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Risk management & insurance planning

About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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PFS Exam Review Materials

Get the PFS Exam Review Materials, a collection of practice questions and case studies to assist PFS exam candidates as they prepare for the PFS exam. Updated for 2017.

Publication PFS credential preparation

Risk Management and Insurance Planning Certificate Program

Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and...

Course – Online Risk management & insurance planning Intermediate

Group Insurance and Employee Benefits

Examines group insurance and employee benefits so you can create a competitive advantage for employers, making additional costs of the benefits a good investment in...

Course – Online Group insurance & other employee benefits Intermediate

Executive and Deferred Compensation Arrangements

A true specialty for the personal financial planner, this CPE course explores the many compensation options available to executives and how these options can impact...

Course – Online Executive compensation Intermediate

Financial Planning with Business Owners

Covering the information you need to offer this valuable service to your clients, this CPE course looks at the personal financial planner’s role in providing counsel...

Course – Online Risk management & insurance planning Intermediate

Medical, Disability, and Property and Casualty Insurance

Covering the most significant pieces of legislation affecting your clients’ health care, this course covers the Consolidated Omnibus Budget Reconciliation Act, The...

Course – Online Medical expense & long-term care insurance Intermediate

Life Insurance

Covers the various features and issues in life insurance contracts, including term life insurance, permanent life insurance and group life insurance.

Course – Online Life insurance Intermediate

Insurance Contracts and Needs Analysis

Covering the legal elements of the insurance policy as well as other agreements in the personal financial planning engagement, this two-part course includes insurance...

Course – Online Risk management & insurance planning Intermediate


Covering annuity contracts, this CPE course looks at the numerous applications and products available, and the tax consequences so you can offer a reasoned opinion to...

Course – Online Annuities Intermediate

The Risk Management Planning Process

Covering important principles in the risk management process and the professional environment, this CPE course will help you to educate your clients about the...

Course – Online Risk management & insurance planning Intermediate

Personal Financial Planning Boot Camp Bundle

The Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement,...

Course – Online PFS credential preparation

PFP Boot Camp: Risk Management/Employee and Business-Owner Planning

Addressing risk management, this session covers various insurance products, including life, disability and medical insurance, as well as the types of contracts...

Course – Online PFS credential preparation