Do your clients have the knowledge they need to make reasoned decisions about the types and amount of insurance to purchase? Covering important aspects of the risk management process and the professional environment, this CPE course will help you educate your clients about the principles of risk and insurance. Mirroring the personal financial planning process, this course covers the risk management six-step process as follows:
Establish and define the client relationship.
Gather pertinent client data to determine the risk exposure.
Process and evaluate the client’s status.
Present financial planning recommendations.
Implement personal financial planning recommendations.
Monitor financial planning recommendations.
Format: Voiceover PowerPoint, Audio
CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.