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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.

Effective Fall 2017, students wishing to enroll in any of the Financial Planning courses must pursue the Diploma in Financial Planning. Please visit the Diploma in Financial Planning page for more information on applying for the diploma program and enrolling in courses.

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.