FMN Management Services

FMN - 2022/April, Seg 2 - How to Assess and Manage Risk Within Your Organization - Part II

Insurance companies bet on uncertainty and inherent risk, focusing on both commercial and personal lines, and use the Insurance Services Office, ISO, as their administrative backbone. David Peters, tax practitioner and financial advisor at Peters Tax Preparation & Consulting, continues our segment by explaining ISO policies and elements common to both ISO policies and property and casualty insurance.

Learning Objectives:

  • Understand the role of ISO and commonalities between ISO and property & casualty policies;
  • Identify what is covered under a commercial property insurance policy;
  • Recognize the importance of having cyber security coverage; and
  • Understand the types of insurance agreement under cyber policies.

Prerequisites/Advanced Preparation:

Work experience in a corporate staff environment, or an introductory course in management.

Speaker / Author:

David R. Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of and has been a financial advisor since 2015. He holds master's degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC.


Price (USD)

Standard: $69.90


Course Code : FMN1441-FM

Release Date : 04/08/2022
Expire Date : 11/14/2023
Credits :
CPE 2.00
QAS 2.00

Length : 1hr 40min
Course Level : Update
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Management Services

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