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