James holds the Series 7, 63, 65, and 2-15 licenses, and has over 15 years of experience using these financial and insurance licenses to help his clients. James began work with OLT as an instructor in September 2018.
James Van Putten Vink - James is co-founder and president of Vandelay Financial Group, an investment advisory firm located in Wellington, Florida. Prior to joining the financial services industry, James owned and operated a successful landscaping business, giving him unique insights into the challenges faced by many small business owners. He attended Bergen Community College and Ramapo State College in New Jersey. James is active in coaching and supporting local youth sports, and lives in Wellington, Florida with his wife Sandy, and their three children.
This course contains four sections: Introduction to Ethics Unauthorized Entities Unfair Trade Practices Agent Behavior & Client Expectations. There are two examinations (one after part two and the other after part four). This course has been approved by the Florida Department of Financial Services for insurance continuing education credit. No classroom attendance required. This FL Intermediate CE course is approved for 3hrs of CE credit for all licenses (except 3-20..
The course presents an explanation of Insurance Fraud, Regulatory Ethical Standards, Regulatory Standards of practice, Professional Standards and Practices. The primary goals of this course include all of the following: To develop high ethical standards of conduct among insurance practitioners, that can result in meeting and exceeding the minimum ethical standards required by the state's insurance regulations. To meet the fiduciary responsibilities through vigilant compliance with insuran..
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Personal and Professional Development