FP 2: Financial Planning Process and Insurance

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.

More details

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

NO open sections available for this course at the moment. Please check back next semester.

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- Section
  1
- Semester
  Fall 2024
- Date
  Sep 11 - Dec 11
- Day
  Wednesday
- Time
  6:00PM-9:30PM
- - In-Person
- Format
  In-Person
  - In-Person
- Sessions
  13
- Faculty
  Novick, David
- Location
  Midtown Center
Tuition $990

Course Details

Additional Information

Have you considered our Certificate Programs?
Certificate in Financial Planning

Fees for required study guides and the online final exam are not included in tuition. Required course booklets and online exams are available for purchase online at dalton-education.com. Click “Student Storefront,” and then enter NYU for “School” and nyucfp1 for “Password.” Textbooks also may be purchased elsewhere.

Students who complete the seven Financial Planning courses and receive a final grade average of C- or higher, are eligible to receive the Certificate in Financial Planning.

Complete details, additional requirements, and answers to questions students may have can be obtained by contacting the Division of Programs in Business by email at sps.finance@nyu.edu.

FP 1: Fundamentals of Financial Planning/FINA1-CE9940
FP 2: Financial Planning Process and Insurance/FINA1-CE9951
FP 3: Investment Planning/FINA1-CE9959
FP 4: Income Tax Planning/FINA1-CE9960
FP 5: Retirement Planning and Employee Benefits/FINA1-CE9944
FP 6: Estate Planning/FINA1-CE9946
FP 7: Financial Planning Capstone/FINA1-CE9927

Associations

New York State Department of Education - CPE for Accountants (40 50-Minute Hours) - Field of Study: Advisory

FP 2: Financial Planning Process and Insurance

You'll Walk Away with

Ideal for

Section

Semester

Date

Day

Time

Format

Sessions

Faculty

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Course Details

Additional Information

Associations

Course Number

Continuing Education Units (CEU)