Education/Professional Designations

Available on individual producer records only.

Use the Education/Prof. Design. data section of a producer record to review and maintain information about a producer's educational background and professional designations or certifications.

ClosedView screen capture

To review a producer's Education/Professional Designations, click the Education/Prof. Design. link in the Quick Links box of a producer record that is open in the Review/Update Producer page.

The Education/Prof. Design. data section includes the following sub-sections:

ClosedEducation

Displays a table listing a selected producer's educational background items.

Fields and controls include the following:

  • State:For each education item listed, displays the name of the state in which the producer attained his or her education.

  • School Name:For each education item listed, displays the name of the educational institution where the producer attained his or her education.

  • City:For each education item listed, displays the name of the city in which the producer attained his or her education.

  • Begin Date:For each education item listed, displays the begin date of the producer's course of study.

  • End Date:For each education item listed, displays the end date of the producer's course of study.

  • Degree Program:For each education item listed, displays the producer's degree program.

  • Major:For each education item listed, displays the producer's major course of study.

  • GPA:For each education item listed, displays the producer's grade point average.

  • Awarded: For each education item listed, a checkmark in the checkbox indicates that the producer was awarded a degree. An empty checkbox indicates that the producer was not awarded a degree.

  • Verified: For each education item listed, a checkmark in the checkbox indicates that the producer's degree has been verified. An empty checkbox indicates that the producer's degree is not verified.

ClosedProfessional Designations

Displays a table listing a selected producer's professional designations.

Fields and controls include the following:

  • Type: For each professional designation listed, displays its type.

  • Add/Update/Delete Education and/or Professional Designations: Click to open the Maintain Education/Professional Designations page, where you can record and track information about an individual’s educational background and professional designations or certifications.

 

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