knowledge topics
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11 Insurance
Both CFP professionals and QAFP professionals are expected to possess general knowledge of property and casualty insurance products, government and private health care insurance plans and creditor insurance. Their knowledge includes understanding the life and disability insurance needs for an individual, as well as the importance of the common contractual terms contained within life and disability insurance policies. Their expected knowledge will allow them to differentiate between term and permanent insurance and explain the purpose of critical illness insurance.
CFP professionals are further responsible for ensuring they have knowledge that will enable them to explain advanced uses of life insurance, estimate the critical illness and long-term care insurance needs for an individual and explain the types of insurance that may be held in a corporation, including the advantages and disadvantages of doing so.
Version 2.0.0
QAFP® Professionals
CFP® Professionals
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Foundations of Risk and Insurance
QAFP® Professionals
CFP® Professionals
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Property and Casualty Insurance
QAFP® Professionals
CFP® Professionals
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Health Care Insurance
QAFP® Professionals
CFP® Professionals
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Disability Insurance
QAFP® Professionals
CFP® Professionals
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Critical Illness Insurance
QAFP® Professionals
CFP® Professionals
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Long-Term Care Insurance
CFP® Professionals
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Foundations of Life Insurance
QAFP® Professionals
CFP® Professionals
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Advanced Uses of Life Insurance
CFP® Professionals
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Creditor Insurance
QAFP® Professionals
CFP® Professionals
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Insurance for Corporations
CFP® Professionals
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Taxation of Insurance
CFP® Professionals