Risk Management and Insurance Planning Certificate Program

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. This 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.

When you pass the exam, you will be awarded with a certificate in the form of a digital badge. A digital badge is a validated, graphical representation of your significant achievement. There is a description of the specific knowledge and skills you’ve demonstrated or achieved to earn it. As digital badges become the global standard for recognizing and publicizing professional development, your accepted badge will allow you to distinguish yourself in the marketplace and show your commitment to quality.

Topics Discussed

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

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COURSE CODE

PFP-INSC

FIELD OF STUDY

Specialized Knowledge & Applications

CPE CREDIT HOURS

20 hours CPE (may fluctuate as updates are pushed to the program)

KNOWLEDGE LEVEL

Intermediate

INTENDED AUDIENCE

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

PREREQUISITE

None

ADVANCED PREPARATION

None

DELIVERY METHOD

Self-study online

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For individual training, visit:

(U.S.) AICPAstore.com

(Outside the U.S.) CGMAstore.com


CONTACT A TRAINING REPRESENTATIVE:


1-800-634-6780 Option 1
aicpalearning@aicpa.org