Risk Management and Insurance Planning Certificate Exam

The Risk Management and Insurance Planning Certificate digital badge is earned by passing this exam that tests your understanding of critical steps in the risk management and insurance planning process.

$145 - $229

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Scheduled

Author(s)

Susan M. Tillery, Tom Tillery

Availability

1 year

Product Number

166810

View

Business & partner

Part ofCertificate Program

Part of a discounted

Product Details

Testing your risk management and insurance planning knowledge

The Risk Management and Insurance Planning Certificate Exam will test your comprehension of risk management and insurance planning concepts and techniques outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge.

The exam is only offered as an online proctored exam (via webcam) taken virtually 24/7 on your own computer. By passing this exam, you'll receive the Risk Management and Insurance Planning Certificate digital badge to display on your website or email. If you are a CPA, you'll be one certificate closer to completion of the PFS Credential Certificate pathway.

If you previously took this exam and did not pass, you can retake the exam a minimum of 30 days after your last attempt.

If you need additional learning on the topics on this exam, you can either purchase the Risk Management and Insurance Planning Program or bundle your learning and exam together with the Risk Management and Insurance Planning Certificate.

Exam Scheduling

Five to eight business days after receiving your purchase confirmation email, we will send out the Notice to Schedule (NTS) email enabling you to schedule the specific day and online proctor time to take the exam any time over the next 12 months.

The AICPA must have the most recent contact information and email address for each registrant as their email and mailing address will be used for all communications regarding this exam. Log in to view or update your information.

Who Will Benefit

CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Authors

Susan M. Tillery

CPA/PFS, AEP®(Distinguished)

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), is president & CEO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as an Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and president of Financial Planning Advocate, LLC, which provides continuing education for CPAs, financial advisers, universities, and colleges. Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for developing and delivering comprehensive family office solutions to affluent families, together with her work at Arthur Andersen and Ronald Blue & Co provided the framework for Paraklete. Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. She is a member of the American Institute of CPAs (AICPA), the Georgia Society of CPAs (GSCPA) and the Atlanta Estate Planning Council. In addition, Susan is a member of the GSCPA Board of Directors, and past Chair of both the AICPA Personal Financial Planning Executive Committee and the AICPA Personal Financial Planning Credential Committee. Susan is the recipient of the AICPA 2019 Personal Financial Planning Distinguished Service Award. Ms. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in accounting, business, and law graduate programs. Additionally, Susan has co-authored the AICPA Personal Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) body of knowledge. Successful completion of the program, with related experience, permits participants to obtain the PFS Credential. Susan is a frequent speaker and author on topics relating to personal financial planning, including CPAs and financial planning, virtual family offices, financial issues facing women, responsibilities of wealth, charitable giving, and stewardship. Susan and her family reside in Kennesaw, Georgia.

Tom Tillery

MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®

Thomas Neal Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF® is vice president & CCO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as an Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Tom is also a co-founder and vice president of Financial Planning Advocate, LLC, which provides continuing education for CPAs, financial advisers, universities, and colleges. Tom earned an M.S. in Financial Services from the American College and an M.A. in education from the Southern Baptist Theological Seminary. He is an active member of AICPA (Non-CPA Associate) and the Atlanta Estate Planning Council. With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and author on topics relating to personal financial planning, including financial planning and tax advisory services, estate planning for the affluent, current retirement issues, working with investment advisors, and stewardship. Mr. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in accounting, business, and law graduate programs. Additionally, Tom has co-authored the AICPA Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) body of Knowledge. Successful completion of the program, with related experience, permits participants to obtain the PFS Credential. Tom and his family reside in Kennesaw, Georgia.