Personal Financial Planning Risk Management and Insurance Planning Certificate Program and Exam Bundle

Available Anytime
Location: Online
20Credits
Technical Business
Registration is Open
FICPA Members
$529.00 Regular Price
Nonmembers
$669.00 Regular Price
Product Code: AI20-PFPRM-CERT
Level: Intermediate
Vendor: AICPA CPE Division
Field of Study: Specialized Knowledge

Overview:

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

Designed For:

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

Additional Info:

AICPA On-Demand Login Instructions

You will receive an email from noreply@mail.learn.aicpa.org with a personalized link to your online learning portal. This email is sent soon after registration if you do not see it, please check your Spam folder and add mail.learn.aicpa.org to your list of trusted domains.

AICPA Support:
9am-6pm ET Monday-Friday

Phone: 888.777.7077
Email: sschannel@aicpa.org