive learning tools to help you pass with confidence
Flexible study options including online and mobile access

Start Your Xcel Solutions Course Now

 

ExamFX – Including Spanish-Language Offerings!

ExamFX is a premier provider offering innovative training solutions, including:
Comprehensive prelicensing courses covering insurance, securities, and continuing education
Live online and self-paced study programs to fit any schedule
Exclusive Spanish-language courses, making it easier for bilingual learners to succeed

Enroll with ExamFX Today

 

Kaplan – Prelicensing & Professional Designations

Kaplan is a leader in financial education, offering:
State-specific prelicensing courses for insurance and securities exams
Extensive professional designation programs, including CFP®, CLU®, ChFC®, and more
Expert instructors and interactive study tools for in-depth learning

Advance Your Career with Kaplan

Why Choose a Prelicensing Course Through Unified Financial Group?

✔ Access to the most trusted prelicensing providers
✔ Options for self-paced, live, and Spanish-language courses
✔ Opportunities to earn professional designations to boost your career
✔ Support and guidance from industry professionals

Get Started Today!

Take the first step toward licensing and career success with a program that fits your needs. Contact Unified Financial Group for recommendations or enroll today with one of our trusted providers.

(866) 936-0515
100 S Saunders Rd Suite 150
Lake Forest, Il 60045
Please enable JavaScript in your browser to complete this form.

Identification Details

Personal Details

Type

Address Details

Address Details

Membership Details

Agent access is not guaranteed but will be considered based on the values shared and the team vision adopted.

FEEDBACK

Our family at Unified Financial Group would Like to express our appreciation to you in meeting with us today to learn more about our firm. career opportunities and services we provide. We hope you found the information valuable and insightful and we value your feedback.

We ask that you take a few short minutes to complete our Survey below. Completing this survey will give us feedback on the information that was shared with vou. so we can continue to improve for future appointments.

Our family at Unified Financial Group would like to express our appreciation to you for joining the team. Please complete this form when you need assistance with contracting or any other support issues.

We wish you success in your future endeavors in building your empire with us.

Please enable JavaScript in your browser to complete this form.
Appointment/Contracting Request
What areas of wealth building would you like to learn more about?

Elevating Your Wealth is a weekly online financial literacy workshop, where members can learn more in detail about how money works and how to build wealth. Would you be interested in learning more about this membership program?

Multiple Choice