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The Risk Management Planning Process

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 Online
 
2.0
21 / S-90199
Registration is Open
Member Price
$79.00 Regular Registration
Your Price
$99.00 Regular Registration
Designed For:

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

Do your clients have the knowledge they need to make reasoned decisions about the types and amount of insurance to purchase? Covering important aspects of the risk management process and the professional environment, this CPE course will help you educate your clients about the principles of risk and insurance. Mirroring the personal financial planning process, this course covers the risk management six-step process as follows:

Establish and define the client relationship.
Gather pertinent client data to determine the risk exposure.
Process and evaluate the client's status.
Present financial planning recommendations.
Implement personal financial planning recommendations.
Monitor financial planning recommendations.


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

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

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.