Risk Management/Employee and Business-Owner Planning
Available for 1 year after purchase date
**OnDemand**
1.0 Credits
Member Price $49.00
Non-Member Price $59.00
Overview
Helping your clients manage risk by analyzing their exposure to different types of risk.
Highlights
Key Topics
- The risk management process
- Needs analysis and insurance contracts
- Risk management considerations for closely held businesses
Prerequisites
None
Designed For
Who Will Benefit
CPAs, financial planners, and qualified professionals with interest in personal financial planning
Objectives
Learning Outcomes
- Identify the steps in the risk management planning process.
- Recall the purpose of needs analysis.
- Recognize the unique financial planning needs for owners of closely held businesses.
Non-Member Price $59.00
Member Price $49.00