The Tools & Techniques of Risk Management For Financial
Planners
Christine Barlow, Darlene K. Chandler, Kelly Maheu, Susan Maloney, Susan Massmann, Diana B. Reitz, David D. Thamann
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Instructor Support Materials for 2nd Edition
Advanced PowerPoint - Prepared by Craig A.J. Averill, CLU, ChFC, Instructor for the Certification Financial Planner Program at Queens University of Charlotte.
Instructor's Manual - Prepared by Michael Snowdon, CFP®, CMFC, Professor, .
When partnered together, Tools & Techniques of Life Insurance Planning and Tools & Techniques of Risk Management for Financial Planners achieve 100% correlation with the CFP® Certification Examination Topics List for Insurance and Risk Management.
Chapters hone skills/strategies
towards:
Insurance company and
policy selection
Overviews of business
liability and health-related insurance
End of Chapter questions
to reinforce key concepts
Glossary of key risk management terms
Features new discussions of business overhead insurance, workers
compensation, employer's liability, and commercial liability
insurance. Risk Management for Financial Planners is completely
updated to correspond to CFP®
curriculum topic list changes for tests taken beginning in November
2006. Expanded coverage of risk and insurance topics throughout will
enrich the relevancy of this text.
In combination with the
Tools & Techniques of Life Insurance Planning
Risk Management for Financial Planners
covers 100% of the CFP® Certification Examination Topics List,
bringing the most thorough and complete coverage of risk management
and insurance to the classroom to date.
Note: Academic support materials are not approved for use in filing state Continuing Education courses.
Tools & Techniques publications are filed for CFP® and state Continuing Education credits. To view the full course list, as well as hours
please click on the CE Course and E Learning link above.