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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.

Registering at least three weeks prior to the course start date is highly recommended.

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

1 section

  • Summer 2024

    • Section

      001
    • Semester

      Summer 2024
    • Date

      May 22 - Aug 21
    • Day

      Wednesday
    • Time

      6:00PM-9:30PM
      • Online
    • Format

      Online
      • Online
    • Sessions

      13
    • Faculty

      Novick, David
    • Location

      Instructor Led
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    • Section

      2
    • Semester

      Spring 2024
    • Date

      Jan 31 - Apr 24
    • Day

      Wednesday
    • Time

      6:00PM-9:30PM
      • In-Person
    • Format

      In-Person
      • In-Person
    • Sessions

      13
    • Faculty

      Novick, David
    • Location

      Midtown Center
    Tuition $990