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SUMMARY:(LIMG02/26) The Risk Management Process & Insurance Fundamentals
DESCRIPTION:Event Description\nWhether you are new to the risk management process or you are a seasoned pro\, it always comes back to the fundamentals. Just like any other industry\, insurance professionals have their own language. Through plain language and a commonsense approach\, this course explores the steps involved in the risk management process\, the elements of a good risk register\, as well what sections make up a standard insurance policy. Whether you are an insurance professional trying to brush up or you are simply trying to better understand the terms in your insurance policy\, this course provides a solid foundation for understanding risk management. \nObjectives\n\nRecall the three elements of a loss exposure \nIdentify the elements of a client’s risk register \nDistinguish between risk control and risk financing measures \nIndicate the different sections of an insurance policy
URL:https://sc.cpa/event/limg02-26-the-risk-management-process-insurance-fundamentals/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
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DTSTART;TZID=America/Detroit:20250722T083000
DTEND;TZID=America/Detroit:20250722T120000
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UID:10004425-1753173000-1753185600@sc.cpa
SUMMARY:(LIMG03/26) Using Data Analytics to Give You a Competitive Advantage - Data Types\, Data Inquiries\, and Data Integrity
DESCRIPTION:Event Description\nThrough case studies and discussion\, this course will explore what data analytics and big data is\, how it is being used by companies\, and how it could be used in the future. Participants will be given scenarios in which to think about the data available\, and how it can be applied within specific company contexts. The focus of the course will be on how to approach big data\, so that participants can better utilize the data available to them in their current working lives. \nObjectives\n\nDifferentiate between data analytics and data mining \nList the different dimensions of data \nList the different types of data inquiries that one can make \nDescribe how to maintain data integrity in a corporate environment \nDescribe how data can be manipulated by end-users \nDefine the concept of data governance \nDescribe how companies may utilize data in the future
URL:https://sc.cpa/event/limg03-26-using-data-analytics-to-give-you-a-competitive-advantage-data-types-data-inquiries-and-data-integrity/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
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DTSTART;TZID=America/Detroit:20250723T120000
DTEND;TZID=America/Detroit:20250723T125000
DTSTAMP:20260430T044224
CREATED:20250331T205207Z
LAST-MODIFIED:20250722T163506Z
UID:10004301-1753272000-1753275000@sc.cpa
SUMMARY:(LIMG04/26) A History of Investing & a Look Ahead
DESCRIPTION:Event Description\nYou hear it all the time. Financial products are becoming more complex. Diversification has changed. Our approach to investing has changed. What does all this mean? In this course\, we will explore how investment theory has changed over time from Markowitz to Factor Investing. Using examples and practical applications\, we will talk about how our modern notions of portfolio building have developed throughout history. \nObjectives\n\nIdentify the contributions of Harry Markowitz to Modern Portfolio Theory \nRecognize how the concept of diversification has changed over time \nDistinguish between the major factor investing models
URL:https://sc.cpa/event/limg04-26-a-history-of-investing-a-look-ahead/
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
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