The health care system is a mess. Insurance is expensive, health care costs are out of control, and the care you receive is fragmented and unsafe. Learn effective ways to purchase health insurance, use insurance to your advantage, and utilize the health care system in a safe and cost effective way. You can use what you learn to educate your clients and help them control health care costs.

Overview: General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

NOTE: Non-members completing this course for CFP CE credit will be able to download a certificate of completion and self-report the credit to the CFP Board.  FPA is not able to report CE credit for non-members.

Course Information
Course Date:
October 03, 2018
Course Objectives
  • Understand the current status of the health insurance system and how to help clients sort through their options
  • Teach clients how to be an empowered patient to help reduce health care costs and get better health care
  • Recognize how to use health insurance effectively to get the best care and reduce costs
FPA Annual Conference 2018: Managing Health Care and Health Insurance Costs
Speaker Information
Carolyn McClanahan, MD, CFP   [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$0.00
Non-Member Price:$0.00