Risk Management and Insurance Planning Certificate

Nov 1 - Apr 30
12:00 - 12:00 a.m.

Online

20-Other
CPE Credits

Enhance your knowledge with eight dynamic courses covering critical steps in the risk management and insurance planning process. Topics include insurance contracts, annuities, deferred compensation, and integrating the business with the owner's personal financial plan.
Highlights
  • The Risk Management Planning Process
  • Insurance Contracts and Needs Analysis
  • Life Insurance
  • Annuities
  • Medical, Disability, Property, and Casualty
  • Group Insurance and Employee Benefits
  • Executive and Deferred Compensation Arrangements
  • Financial Planning with Business Owners

Registration

PICPA Member: $529
Nonmember: $669

More Information

Course No. 166790 Level: Intermediate

Speaker(s)

Tom Tillery


Susan Tilery