With multiple banks failing in 2023 and an increasing number of crypto exchanges filing for bankruptcy, many investors are worried about the safety of their assets.
Most people are aware there is some protection for deposits of cash and financial assets at banks, financial institutions, and brokerages.
Are you aware of the different types of insurance and how they work?
Do you know what assets are covered and which are not covered?
This CPE Finance Course will explain FDIC, FSLIC, SIPC, and private insurance. We will also discuss how to structure account ownership to maximize asset protection.
As the financial landscape continues to evolve, it is imperative to remain informed about the different types of insurance available for safeguarding your assets. By gaining a comprehensive understanding of FDIC, FSLIC, SIPC, and private insurance, and by adopting effective account ownership strategies, you can significantly enhance your asset protection.
Major Topics Covered:
Join this CPE course and equip yourself with the knowledge and tools necessary to navigate these uncertain times with confidence and peace of mind.
President, Minniti CPA LLC
Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in the state of Arizona. Dr. Minniti received his doctoral degree in business administration from Walden University, received his MBA degree and Graduate Certificate in Accounting from DeVry University’s Keller Graduate School of Management, and received his Bachelor of Science in Business Administration degree from the University of Phoenix. Dr. Minniti taught graduate and undergraduate courses in forensic accounting at DeVry University, Grand Canyon University, Kaplan University, Northwestern University, and the University of Phoenix.
He designed graduate and undergraduate courses for Grand Canyon University, Northwestern University, and Anthem College. He is a writer and public speaker. He has experience in forensic accounting, fraud examinations, financial audits, internal audits, compliance audits, real estate valuations, business valuations, internal control development, business continuation planning, risk management, financial forecasting, and Sarbanes-Oxley compliance work. Dr. Minniti is an instructor teaching continuing professional education classes for the American Institute of Certified Public Accountants, Compliance Online, CPE Link/CCH . AccountingEd, Global Compliance Panel, Clear Law Institute, CPE Solutions, Canopy CPE, The Institute of Management Accountants, the National Association of Valuators and Analysts, the Association of Certified Fraud Examiners, the Institute of Internal Auditors, and various state CPA Societies.
Course Level
Credits
Instructional Method
Pre-requisites
Advance Preparation
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.
94 Ratings
OM
Mar 20th, 2024
Dr. Minniti brought an elegant level of basic explanation of insurability of investments by FDIC, limits, and requirements. His presentation might be outdated, especially in speculating on interest rate increases by the Fed. I am sure that myCPE should schedule a time to freshen up the presentation, especially if it is assumed to be real time.
JC
Mar 18th, 2024
Great class. I did know about DIF OR SPIC. Learned alot.
JM
Nov 21st, 2023
Very informative for personal finances.
RS
Sep 20th, 2023
Good informational course
SM
Sep 15th, 2023
Great overview
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