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From the classroom to the boardroom, the most trusted references of thousands of top financial planning professionals

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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

ISBN:  978-0-87218-934-8
Format: Paperback, 256pp
Pub. Date: 2007

The NEWLY revised 2nd edition available Fall, 2007

List Price: $54.95
Student Price: $46.71 (Save 15%)
Desk/Review Copy: $0.00 (Request)
Click the "Apply Coupon" button upon checkout to receive your discount.

 

Available Materials

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.

RECOMMENDED SUPPLEMENTAL READING:
Tools & Techniques of Life Insurance Planning
The Business Interruption Book: Coverage, Claims, and Recovery
Business at Risk: How to Assess, Mitigate, and Respond to Terrorist Threats
e-risk: Liabilities in a Wired World

 

 
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.
 
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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.
 
© Copyright 2006 The National Underwriter Company. All Trademarks belong to their respective owner. Certified Financial Planner Board of Standards Inc. owns the marks of CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo) ®, which it awards to individuals who successfully complete initial and ongoing certification requirements.