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

 
 
20
Registration is Open
VSCPA Members
$529.00 Regular Registration
Non-members
$669.00 Regular Registration
Designed For:

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

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.

Delivery Method: Self Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

Related Events

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.