Audio/Web Conference: Using Risk Awareness in Selling Executive
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE and CFP credit.
This program is brought to you by the Society's Risk Management Section
The essence of financial risk management lies in the use of knowledge. Man has made great strides and found social utility in understanding risk for personal financial and commercial purposes. This program will explore the history of risk, financial problems manifesting from risk management, and possible new solutions in the areas of executive benefits and qualified retirement plans. It will also help you to educate clients and create a more "risk aware culture."
Attendees will learn:
Richard D. Landsberg, JD, LLM, CLU, CPM, ChFC, RFC, AIF® is director of the advanced consulting group of Nationwide Financial Services. His professional affiliations include the American Bar Association, Association for Advanced Life Underwriting, American Society of Pension Professionals & Actuaries, and others. He is a guest lecturer at several colleges and universities and has taught at Capital University Law School, University of Iowa College of Law, and Purdue University. Mr. Landsberg is a prolific writer and commentator with numerous articles in various professional journals and trade publications. He serves as special government employee to the U.S. Department of Laborâ€™s ERISA Advisory Council and is a member of the Mid-Atlantic Area Pension Liaison to the Internal Revenue Service Employee Plans/Exempt Organizations Division.