Personal Financial Planning Risk Management and Insurance Planning Certificate Program and Exam (20 hours) – Certificate Program

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This is a Self-Study / On-Demand event. In the event title, "Webcast" indicates the event has a self-paced webcast to view with the materials to complete the self-study. "Download" indicates the user downloads only the materials to complete the self-study.

Fees

Member Fee: $545.00
Nonmember Fee: $685.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

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.


Note: This is an on-demand/self-study course offered by a 3rd party vendor and will not be accessible in the CPE Tracker section of the OSCPA website. Course access information will be emailed directly to you by AICPA. The course expires one year from the purchase date.

Designed For

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

Major Subjects

  • 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