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This course will provide attendees with an overview of personal insurance—Home, Auto, and liability coverages, with a focus on the affluent client and their specific needs. Claims examples and case studies will be discussed, along with unusual assets and how best to protect them. Attendees will also learn risk mitigation strategies, best practices and most common coverage gaps and red flags.

Learning Objectives:

  • Identify automobile, homeowners and liability insurance coverages
  • Differentiate between different homeowners policies and features
  • Define and communicate key insurance policy terms, coverage, conditions and exclusions.


*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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