4147 | On Demand | Intermediate | Self-Study
Personal Financial Planning Risk Management and Insurance Planning Certificate Program and Exam
Friday, May 1, 2020 - Friday, April 30, 2021
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.
- Thomas Tillery (view bio)
- Susan Tillery
CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning.
The Risk Management Planning Process Insurance Contracts and Needs Analysis Life Insurance Annuities Medical, Disability and Property, and Casualty Group Insurance and Employee Benefits Executive and Deferred Compensation Arrangements Financial Planning with Business Owners
Thomas Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council.
Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs.
Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).