Knowledge of risk management is essential as you plan with your clients. Insurance is one of the most common means of addressing risk and can be one of the most confusing. This publication covers the basic concepts of insurance planning.
Learn about these areas to improve your client discussions:
This publication is one of a series of personal financial planning learning opportunities available from the AICPA. This series is designed to provide a solid educational foundation in personal financial planning. The other products in the series are:
In addition to this series, there are a number of Personal Financial Specialist (PFS) credential exam preparation options available to help you pass the exam and obtain your CPA/PFS credential.
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