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Risk Management and Insurance Planning Certificate

CPE

CPE Credits
20-Other

Details

 Pricing

PICPA Member: $529 | Nonmember: $669


 More Information

Course No.
166790
Level
Intermediate

Description

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


Speaker(s)


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