Personal Financial Planning Risk Management and Insurance Planning Certificate Program and Exam
Wednesday, March 11, 2020 – Friday, April 30, 2021
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.
Insurance Contracts and Needs Analysis
Medical, Disability and Property, and Casualty
Group Insurance and Employee Benefits
Executive and Deferred Compensation Arrangements
Financial Planning with Business Owners