Competency.aicpa.org

AICPA National Conference on Banks & Savings Institutions

September 14-16, 2020 - Live online - It's time again to look at the banking industry's most reliable guidance. You'll find coverage of banking's pressing issues and opportunities across three days that will shape the rest of your year.

Actived: Sunday Nov 22, 2020

URL: https://competency.aicpa.org/media_resources/207871-aicpa-national-conference-on-banks-savings-instit

Life insurance - AICPA

Details: The Replacement of a Life Insurance Contract: The Good, The Bad and The Ugly This archived webcast walks through the replacement process and illustration of the “finished product” with a case study.

› Verified 6 days ago

› Url: https://competency.aicpa.org/competencies/642-life-insurance Go Now

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Risk management & insurance planning - AICPA

Details: Group Insurance and Employee Benefits. Examines group insurance and employee benefits, so you can help your employer clients navigate the complex maze and create a competitive advantage. Course – Online Group insurance & other employee benefits Intermediate

› Verified 4 months ago

› Url: https://competency.aicpa.org/competencies/641-risk-management-insurance-planning Go Now

› Get more:  Insurance QuotesGo Now

Life insurance - AICPA

Details: Life insurance. Filter . About this topic. With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner.

› Verified 7 months ago

› Url: https://competency.aicpa.org/competencies/642-life-insurance?page=2&search%5Bportfolio_filter%5D=1%2F410&search%5Btaxonomy_tree_filter%5D=4%2F410%2F411%2F641%2F642 Go Now

› Get more:  LifeGo Now

Accounting for insurance companies

Details: This one-day course is designed to give participants an overview of the IFRS accounting rules for insurance groups (both life and non-life). There are no pre-requisites for the course, but a basic understanding of how the insurance industry operates, and the fundamental accounting rules would be helpful.

› Verified 8 days ago

› Url: https://competency.aicpa.org/media_resources/210775-accounting-for-insurance-companies Go Now

› Get more:  Accounting,  LifeGo Now

Medical expense & long-term care insurance - AICPA

Details: Medical, Disability, and Property and Casualty Insurance. Covers the various definitions of disability, the numerous riders and options available, and the variety of sources for disability income benefits. Course – Online Medical expense & long-term care insurance Intermediate

› Verified 2 days ago

› Url: https://competency.aicpa.org/competencies/646-medical-expense-long-term-care-insurance Go Now

› Get more:  MedicalGo Now

Fundamentals of Insurance Planning, 6th edition

Details: Insurance is one of the most common means of addressing risk and can be one of the most confusing. This publication covers the basic concepts of insurance planning. Learn about these areas to improve your client discussions: Nature of risk and alternative planning strategies to address it with your clients.

› Verified 2 months ago

› Url: https://competency.aicpa.org/media_resources/208884-fundamentals-of-insurance-planning-6th-edition Go Now

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Group Insurance and Employee Benefits

Details: Identify an insurance contract in which the employer pays for the cost of insurance and any premium payments made by the employee are used to accumulate cash values in the contract. Recall the definition of disability. Recognize the type of group insurance that is typically provided by employers.

› Verified 6 months ago

› Url: https://competency.aicpa.org/media_resources/211628-group-insurance-and-employee-benefits Go Now

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Property and Liability Insurance Entities - Audit and

Details: Stay up−to−date on current GAAP and statutory accounting and audit guidance for property and liability insurance entities. The guide provides a good grounding on the industry, its products and regulatory issues, and the related transaction cycles that a property and liability insurance entity is involved with.

› Verified 8 days ago

› Url: https://competency.aicpa.org/media_resources/207645-property-and-liability-insurance-entities-audit-a Go Now

› Get more:  AccountingGo Now

Life and Health Insurance Entities - Audit and Accounting

Details: Simplify the complexities of insurance entity regulatory compliance! Whether you're a CPA performing audit engagements or management at an insurance entity, the 2018 edition of this guide is a must-have resource to keep you abreast of recent regulatory changes related to the life and health insurance industry, its products and regulatory issues, and the related transaction cycles that an

› Verified 6 days ago

› Url: https://competency.aicpa.org/media_resources/207650-life-and-health-insurance-entities-audit-and-acco Go Now

› Get more:  Life,  HealthGo Now

Blockchain for Insurance - competency.aicpa.org

Details: Blockchain for Insurance. Technology developments & IT solutions. Back Log in to save to My Learning Log in to comment/reflect Like

› Verified 4 months ago

› Url: https://competency.aicpa.org/media_resources/212493-blockchain-for-insurance/detail Go Now

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Blockchain for Insurance

Details: Embrace the future of the insurance industry by attending this information rich webcast where participants will be briefed on the current status and future changes coming to the industry. Participants will be able to describe and prepare for changes brought by Blockchain

› Verified 2 days ago

› Url: https://competency.aicpa.org/media_resources/212493-blockchain-for-insurance Go Now

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AICPA | CIMA Competency and Learning - Knowledge Check

Details: * What makes a universal life insurance policy unique? The policy holder does not go through the underwriting process. The policy can be jointly written on two lives (for example, a married couple). The policy does not require level premiums. The policy is not a participating policy. Next page .

