All 2020 CPE and networking events have been moved online. Visit our updated catalog »

Personal Financial Planning Risk Management and Insurance Planning Certificate Program and Exam Bundle (2020)

0
Course(s)
Selected
Next
Description

The Risk Management and Insurance Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in risk management and insurance planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and insurance planning process from insurance contracts and annuities to deferred compensation and integrating the business with the owner’s personal financial plan.

Course Level
Intermediate
CPE Field of Study
TBD
Select Courses
Online
Personal Financial Planning Risk Management and Insurance Planning Certificate Program and Exam Bundle (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 20
See More Course Details
Include In Purchase
$529.00 Member / $669.00 Non-Member
Online
The Risk Management Planning Process (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 2
See More Course Details
Include In Purchase
$79.00 Member / $99.00 Non-Member
Online
Insurance Contracts and Needs Analysis (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 1.5
See More Course Details
Include In Purchase
$79.00 Member / $99.00 Non-Member
Online
Life Insurance (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 4
See More Course Details
Include In Purchase
$79.00 Member / $99.00 Non-Member
Online
Annuities (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 2.5
See More Course Details
Include In Purchase
$79.00 Member / $99.00 Non-Member
Online
Medical, Disability and Property, and Casualty (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 4
See More Course Details
Include In Purchase
$79.00 Member / $99.00 Non-Member
Online
Group Insurance and Employee Benefits (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 1.5
See More Course Details
Include In Purchase
$79.00 Member / $99.00 Non-Member
Online
Executive and Deferred Compensation Arrangements (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 3
See More Course Details
Include In Purchase
$79.00 Member / $99.00 Non-Member
Online
Financial Planning with Business Owners (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 1.5
See More Course Details
Include In Purchase
$79.00 Member / $99.00 Non-Member

COCPA MEMBER


$ 0.00
PRICE: $ 0.00

NON-MEMBER


$ 0.00
PRICE: $ 0.00
YOUR SELECTION SUMMARY

Personal Financial Planning Risk Management and Insurance Planning Certificate Program and Exam Bundle (2020)


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×