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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
This course is valid up to April 10th, 2025 for FP Canada Professionals. It is advisable to complete this course before that to get the credit on time.
While you cannot predict too many things with certainty when it comes to financial planning, you can be sure that there will always be one thing: risk.
Risk Management is a term most frequently associated with large businesses due to its crucial importance for corporations. However, risk management activities are just as vital when it comes to finances. It is the process of understanding, analyzing, and addressing potential risks to ensure objectives are achieved.
Although it may never go away, there are steps and decisions you can make to introduce more risk management in financial planning to help you mitigate and reduce the role that it plays in shaping your future. This CPE webinar will define risk as the term used in financial planning. We will discuss effective ways financial planners can manage risk for their clients.
This course covers the following Major Topics:
Join this CPE Finance webinar, it will address personal and business risk, techniques to reduce risk or transfer risk to a third party, insurance theory, and industry regulation.
Partner, Adelman Katz & Mond LLP
More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams. He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily
Duration
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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.
184 Ratings
Excellent
103
Very Good
56
Average
22
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1
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KS
Mar 29th, 2024
My overall experience of the webinar was excellent. There some polling glitches but the staff was great at resolving after the event.
JC
Mar 7th, 2024
Great lesson on risk and the steps taking to handle it on minimizing losses. This can help in making financial decisions.
KT
Jan 13th, 2024
a little dry but overall a good risk management conceptual approach!
ET
Apr 15th, 2024
Speaker was easy to follow and the slides were Great
TKC
Oct 20th, 2023
Good questions that help recap the knowledge
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