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FP 2: Financial Planning Process and Insurance

This course will provide a review of the basic financial planning principles and will introduce you to the concepts of risk management. Other topics to be covered include risk exposure identification, legal aspects of insurance, insurance policy analysis, and employee benefits. You also will gain practical knowledge of the various types of life insurance policies, along with life insurance needs analysis, property and casualty insurance, medical and disability insurance, and Social Security benefits. One class is devoted to a review of the use of the financial calculator. 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/nyu-store .

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You'll Walk Away with

  • The ability to understand and address client attitudes toward risk
  • Familiarity with the various types of life insurance policies including, term, whole life, universal, and variable life insurance products
  • An understanding of the tax implications of premium payments, death benefits, and withdrawals from various types of life insurance policies
  • The ability to provide recommendations for appropriate “uses” of the various types of life insurance policies

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