Webcast: PFP Boot Camp: Insurance Planning (WBPFSE715)
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When: 06/22/2015
10:30 AM until 1:00 PM
Where: Webcast
United States
Presenter: Tom Tillery

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Registration Fees
Members $139
Non-Members $174

CPE: 3 hours
Level: Intermediate
Vendor: AICPA
Category: Specialized Knowledge & Applications
Prerequisites: Basic knowledge in the area of insurance planning.
Advanced prep: None

Who should attend: Financial planners preparing for the PFS exam or who need a refresher on PFP skills

This session addresses risk management. Various insurance products will be reviewed, including life, disability and medical insurance, as well as the types of contracts available; and how insurance is used in financial planning to manage risk. Participants will also learn about the many types of property and casualty insurance, including homeowners, liability and auto insurance.


  • Identify, assess and evaluate loss exposures
  • Select and propose risk management technique(s)
  • Articulate the legal elements and characteristics of insurance contracts
  • Compare and contrast types of life insurance
  • Recognize the various types and uses of annuities
  • Evaluate annuity distribution option based on clients goals
  • Differentiate and Compare the various types of disability insurance
  • Select disability benefits and riders based on client need
  • Select appropriate policy form for insured property based on covered perils
  • Choose liability limits based on clients financial statements
  • Distinguish differences between types of individual and group medical expense Plans
  • Analyze need for LTC insurance