Personal Financial Planning Update: Insurance Planning

Course Details


Monday, November 4, 2019

6:30am – 8:30am
(Registration: 6:00am)

Field of Study

Specialized Knowledge

Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Knowledge and/or experience in basic personal financial planning strategies and insurance planning.


In a world where unexplained critical insurance exposures are becoming the norm and catastrophes are occurring at an alarming rate, learn how to protect yourself and clients across a variety of key insurance issues.

Many CPAs are not comfortable providing insurance advice. However, these issues are not simply addressed. If clients do not have their insurance house in order, most other elements of the financial planning process will not be attainable. Help clients understand how to evaluate critical insurance issues, determine and prioritize possible exposures, and determine potential strategies for dealing with unforeseen risks.

Review today's insurance issues involving life, disability, health, long-term care, homeowners, auto, liability (professional and personal) and business; critical exposures that exist in each of these areas; and practical solutions that address these potentially devastating weaknesses. Learn the latest strategies and how to tackle these exposures.

Formerly title: Personal Financial Planning Update: Insurance Planning Update

Materials are provided as an ebook.


  • Assessing insurance companies
  • Quantifying insurance needs
  • Evaluating insurance products
  • Insurance: Life, disability, health, long-term care, homeowners, automobile, umbrella (personal liability), business liability and business (first-to-die) insurance


  • Determine how to size up insurance companies.
  • Evaluate today's risk management and insurance issues
  • Identify critical insurance exposures and prioritize a game plan when addressing them
  • Identify an appropriate method for navigating, evaluating and suggesting policies.
  • Recognize the tax implications when providing recommendations for insurance solutions.
  • Determine the tax and financial planning components of life, disability, long-term care, health, homeowners, automobile and professional and personal liability coverages.

Designed For

CPAs and financial planning professionals.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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