Join

Risk Management and Insurance Planning Certificate Program and Exam Bundle

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.

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
Course Level
Intermediate
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
Specialized Knowledge
20.0
Who Should Attend

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

Instructor(s)
Prerequisites
  • Basic knowledge of, and interest in, personal financial planning.
Advanced Preparation
  • None
Location
Online
Register Now
When
Available 24/7
Location
Online
Total CPE Credits
20.0
Format
On-Demand

MEMBER


$ (% off)
$529.00

NON-MEMBER


$ (% off)
$669.00
Become A Member

Register for this Course

Risk Management and Insurance Planning Certificate Program and Exam Bundle


Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×