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

  • Wednesday, March 11, 2020 – Friday, April 30, 2021

  • 20
    Specialized Knowledge

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.


The Risk Management Planning Process
Insurance Contracts and Needs Analysis
Life Insurance
Medical, Disability and Property, and Casualty
Group Insurance and Employee Benefits
Executive and Deferred Compensation Arrangements
Financial Planning with Business Owners

Additional Information

Designed For

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


American Institute of CPAs


20.00 Specialized Knowledge

Course Number


Level of Knowledge


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