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.
Topics Discussed
- 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
Who Will It Benefit?
CPAs, financial
planners and qualified professionals with basic knowledge of, and interest in,
personal financial planning.
Details
- Field of Study: Specialized Knowledge & Applications
- Level: Intermediate
- CPE Credit: 20
$529.00 - Member Price
$669.00 - Nonmember Price
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