Remove Certification Remove CFP Remove Estate Planning Remove Insurance Coverage
article thumbnail

Financial Planning That Helps Clients Weather Disasters

eMoney Advisor

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Insurance offers a layer of protection for your assets and can help preserve your income. 2 Designing a Moat with Insurance Analysis.

article thumbnail

Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurance coverage. Physicians also require basic insurance plans like homeowners and auto insurance to protect their assets.