› Verified 9 days ago

› Url: https://competency.aicpa.org/forms/risk-management-insurance-planning Go Now

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Medical Care and Health Insurance

Details: Medical Care and Health Insurance will examine and walk-through key features of the Affordable Care Act, with particular emphasis on its past and future impact on costs. Special focus will be given to the role of the financial professional in analyzing and forecasting the risk for an organization as it relates to health and insurance-related

› Verified 4 months ago

› Url: https://competency.aicpa.org/media_resources/211470-medical-care-and-health-insurance Go Now

› Get more:  Medical,  HealthGo Now

AICPA | CIMA Competency and Learning - Search - Personal

Details: Group Insurance and Employee Benefits. Examines group insurance and employee benefits, so you can help your employer clients navigate the complex maze and create a competitive advantage. Course – Online Group insurance & other employee benefits Intermediate

› Verified 2 days ago

› Url: https://competency.aicpa.org/competencies/647-compensation-benefits Go Now

› Get more:  Insurance QuotesGo Now

Investment Companies - AICPA Audit and Accounting Guide

Details: “Best practice” discussion provided on several new and recurring complex industry-specific issues, including: investment valuation, financial instruments, capital accounts, BDCs, master-feeder funds, multi-class funds, UITs, separate accounts of life insurance entities, and many more.

› Verified 2 days ago

› Url: https://competency.aicpa.org/media_resources/207649-investment-companies-aicpa-audit-and-accounting-g Go Now

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Risk Management and Insurance Planning Certificate Program

Details: The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. This certificate program is a combination of education and a certificate

› Verified 2 months ago

› Url: https://competency.aicpa.org/media_resources/211627-risk-management-and-insurance-planning-certificate Go Now

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Life Insurance and S Corporations: Unique Rules Present

Details: Life Insurance and S Corporations: Unique Rules Present Opportunity and Peril. S corporation income taxation. Back Log in to save to My Learning Log in to comment/reflect Like

› Verified 7 days ago

› Url: https://competency.aicpa.org/media_resources/209861-life-insurance-and-s-corporations-unique-rules-pre/detail Go Now

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AICPA | CIMA Competency and Learning

Details: This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience.

› Verified 2 days ago

› Url: https://competency.aicpa.org/users/login Go Now

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The Changing Marketplace For Long-Term Care Insurance

Details: This article looks at long-term care insurance in today's world and what and recent changes.

› Verified 4 months ago

› Url: https://competency.aicpa.org/media_resources/209234-the-changing-marketplace-for-long-term-care-insuran Go Now

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Insurance Contracts and Needs Analysis

Details: Distinguish among the three types of life insurance needs analysis. Determine the amount of emergency reserves required for a personal financial planning client. Calculate an inflation-adjusted return. Distinguish the roles of the insurance company and the potential insured. Identify the principle that underlies most insurance contracts.

› Verified 2 months ago

› Url: https://competency.aicpa.org/media_resources/211609-insurance-contracts-and-needs-analysis Go Now

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Life Insurance Basics: What CPAs Need to Know When Serving

Details: Life insurance is a key component of a risk management strategy and is an extremely important tool in helping protect a family's future income should something happen to one or more of the family's main wage earners. In this webcast, we take an in-depth look at the four major types of life insurance policies available today.

› Verified 6 months ago

› Url: https://competency.aicpa.org/media_resources/211173-life-insurance-basics-what-cpas-need-to-know-when Go Now

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Insurance Company Products Offered to Employee Benefit Plans

Details: This primer provides an overview of various types of products offered by insurance companies and discusses: trusteeship and custodianship, identifying the various products, allocated vs. unallocated contracts, and; reporting

› Verified 4 months ago

› Url: https://competency.aicpa.org/media_resources/208200-insurance-company-products-offered-to-employee-bene Go Now

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Life Insurance - American Institute of Certified Public

Details: The construction of a proposed life insurance solution in a personal financial plan is complex on several levels. As a personal financial planner, you must possess a broad range of knowledge of the various insurance solutions available to have a reasoned dialogue with your clients.

› Verified 11 days ago

› Url: https://competency.aicpa.org/media_resources/211612-life-insurance Go Now

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Medical, Disability, and Property and Casualty Insurance

Details: Planning for property and casualty insurance is more than simply insuring the risk; it is the process of integrating property and casualty insurance contracts into the overall risk management plan. This course will give you the tools you need to master this complicated area.

