Free CPE Self-Study Webinars for CPAs | Insurance Basics for the Individual

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Insurance Basics for the Individual

CPA (US)

CWS

CFIRS

Accountant/Bookkeeper/Tax Professionals

Free (Only Today)

4 Credits

Subject Area

Regulatory Ethics

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Course Description
Course Qualification
Presenter
FAQ

Course Description

This basic course covers the preparation for personal risk management in order for you to do your financial planning to achieve your goals without fear that it will be all negated with a single occurrence. The different facets of risk management are covered as well as the various types of insurance policies that may be used for the transferring of risks.
Challenges addressed are: The amount, if any, of property, liability, and life insurance needed to assure achievement of personal plans and goals in spite of the occurrence of an event of which you were at risk. Choosing between the various types of insurance policies as they relate to the protection of your needs and goals. The special contracts and clauses that are present in life insurance policies.

Learning Objectives

Introduce the need for risk management
Cover the insurance on the home and your automobiles
Present the need for health and disability coverage and the sources available
Determine whether you need life insurance and how much
Show the types of life insurance policies and the applicability of each to you

Course Qualification

Webinar Qualifies For

4 CPE Credit for Certified Public Accountants (CPA-US)
4 General Credit for Accountant/Bookkeeper/Tax Professionals
4 CE Credit for Certified Wealth Strategist (CWS)
4 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

Additional details

Course Level :

Basic
Credits :

4
Instructional Method :

QAS Self Study
Pre-requisites :

None
Advance Preparation :

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Walter Austin

Owner, Austin Pure Air

SCIENTIFIC AIR PURIFIERS from Finland down to 1 nano

About Company

Austin Pure Air

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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