When you choose PTS for your training needs, you will receive the highest level of training
available in the financial industry! Our instructors have industry expertise and advanced
professional designations, which serve to give you a top-notch learning experience!!

Richard W. Schank, CFP®, ChFC, CLU, CFS, RHU, REBC, EA

Richard has been engaged in the financial services business since 1984. He is a licensed Insurance Producer, maintains a Series 7 (General Securities Registration), as well as a Series 24 (General Securities registered Principal), Series 53 (Municipal Bond Principal), Series 27 (Financial Operations Principal), Series 63 (Uniform Securities Act of ‘ 56), and is exempt from Series 65/66 (Investment Advisor Act of ‘ 40) due to his advanced certifications.

Richard is a qualified instructor for Securities Exam Prep courses (Series 7, 6, 63, 65, 66, 26 & 24). He also teaches the Advanced Continuing Education courses for Insurance Producers, CPA’s and CFP® practitioners. Mr. Schank teaches several of the Insurance pre-licensing courses as well. He is often retained by firms to provide on-site training for the personnel within their organizations. The knowledge and experience that Mr. Schank brings to the classroom are unparalleled. After taking courses with PTS, students often say that the learning experience was so comprehensive that from now on they will use PTS as their exclusive training facility!

Janice M. Schank, ChFC, CLU, RHU, REBC

Janice has been the Director of Professional Training Services (PTS) since its founding in 1991. Her Insurance industry experience dates back to 1981 when she held several positions in the Corporate Office of a major insurance company. Ms. Schank is a licensed Insurance Producer and a qualified instructor for the Life, Accident & Health, Property and Casualty Insurance pre-licensing courses taught at PTS. She is also responsible for the development of many of the course manuals currently in use at PTS.

Students who have had Janice as their instructor often comment that she is able to make the course material “come alive” in a manner that helps them not only pass the licensing exams with confidence but also attain a practical knowledge of the subject as they begin their careers in financial services.