Approved, Restricted and Watch List Funds Updated – Equity Services, Inc

The Q3 2020 Approved, Restricted and Watch List funds have been updated and are available online.

Prior to offering alternative mutual funds, ESI reps must complete an education requirement. To access the course and exam through the FIRE website:

Go to https://learning.firesolution.com
At FIRE’s login screen, enter your username and password.
If you don’t know your username, you may contact FIRE’s support at 1-866-ASK-FIRE or support@firesolutions.com
Once logged in, click on Store, then Course Catalog and select Alternative Mutual Funds. The fee for the course and the exam is $12.50.

After successfully completing the exam, email a copy of the course certificate to esitrading@nationallife.com Once the completed certificate has been processed by ESI, you will receive notification from ESI Licensing that you are able to begin trading alternative mutual funds through brokerage platform.

For those that have the CFP® designation, the course completion does qualify for continuing education credit.

If you have any questions, please contact ESI Business Development at 800-344-7437.

TC117455(1020)1

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