CPE Self-Study
Medical, Disability, and Property and Casualty Insurance
Specialized Knowledge
Online: 4.0
Covering the most significant pieces of legislation affecting your clients’ health care, this course covers the Consolidated Omnibus Budget Reconciliation Act, The Health Insurance Portability and Accountability Act, and, The Patient Protection and Affordable Care Act.

PFP section members and PFS credential holders receive a 20% discount

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Find out more information on the PFP Section.

CPE On-Demand
AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by our technicians.

A stable and continuous internet connection is required
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Supported Operating Systems:

  • Macintosh OS X 10.10 to present
  • Windows 7 to present

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  • Apple Safari
  • Google Chrome
  • Microsoft Internet Explorer
  • Mozilla Firefox

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Technical Support: Please contact service@aicpa.org or use the Contact Us Form.

Product details

Who Will Benefit?

  • CPAs and financial planners with basic knowledge of personal financial planning, and an interest in risk management and insurance.

Key Topics

Health Insurance

  • Significant legislation, plan features, types of plans, tax advantaged plans, taxation and income tax planning, integration with PFP

Long-Term Care Insurance

  • Types, policy provisions, self-insuring, taxation and tax planning, integration with other areas of PFP

Disability Insurance

  • Sources of compensation, policy definitions, optional benefits and riders, business disability plans, taxation and income tax planning, integration with other areas of PFP

Property and Casualty Insurance

  • Homeowners, personal auto, excess liability, taxation and income tax planning, integration with other areas of PFP

Learning Objectives

In this course, you will learn to to do the following:

  • Identify a hybrid managed care plan.
  • Recall which Medicare program is sold by a private insurance company.
  • Select a tax-advantaged plan that may be used to supplement retirement income.
  • Identify the maximum number of days at a skilled nursing facility that are paid in full by Medicare.
  • Distinguish between a group and an individual long term-care insurance contract.
  • Recall the program that provides disability insurance coverage for workplace accidents.
  • Identify the feature of a long-term care insurance contract that guarantees some level of benefits in the event the insured stops paying premiums.
  • Recall the insurance contract that guarantees the contract will not lapse and the premium will not increase, as long as the premium is paid.

This CPE course can be purchased individually or as part of the Risk Management and Insurance Planning Certificate Program.

Health insurance is affected not only by tax law, but by other legislation as well. This CPE course covers the most significant pieces of legislation affecting your clients' health care:

  • The Consolidated Omnibus Budget Reconciliation Act
  • The Health Insurance Portability and Accountability Act
  • The Patient Protection and Affordable Care Act

Of all the insurance contracts that will need to be employed in a client's personal financial plan, the disability insurance contract is one of the most difficult to apply. This course will aide the personal financial planner in being well-versed in the various definitions of disability, the numerous riders and options available, and the variety of sources for disability income benefits.

Finally, a personal financial planning client's home, automobile, and possessions are a significant part of that client's net worth and represent a lifetime of accumulation. The personal financial planner should have broad knowledge of the variety of insurance contracts available. Planning for property and casualty insurance is more than adequately insuring the risk. It is the process of integrating property and casualty insurance contracts into the overall risk management plan. This course will give you the tools to master this complicated area.

Enhanced On-Demand Format

This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

Ratings and reviews

Susan M. Tillery, CPA/PFS, CFP®

Susan M. Tillery, CPA/PFS, is President & CEO of Paraklete® Financial Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan also is a co-founder and president of Financial Planning Advocate LLC, a provider of continuing education for CPAs, financial advisers, universities and colleges.

Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for the development and delivery of comprehensive family office solutions to affluent families, together with her work at Arthur Andersen, Ronald Blue & Co and other financial firms, provides the framework for Paraklete.

Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. Susan is a member of the American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA). In addition, she is chair of the AICPA Personal Financial Planning Credential Committee. Susan also serves on the Board for The National Center for Stewardship and Generosity.

Susan has over 30 years of experience in tax, philanthropy and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Ms. Tillery speaks on the topics of: Financial Planning, CPAs and Financial Planning, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving and Stewardship.

Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®

Vice President, Financial Planning Advocate, LLC
Vice President & CCO, Paraklete® Financial, Inc.

Thomas Neal Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF is Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Tom is also a co-founder and Vice President of Financial Planning Advocate, LLC, a provider of continuing education for CPAs, financial advisers, universities and colleges.

Tom earned a M.S. in Financial Services from The American College and an M.A. in Education from The Southern Baptist Theological Seminary. He is an active member of AICPA (Non-CPA Associate), the Atlanta Estate Planning Council and the Society of Financial Service Professionals. He also serves on the Board for The National Center for Stewardship and Generosity.

With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and writer on all topics relating to personal financial planning. He has written personal financial planning curriculum for several universities and on-line providers. Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 30 years. Tom and his family reside in Kennesaw, Georgia.


American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

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CPE credits
: 4.0
NASBA Field of Study
Specialized Knowledge
Delivery Method
QAS Self-Study
Course acronym
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