The Risk Management Process and Insurance Fundamentals
OL1254 | On Demand Course | Update | Self-Study
Description
Whether you are new to the risk management process or you are a seasoned pro, it always comes back to the fundamentals. Just like any other industry, insurance professionals have their own language. Through plain language and a commonsense approach, this course explores the steps involved in the risk management process, the elements of a good risk register, as well what sections make up a standard insurance policy. Whether you are an insurance professional trying to brush up or you are simply trying to better understand the terms in your insurance policy, this course provides a solid foundation for understanding risk management.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.50 | Business Management & Organization |
Objectives
- Recall the three elements of a loss exposure
- Identify the elements of a client's risk register
- Distinguish between risk control and risk financing measures
- Indicate the different sections of an insurance policy
Notes
TEST YOUR SYSTEM
We have updated the format of the vidoes in the TSCPA On Demand Video Library to optimize your viewing experience. Please take a quick moment to view the video below and test your system.
Can you play the video above? If not, your network's firewall is likely blocking our on-demand courses. Please have an IT professional whitelist vimeo.com and vimeocdn.com. If you have additional questions, please contact TSCPA at 615/377-3825.
Login and eMaterials: To access TSCPA's On Demand Video Library courses and related eMaterials, click on your My CPE page. All On Demand course purchases will be accessible from this personalized page.Cancellations, substitutions and transfers are not available for On Demand courses or self-study products. By registering for this On Demand course, you agree to TSCPA's Policies and Procedures.
Prices
- Member (Early Bird)
- $65.00
- Non-Member (Early Bird)
- $95.00
- Member
- $65.00
- Non-Member
- $95.00
Instructors
David Peters
David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and he was a recipient of Surgent's Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services' 2019 NextGen Financial Services Professional Award.
He holds four master's degrees and is currently pursuing his Ph.D. in financial planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.
Back to Instructors