This course provides a comprehensive examination of the general principles of risk management and insurance planning for individual and family clients. These topics constitute approximately seventeen percent of the principle knowledge topics tested on the CFP Certification Examination. The course first introduces students to the risk management and insurance planning process and working with clients to analyze and evaluate risk exposures. Second, the core insurance lines of coverage are explored in detail, including health, disability, long-term care, life, and personal property and casualty (homeowners’, personal auto policy, etc.) In addition, the student will learn to analyze an individual and family’s insurance needs, to select the most appropriate insurance policy and company, and to understand a business owner’s use of insurance to protect the business’ assets and future income. This course is only offered online and is offered through a course-sharing consortium agreement.
Declared Financial Planning major
