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FPSB® Risk & Estate Planning Specialist

The program covers risk management, insurance planning, and estate planning, enabling candidates to assess existing insurance coverage, identify risk exposures, and recommend suitable protection strategies. It also explores estate distribution, wealth transfer, and the emotional and practical aspects of end-of-life planning, helping professionals guide clients with both technical expertise and sensitivity.

Education Modules

02

Estate Planning

  • Estate Planning Terminology
  • Wealth Distribution Goals
  • Estate Planning Process
  • Transfer During Life and at Death
  • Planning for Incapacity
  • Estate Planning Strategies

01

Risk Management and Insurance Planning

  • Principles
  • Risk Exposures
  • Intro to Insurance
  • Insurance Company/Advisor Selection
  • Strategic Solution