The Personal Financial Planning Risk Management and Insurance Planning Certificate Program and Exam Bundle (20.0 CPE Credits) 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.
This series of course include:
- The Risk Management Planning Process - Insurance Contracts and Needs Analysis - Life Insurance - Annuities - Medical, Disability and Property, and Casualty - Group Insurance and Employee Benefits - Executive and Deferred Compensation Arrangements - Financial Planning with Business Owners
CPA, PFS, and CFP Continuing Education
These courses meet the CPE requirements for the CPA license and PFS credential. In addition, it qualifies for CFP board CE credits. The AICPA will report CE credits to the CFP Board every two weeks on a rolling basis as courses are completed. To have your CE reported please complete the following steps as there is not an automated feed to the CFP Board: Send an email to with the following information: Name, CFP Number, Copy of Certificate of completion and number of CE hours requested to be reported.
Digital Badge: Your Professional Distinction
Set yourself apart as a future-ready financial professional. Upon completion, you will be awarded with a certificate in the form of a digital badge. Digital badges allow you to distinguish yourself in the marketplace and show your commitment to quality. The badge can be posted to your social media profiles and linked to your resume or email signature, providing maximum visibility to your achievement.
Credit Info
- CPE CREDITS: Online + Exam: 20. Once activated, you will gain immediate online access to the product for one full year.
System Requirements
AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by AICPA technicians.
A stable and continuous internet connection is required. In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your account after successfully completing the course and/or exam.
Supported Operating Systems:
- Macintosh OS X 10.10 to present - Windows 7 to present
Supported Browsers:
- Apple Safari - Google Chrome - Microsoft Internet Explorer - Mozilla Firefox
Required Browser Plug-ins:
- Adobe Flash - Adobe Acrobat Reader
Technical Support: Please contact .
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.
This series of course include:
- The Risk Management Planning Process - Insurance Contracts and Needs Analysis - Life Insurance - Annuities - Medical, Disability and Property, and Casualty - Group Insurance and Employee Benefits - Executive and Deferred Compensation Arrangements - Financial Planning with Business Owners
CPA, PFS, and CFP Continuing Education
These courses meet the CPE requirements for the CPA license and PFS credential. In addition, it qualifies for CFP board CE credits. The AICPA will report CE credits to the CFP Board every two weeks on a rolling basis as courses are completed. To have your CE reported please complete the following steps as there is not an automated feed to the CFP Board: Send an email to with the following information: Name, CFP Number, Copy of Certificate of completion and number of CE hours requested to be reported.
Digital Badge: Your Professional Distinction
Set yourself apart as a future-ready financial professional. Upon completion, you will be awarded with a certificate in the form of a digital badge. Digital badges allow you to distinguish yourself in the marketplace and show your commitment to quality. The badge can be posted to your social media profiles and linked to your resume or email signature, providing maximum visibility to your achievement.
Credit Info
- CPE CREDITS: Online + Exam: 20. Once activated, you will gain immediate online access to the product for one full year.
System Requirements
AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by AICPA technicians.
A stable and continuous internet connection is required. In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your account after successfully completing the course and/or exam.
Supported Operating Systems:
- Macintosh OS X 10.10 to present - Windows 7 to present
Supported Browsers:
- Apple Safari - Google Chrome - Microsoft Internet Explorer - Mozilla Firefox
Required Browser Plug-ins:
- Adobe Flash - Adobe Acrobat Reader
Technical Support: Please contact .
