CFPE Testing

ID : 27577   
« back to classes page
Study the overall financial planning process as well as the legal, ethical, and regulatory issues affecting financial planners. Time value of money concepts is also addressed. Discuss the principles of risk management and insurance to identify a client's risk exposure and select appropriate risk management techniques. Learn the basic insurance contract and practical insurance checklists. Course also covers life insurance needs and methods of determining the type (property, liability, home-owners, personal auto) and amount of insurance best suited to the client. Finally, medical and disability insurance, as well as long-term care insurance, are covered.

Class Details

0 Sessions

Start Date:upon registration

Class Fee: 

$0.00

Materials Fee:

 $25.00


Call 206-934-5339 to register Send to Friend » Checkout »

Schedule Information

Date(s) Class Days Times Location Instructor(s)