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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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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

The Risk Management Planning Process

Learn to educate your clients about the principles of risk and insurance.

Course – Online Risk management & insurance planning Intermediate

Financial Planning with Business Owners

Covers entity selection risks and how the goals of the closely held business owner are achieved.

Course – Online Risk management & insurance planning Intermediate

Medical, Disability, and Property and Casualty Insurance

Covers the various definitions of disability, the numerous riders and options available, and the variety of sources for disability income benefits.

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

Group Insurance and Employee Benefits

Examines group insurance and employee benefits, so you can help your employer clients navigate the complex maze and create a competitive advantage.

Course – Online Group insurance & other employee benefits Intermediate

Executive and Deferred Compensation Arrangements

Explains the various types of employment agreements and compensation arrangements, as well as their income tax implications on your clients.

Course – Online Executive compensation Intermediate

Insurance Contracts and Needs Analysis

Learn how to illustrate models to your clients, comparing the retention of risk to the transfer of risk using the time value of money.

Course – Online Risk management & insurance planning Intermediate

Annuities

Covers several types of annuities, including traditional, private placement variable, private, and charitable annuities.

Course – Online Annuities Intermediate

Life Insurance

Covers the various life insurance solutions, including term life, permanent life, and group life.

Course – Online Life insurance Intermediate

AICPA ENGAGE

Jun 7, 2020 - Jun 11, 2020 - Las Vegas, NV- AICPA's ENGAGE is the newest, premier event that offers expanded leadership and learning opportunities to accelerate and...

Conference – Live Estate planning Advanced

AICPA Personal Financial Planning Summit

Join us Jan 27, 2020 - Jan 29, 2020 - Austin, TX - The AICPA PFP Summit is a deeper dive on critical topics for personal financial planners and CPAs. A gathering of...

Conference – Live Practice management & professional standards Advanced

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