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| Author : | Walter G. Austin, Ph.D., CPA |
| Status : | Production |
| CPE Credits : | 4.0 |
| IRS Credits : | 0 |
| Price : | $35.95 |
| Passing Score : | 70% |
| Course Type: | NASBA QAS - Text - Technical - NASBA Registry |
| Primary Subject-Field Of Study: | Finance - Finance 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 : | 2022 |
| Version : | 10. |
| Prerequisites : | None. |
| Experience Level : | Overview |
| Additional Contents : | Complete, no additional material needed. |
| Additional Links : |
Insurance
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| Advance Preparation : | None. |
| Delivery Method : | QAS Self Study |
| Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
| Revision Date : | 18-Jan-2022 |
| 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 - Text - Technical - NASBA Registry - 780 |
| Keywords : | Finance, Insurance, Basics, Individual, v12, cpe, cpa, online course |
| Learning Objectives : |
Course Learning Objectives
Unit 1
Unit 2
Unit 3
Unit 4
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| 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 |
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