| Delivers fundamentals of risk management as a means to complement, benefit, and promote all areas of business planning. With focus on relevant risk management basics, discover that the process involves more than the core activities of making and growing clients’ assets. The planning process consists of proactively uncovering wealth preservation objectives specific to needs today’s practitioner faces. Insurance, PACE, and CFP® CE Filed.
Comprehensive coverage consists of:
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Enterprise & traditional risk management
Loss control & claims management
Alternative risk & contractual transfer
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Global exposures
Disaster planning
Broker & vendor relationships
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Testimonials
“ In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others.”
— Stephan R. Leimberg, Lead Author of Tools & Techniques
The Disciplined Approach for Today's Professional
Are you a professional seeking to enhance performance or maintain credibility in the emerging specialized marketplace? Recent convergence of financial services professionals onto one playing field will continue. While the professions remain distinct, the alignment between professions has given rise to unique financial services disciplines. Accountants and attorneys are among the professionals already seeking competitive advantage in the emerging niche environment.
Many of your competitors are adding Risk Management as it relates to Insurance to their offerings. Trust the Series used and recommended by more than 150 universities. Trust the Series quickly being adopted as key training resources for financial services professionals just starting out. Trust the Series that delivers continuing education credits that address compliance needs and improve career development within your organization. And with Newly Revised Editions delivering the most relevant changes influencing the way you do business, there’s reason for seasoned specialists to have the Series on hand too.
Trust the Series designed to turn your ideas into saleable, profitable actions. The Road to Success begins with Tools & Techniques.
Most Respected Authors in the Industry
The Tools & Techniques Series is written by some of the leading minds in today’s industry. As CPAs, CFPs, Ph.D.s, and J.D.s, the authors understand your specific needs. Their practical and theoretical insight merges technical knowledge with everyday situations, giving you immediately applicable answers—virtually every example backed by successful personal experience.
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