Course Access:
90-day course access from date of purchase
Time:
Self-study, self-paced
Instructor:
Chris Wyman, CFI
Length/Duration:
3 hours
| About This Course |
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Risk management and insurance play crucial roles in creating a comprehensive financial plan. While we all hope not to face major tragedies – the death of a spouse, an injury that prevents working, or a major health crisis – planning for them helps best protect the interests of the client, their family, and any business interests they may have.
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Upon completing this course, you will be able to:
- Develop a comprehensive risk management strategy using insurance products in three key categories: life, disability, and health.
- Conduct a needs-based analysis and create a recommendation of insurance products based on a client’s goals.
- Understand and be able to speak to the benefits and drawbacks of the main types of insurance products: life, disability, and health.
| Who Should Attend |
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This course is
essential for anyone looking to pursue a role as a financial planner.
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| About Our Expert |
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Chris Wyman
Chris Wyman is the President of Pathfinder Consulting, where he leads the design and delivery of customized training programs for the internal audit and financial services sectors. With a Bachelor of Arts in Economics from Acadia University and professional certifications as a CPA (CMA), CIA, and CRMA, Chris brings extensive experience in compliance, operational auditing, and risk management. Previously, the Vice President at Learning Strategies Group and Director of Internal Audit at a Canadian financial institution. At Pathfinder, he focuses on integrating clients' unique values and contexts into effective training solutions, leveraging his expertise in financial accounting, analysis, and strategic risk management to support organizational goals.
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| Continued Risk Learning Credits: 3 |
PRMIA Continued Risk Learning (CRL) programs provide you with the opportunity to formally recognize your professional development, documenting your evolution as a risk professional. Employers can see that you are not static, making you a highly valued, dynamic, and desirable employee. The CRL program is open to all Contributing, Sustaining, and Risk Leader members, providing a convenient and easily accessible way to submit, manage, track and document your activities online through the PRMIA CRL Center. To request CRL credits, please email [email protected].
| Registration |
| Membership Type |
Price |
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| Members |
$ 80.00 |
| Non Members |
$ 88.00 |
Access
Immediate access to the course is granted for 90 days after your purchase. Please complete the course within that time period.
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Support
For technical issues regarding course access, contact [email protected]
PRMIA
Digital Product Return Policy.