› Verified 5 months ago

› Url: https://competency.aicpa.org/media_resources/211620-medical-disability-and-property-and-casualty-insu Go Now

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PFP Boot Camp: Risk Management / Employee and Business

Details: Various insurance products will be reviewed, including life, disability and medical insurance, as well as the types of contracts available; and how insurance is used in financial planning to manage risk. Participants will also learn about the many types of property and casualty insurance, including homeowners, liability and auto insurance.

› Verified 4 months ago

› Url: https://competency.aicpa.org/media_resources/209367-pfp-boot-camp-insurance-planning Go Now

› Get more:  Medical,  Homeowner,  Auto,  LifeGo Now

Health Care Reform Act: Critical Tax and Insurance

Details: Calculate potential penalties for employers who currently provide health insurance coverage and for those who do not provide health insurance coverage. Identify how potential penalties are applied in a controlled group. Identify which firms are eligible for full or partial small business tax credit given average wages and firm size.

› Verified 3 months ago

› Url: https://competency.aicpa.org/media_resources/209171-affordable-care-act-tax-and-insurance-ramification Go Now

› Get more:  Health,  BusinessGo Now

Personal Financial Planning Boot Camp Bundle

Details: The Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as including the new Statement on Standards in PFP Services.

› Verified 10 days ago

› Url: https://competency.aicpa.org/media_resources/211218-personal-financial-planning-boot-camp-bundle Go Now

› Get more:  Insurance QuotesGo Now

Property and Liability Insurance Entities - Audit and

Details: Property and Liability Insurance Entities - Audit and Accounting Guide. Authoritative guidance. Back Log in to save to My Learning Log in to comment/reflect Like

› Verified 2 months ago

› Url: https://competency.aicpa.org/media_resources/207645-property-and-liability-insurance-entities-audit-a/detail Go Now

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AICPA | CIMA Competency and Learning - Search - Assurance

Details: Property and Liability Insurance Entities - Audit and Accounting Guide. Covers the property and liability insurance industry, its products and regulatory issues, and related transaction cycles. Publication Authoritative guidance Intermediate

› Verified 2 months ago

› Url: https://competency.aicpa.org/competencies/232-assurance?page=7&search%5Bportfolio_filter%5D=1%2F232 Go Now

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Annuities

Details: This CPE course can be purchased individually or as part of the Risk Management and Insurance Planning Certificate Program.. What is an annuity? The short answer is that it's a contract that provides a periodic payment for a fixed period or for the duration of one's life.

› Verified 2 months ago

› Url: https://competency.aicpa.org/media_resources/211610-annuities Go Now

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AICPA | CIMA Competency and Learning - Search - Assurance

Details: Life and Health Insurance Entities - Audit and Accounting Guide. This resource brings you the practical, how-to accounting and auditing guidance you need to stay compliant. Publication Authoritative guidance Intermediate

› Verified 5 months ago

› Url: https://competency.aicpa.org/competencies/232-assurance?page=10&search%5Bportfolio_filter%5D=1%2F232 Go Now

› Get more:  Accounting,  Auditing,  Life,  HealthGo Now

AICPA | CIMA Competency and Learning - Search - Employee

Details: Insurance Company Products Offered to Employee Benefit Plans This primer provides an overview of various types of products offered by insurance companies. Report Plan investments & fair value Foundational

› Verified 7 months ago

› Url: https://competency.aicpa.org/competencies/104-defined-benefit-plans?page=4&search%5Bportfolio_filter%5D=1%2F88&search%5Btaxonomy_tree_filter%5D=3%2F88%2F92%2F104 Go Now

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The Risk Management Planning Process

Details: In the course, Tom Tillery helps you to educate your clients about the principles of risk and insurance. Mirroring the personal financial planning process, this course covers the six-step risk management process as follows: Establish and define the client relationship.

› Verified 4 months ago

› Url: https://competency.aicpa.org/media_resources/211592-the-risk-management-planning-process Go Now

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PFP Boot Camp: Risk Management/Employee and Business-Owner

Details: This CPE course is a part of the Personal Financial Planning Boot Camp series.. Gain insight on risk management is the spotlight of this PFP Boot Camp. During this course, you will review various insurance products, including life, disability and medical insurance, the types of contracts available and how insurance is used in financial planning to manage risk.

