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 estimating the life and disability insurance needs for an individual, as well as understanding 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 and long-term care 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 1.4.0
Both QAFP® Professionals and CFP® Professionals
CFP® Professionals Only
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Foundations of Risk and Insurance
Both QAFP® Professionals and CFP® Professionals
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Property and Casualty Insurance
Both QAFP® Professionals and CFP® Professionals
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Health Care Insurance
Both QAFP® Professionals and CFP® Professionals
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Disability Insurance
Both QAFP® Professionals and CFP® Professionals
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Critical Illness Insurance
CFP® Professionals Only
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Long-Term Care Insurance
CFP® Professionals Only
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Foundations of Life Insurance
Both QAFP® Professionals and CFP® Professionals
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Advanced Uses of Life Insurance
CFP® Professionals Only
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Creditor Insurance
Both QAFP® Professionals and CFP® Professionals
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Insurance for Corporations
CFP® Professionals Only
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Taxation of Insurance
CFP® Professionals Only
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