Financial Planning: Personal Insurance Needs

Financial Planning: Personal Insurance Needs


$35 – 4 CPE Credits

Feel free to browse, but you need to purchase this Course for any CPE credit.




Please Read through the following before beginning:

1. Click “Begin CPE Course.”
2. You will be redirected to PayPal to pay for your CPE Course.
3. On your receipt, look on the bottom and find, ” Click Here to Navigate to Course.”
4. The Course you purchased is now unlocked. Read the Articles to Unlock the Quiz.
5. If you have read the articles in the magazine, please click through each lesson to access the Quiz.
6. Once you have completed the Quiz, with a passing score, you will be able to print your Certificate.
7. All certificates will be available under the “My Profile” Tab to Print at a later date.
8. If you have any Questions, contact us at 1-888-610-1144


The following are topics covered by this CPE quiz:

1. Risk management in financial planning.
2. Health and disability insurance.
3. When does someone need life insurance?
4. Kinds of life insurance, clauses and beneficiaries.

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