Review basic financial planning principles, and become familiar with the concepts of risk management. Topics include risk exposure identification, legal aspects of insurance, insurance policy analysis, and employee benefits. Gain practical knowledge of the types of life insurance policies along with life insurance needs analysis, property and casualty insurance, medical and disability insurance, and Social Security benefits. Two classes are devoted to the use of the financial calculator.
Continuing Education Units (CEU) : 3.5
Continuing Education Units (CEU) : 3.5
You'll walk away with
- Practical knowledge of the types of life insurance policies
- Knowledge of life insurance needs analysis, property and casualty insurance, medical and disability insurance, and Social Security benefits
Ideal for
- Students interested in satisfying the educational requirements to sit for the CFP® Certification Examination
- Students interested in a career in financial planning
Upcoming courses
Registration is recommended at least three weeks before the course start date.
Upcoming courses
Registration for this course is closed.
Certificates that include this course
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