Risk Management and Insurance Planning Certificate Program
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.
This certificate includes the following courses:
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.
Enhanced On-Demand Format
This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.
Exam Scheduling
Five to eight business days after receiving your purchase confirmation email, we will send out the Notice to Schedule (NTS) email enabling you to schedule the specific day and either online proctor time or testing center location to take the exam any time over the next 12 months.
PAYMENT OF THE EXAM FEE SERVES AS CONFIRMATION THAT YOU HAVE READ THE REGISTRATION & SCHEDULING TERMS & CONDITIONS. VIEW THE REGISTRATION & SCHEDULING TERMS AND CONDITIONS.
It is extremely important that the AICPA has the most recent contact information and email address for each registrant as your email and mailing address will be utilized for all communications regarding this exam. Log in to view or update your information.