› Verified 5 months ago

› Url: https://competency.aicpa.org/media_resources/211206-pfp-boot-camp-risk-management-employee-and-busines Go Now

› Get more:  Medical,  LifeGo Now

The Replacement of a Life Insurance Contract: The Good

Details: The Replacement of a Life Insurance Contract: The Good, The Bad and The Ugly Reserve now Tom Tillery | Free for PFP Section Members | AICPA | 03 Feb 2016 | AICPA.org

› Verified 5 months ago

› Url: https://competency.aicpa.org/media_resources/209300-the-replacement-of-a-life-insurance-contract-the-g Go Now

› Get more:  LifeGo Now

Latest Trends & Developments in Long-Term Care Insurance

Details: Wednesday, August 17 - In this webcast, Michael Kitces will review the recent trends and developments, from consolidation in the industry and the elimination of lifetime benefits and limited-pay premium options, to the rising popularity of new hybrid LTC insurance contracts that pairs the coverage together with a life or annuity policy as a new form of "asset-based" long-term care protection.

› Verified 2 days ago

› Url: https://competency.aicpa.org/media_resources/210045-latest-trends-developments-in-long-term-care-insu Go Now

› Get more:  LifeGo Now

Health Insurance Issues S Corporation Shareholders

Details: This page includes common questions CPAs are asking about their S corporation clients affected by the Affordable Care Act.

› Verified 4 months ago

› Url: https://competency.aicpa.org/media_resources/209760-health-insurance-issues-s-corporation-shareholders Go Now

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AICPA | CIMA Competency and Learning - Search - Assurance

Details: Life and Health Insurance Entities - Audit and Accounting Guide. This resource brings you the practical, how-to accounting and auditing guidance you need to stay compliant. Publication Authoritative guidance Intermediate

› Verified 4 days ago

› Url: https://competency.aicpa.org/competencies/238-authoritative-guidance?page=2&search%5Bportfolio_filter%5D=1%2F232&search%5Btaxonomy_tree_filter%5D=4%2F232%2F297%2F233%2F238 Go Now

› Get more:  Accounting,  Auditing,  Life,  HealthGo Now

AICPA | CIMA Competency and Learning - Search - Assurance

Details: Learning never stops. Find the tools you need to succeed.

› Verified 5 months ago

› Url: https://competency.aicpa.org/competencies/238-authoritative-guidance?page=1&search%5Bmedia_category_ids%5D%5B%5D=238 Go Now

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Accounting for insurance companies

Details: Accounting for insurance companies. Cash management. Back Log in to save to My Learning Log in to comment/reflect Like

› Verified 5 months ago

› Url: https://competency.aicpa.org/media_resources/210775-accounting-for-insurance-companies/detail Go Now

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AICPA | CIMA Competency and Learning - Search - Personal

Details: Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or

› Verified 2 months ago

› Url: https://competency.aicpa.org/competencies/675-pfp-process Go Now

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Accountants Liability: Balancing Risk and Reward (Tax Focus)

Details: Join the AICPA and CNA, the endorsed underwriter for the AICPA Professional Liability Insurance Program, for a panel discussion about professional liability exposures arising from the delivery of tax services. This interactive webcast will provide you with information on how to assess and respond to the professional liability risks that arises

› Verified 4 months ago

› Url: https://competency.aicpa.org/media_resources/211198-accountants-liability-balancing-risk-and-reward-t Go Now

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A structured approach to enterprise risk management (ERM

Details: This Association of Risk and Insurance Managers (Airmac) report discusses ERM implementation with particular reference to the importance of ISO 31000. Risk management is an increasingly important business driver and stakeholders have become much more concerned about risk.

› Verified 2 days ago

› Url: https://competency.aicpa.org/media_resources/206771-a-structured-approach-to-enterprise-risk-management Go Now

› Get more:  BusinessGo Now

Documentation of Use of an Actuarial Report in an Audit of

Details: The tool is intended to assist members in documenting their procedures and findings related to their review of actuarial reports prepared for plan management that are used as audit evidence in their defined benefit pension plan audits.

› Verified 8 days ago

› Url: https://competency.aicpa.org/media_resources/208198-documentation-of-use-of-an-actuarial-report-in-an-a Go Now

› Get more:  Insurance QuotesGo Now

AICPA | CIMA Competency and Learning - Search - Financial

Details: Property and Liability Insurance Entities - Audit and Accounting Guide. Covers the property and liability insurance industry, its products and regulatory issues, and related transaction cycles. Publication Authoritative guidance Intermediate

› Verified 19 days ago

› Url: https://competency.aicpa.org/competencies/296-technical?page=3&search%5Bportfolio_filter%5D=1%2F213&search%5Btaxonomy_tree_filter%5D=2%2F213%2F296 Go Now

› Get more:  AccountingGo Now

IFRS Insurance Contracts Exposure Draft

Details: The development of accounting for insurance contracts has been underway for many years. The first stage in the process was IFRS 4, designed to achieve a greater consistency in reporting for insurance. The exposure draft takes the reporting further down that process.

› Verified 4 months ago

› Url: https://competency.aicpa.org/media_resources/210199-ifrs-insurance-contracts-exposure-draft Go Now

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