Courses

Insurance Planning

This course introduces the wide variety of investment vehicles that may be included in a client’s portfolio.  Topics include client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more.
Refer to the more detailed topic list in CFP Board’s Guide to CFP® Certification.
Topic 15:  Principles of Risk and Insurance
Topic 16:  Analysis and Evaluation of Risk Exposures
Topic 17:  Property, Casualty and Liability Insurance
Topic 18:  Health Insurance and Health Care Cost Management (Individual)
Topic 19:  Disability Income Insurance (Individual)
Topic 20:  Long-term Care Insurance (Individual)
Topic 21:  Life Insurance (Individual)
Topic 22:  Income Taxation of Life Insurance
Topic 23:  Business Uses of Insurance
Topic 24:  Insurance Needs Analysis
Topic 25:  Insurance Policy in Company Selection
Topic 26:  Annuities

Employee Benefits Planning Topics:

Topic 27:  Group Life Insurance
Topic 28:  Group Disability Insurance
Topic 29:  Group Medical Insurance
Topic 30:  Other Employee Benefits
Topic 31:  Employee Stock Options
Topic 32:  Stock Plans
Topic 33:  Non-Qualified Deferred Compensation