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Course Details

Insurance Basics for the Individual - v05 (Course Id 780)

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Author : Walter G. Austin, Ph.D., CPA
Status : Production
CPE Credits : 4.0
IRS Credits : 0
Price : $39.95
Passing Score : 70%
Primary Subject-Field Of Study:

Finance - Accounting and Auditing for Course Id 780

Description :

This basic course covers the preparation for personal risk management in order for you to do your financial planning to achieve your goals without fear that it will be all negated with a single occurrence. The different facets of risk management are covered as well as the various types of insurance policies that may be used for the transferring of risks.

Challenges addressed are: The amount, if any, of property, liability, and life insurance needed to assure achievement of personal plans and goals in spite of the occurrence of an event of which you were at risk. Choosing between the various types of insurance policies as they relate to the protection of your needs and goals. The special contracts and clauses that are present in life insurance policies.

Usage Rank : 0
Release : 2015
Version : 10.
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 10-Jun-2015
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - NASBA Registry - 780

Keywords : Finance, Insurance, Basics, Individual, 2015, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

    Introduce the need for risk management (Unit 1).
    Cover the insurance on the home and your automobiles (Unit 1).
    Present the need for health and disability coverage and the sources available (Unit 2).
    Determine whether you need life insurance and how much (Unit 3).
    Show the types of life insurance policies and the applicability of each to you (Unit 3 and 4).
    Cover the special contracts and clauses of life insurance policies (Unit 4).

Unit 1
Risk Management

    Introduce the need for risk management.
    Cover the insurance on the home and your automobiles.

Unit 2
Health and Disability Insurance

    Present the need for health and disability coverage and the sources available.

Unit 3
Need for Life Insurance

    Determine whether you need life insurance and how much.
    Show the types of life insurance policies and the applicability of each to you (Unit 3 and 4).

Unit 4
Life Insurance - Continued

    Show the types of life insurance policies and the applicability of each to you (Unit 3 and 4).
    Cover the special contracts and clauses of life insurance policies
Course Contents :

Unit 1 - Risk Management

Unit 1 Review Questions

 

Unit 2 - Health and Disability Insurance

Unit 2 Review Questions

 

Unit 3 - Need for Life Insurance

Unit 3 Review Questions

 

Unit 4 - Life Insurance Continued

Unit 4 Review Questions

Finance Course 780 Home: https://www.cpethink.com/cpe-for-cpas
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