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

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.

Format: Voiceover PowerPoint, Audio

Major Topics
  • The Risk Management Planning Process.
  • Insurance Contracts and Needs Analysis.
  • Life Insurance.
  • Annuities.
  • Medical, Disability and Property, and Casualty.
  • Group Insurance and Employee Benefits.
  • Executive and Deferred Compensation Arrangements.
  • Financial Planning with Business Owners
Provider
AICPA - Durham
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
20
Who Should Attend

CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning.

Instructor(s)
Susan Tillery Tom Tillery
Prerequisites

None.

Advanced Preparation

None.

Purchase Now
When
Available 24/7
Location
Online
Total CPE Credits
20
Format
On-Demand
Instructors
Multiple

MEMBER


$ (% off)
$529.00

NON-MEMBER


$ (% off)
$669.00
Become A Member

Purchase This Program

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


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