This course will prepare you to do the following:
This CPE course is a part of the Personal Financial Planning Boot Camp series.
Gain insight on risk management is the spotlight of this PFP Boot Camp. During this course, you will review various insurance products, including life, disability and medical insurance, the types of contracts available and how insurance is used in financial planning to manage risk. You will also learn about the many types of property and casualty insurance, including homeowners, liability and auto insurance. Our employee and business-owner section offers guidance on benefits such as Social Security programs, civil service group life, disability, dental and health insurance. Further, the compensation section reviews executive compensation and equity and deferred compensation arrangements. Finally, business owner issues relating to entity selection, liability and transitioning to a retirement income producing asset are covered in this course.