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

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.

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Was:
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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

To learn more about this program, please visit the Personal Financial Planning Certificate Program site.

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 CFPReporting@aicpa-cima.com with the following information: Name, CFP Number, Copy of Certificate of completion and number of CE hours requested to be reported.

Credit Info

  • CPE CREDITS: Online + Exam: 20.0 (CPE credit info)
  • NASBA FIELD OF STUDY: Specialized Knowledge
  • LEVEL: Intermediate
  • PREREQUISITES:  None
  • ADVANCE PREPARATION: None
  • DELIVERY METHOD: QAS Self-Study
  • COURSE ACRONYM: PFP-INSB, PFP-INSC, PFP-INSE

Gain Immediate Access

This is a digital product that requires a stable and continuous internet. Upon purchase, you will gain immediate online access for one full year. If extended access is needed to complete the exam, you may contact us to request extended access at no additional charge. Please review the Purchase Information and System Requirements tabs on this page for more information.

This product is published by AICPA and sold through an exclusive partnership with Wiley.

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

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 service@aicpa.org.

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

Current Deal:  $535.20      Was:  $669 Price: $669           Was:  $669

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