风险管理及保险策划证书学习
个人财务规划证书课程的一部分, this certificate program includes eight dynamic courses covering critical steps in the 风险管理及保险 planning process from insurance contracts and annuities to deferred compensation and integrating the 业务 with the owner’s personal financial plan.
格式
在线
NASBA研究领域
专业知识
水平
中间
CPE学分
20
作者(年代)
苏珊·M. 蒂勒里，汤姆·蒂勒里
可用性
1年
产品编号
166701
关于个人财务规划证书课程
的 个人财务规划证书课程 is a series of certificates covering the core areas of 个人理财规划 (PFP), 包括退休, 房地产, 风险管理及保险, 投资规划, 以及税务筹划与各个领域的关系. This certificate program is a combination of education and a certificate exam that gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline.
捆绑考试+教育并保存!
这个PFP证书课程提供三种不同的选择:
证书: You can display your competence and understanding in one or more core areas with a digital badge awarded upon completion of each certificate exam, 在线监考考试，方便在家或办公室进行. This certificate offers optional online education to provide a thorough comprehension of the material in preparation for the exam.
教育: 如果CPE是你的目标, 你可以购买教育, 没有证书考试, 并简单地为你的188bet亚洲真人体育下载网址执照获得CPE学分, PFS凭据, 和/或CFP证书. 如果您持有PFS证书, t在这里 is no need to take the certificate exam because your PFS凭据 exam tests this material.
证书: 如果你是一名活跃的188bet亚洲真人体育下载网址，想要获得PFS证书, the certificate program provides an alternative pathway for meeting the exam and education requirements. 看到 188bet亚洲真人体育下载.org/pfs 有关详细信息,.
风险管理和保险计划证书课程
的 风险管理和保险计划证书课程 is an informative and engaging learning experience that will enhance your knowledge in 风险管理及保险 planning. 个人财务规划证书课程的一部分, this certificate program includes eight dynamic courses covering critical steps in the 风险管理及保险 planning process from insurance contracts and annuities to deferred compensation and integrating the 业务 with the owner's personal financial plan.
本证书包括以下课程:
- 风险管理计划过程
- 保险合同和需求分析
- 人寿保险
- 医疗，残疾和财产，以及意外事故
- 团体保险和雇员福利
- 高管及递延薪酬安排
- 与企业主的财务规划
CPA, PFS和CFP继续教育
的se courses meet the CPE requirements for the CPA license and PFS凭据. 此外，它有资格获得CFP董事会CE学分. 的 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 t在这里 is not an automated feed to the CFP Board: Send an email to CFPReporting@188bet亚洲真人体育下载-cima.com 包含以下信息, CFP数量, Copy of Certificate of completion and number of CE hours requested to be reported.
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开始的订单6 +注册者
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