Do you love Accountable? Want some CPE just for listening to Accountable?

  • Here is how it works:

  • 1. Listen to the podcast on iTunes, Stitcher, or any other place you get your podcasts (or you can just watch the episode on Dave's YouTube site

  • 2. Come back to this page and click on this course

  • 3. Take a short 5 question quiz

  • 4. Collect your CPE certificate

  • That's it! It is that easy!

  • Note: You should check the CPE requirements in your state before taking this course. Some states require NASBA CPE. Some states do not. This course is not NASBA approved, so just make sure it counts in your state!

Course Quick Facts

  • Course Length: Approximately 1 Hour

  • CPE Hours: 1.0 (Not NASBA Approved)

  • Course Level: Overview

  • Field(s) of Study: Management Services

  • Who should attend: Controllers and CFO's who are involved in the risk management function at their companies.

  • Required Knowledge: Basic understanding of risk management

  • Advanced Prep: None

Learning Objectives

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.

  • Recall the three elements of a loss exposure

  • Identify the elements of a client’s risk register

  • Indicate the different sections of an insurance policy

Instructor

CPA, CPCU, MST, MBA

David Peters

David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA. He has over fourteen years of experience in financial services, including 3 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, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He holds four Masters degrees. 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 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

Course curriculum

  • 1

    Introduction

  • 2

    Downloads

    • Notes Sheet
  • 3

    Listen to the Podcast

    • Listen to the Podcast
  • 4

    Review Questions

    • Review Questions
  • 5

    Evaluation

    • Final Evaluation
  • 6

    Feedback

    • Final Steps to Receive CE Credit(s)...

    • CE Credit Information

    • Student Feedback

    • Thank You!

Single Course Price