21SI-C029: Personal Financial Planning Risk Management and Insurance Planning (Certificate Program)
Valid for one year from purchase date
Self-study - On-Demand
20 CPE (20 technical)
If the organization paying
for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.
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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.
Product Format: Voiceover PowerPoint, Audio
Major subjects
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The Risk Management Planning Process
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Insurance Contracts and Needs Analysis
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Life Insurance
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Annuities
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Medical, Disability and Property, and Casualty
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Group Insurance and Employee Benefits
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Executive and Deferred Compensation Arrangements
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Financial Planning with Business Owners
Learning objective(s)
Who should take this program?
CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning.
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$685.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$545.00
|
 Standard Nonmember Fee |
$685.00
|
