Certified Financial Planner – Insurance

Explore the principles of risk management and insurance including auto, home and fire.

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Course details

ceus icon CEUs 3.8

schedule icon Schedule Evenings, Weekends

location icon Location Online

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Registration details

Certified Financial Planner – Insurance

Explore the principles of risk management and insurance including auto, home and fire.

What you’ll be able to do — competencies

  • Identify the Principles of Risk and Insurance  
  • Analyze Insurance Policy and Company Selection  
  • Recognize Property, Casualty and Liability Insurance  
  • Identify the components of Health Insurance options  
  • Define Disability Income Insurance / Long-term care insurance  
  • Outline Life Insurance options for individual  
  • Define series of Income Taxation of Life Insurance  
  • Identify Business Uses of Insurance including Annuities 
  • Define Group Life and Disability Insurance  
  • Distinguish other employee benefits 

Course description

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The second module in the six-module series, this course is designed to acquaint students with the principles of risk management and various types of insurance including casualty, fire, health, life, auto, home and disability. The principles taught prepare students to identify a client’s risk exposure and select appropriate risk management techniques.  
 
While the class hours are noted as a total of 38, there are approximately 5 hours additional per week of outside reading/homework in addition to the class time with the instructors. 

Prerequisites

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  • Students should have acquired knowledge in accounting, financial calculator protocol, finance, and economics, through extensive job experience 
  • Students are presented with real world experiences along with curriculum 
  • Review student eligibility 

Syllabus

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Weekend 1:  

  • Lesson 1 lecture and quiz  
  • Lesson 2 lecture and quiz 
  • Lesson 3 lecture and quiz 
  • Lesson 4 lecture and quiz 

Weekend 2:  

  • Lesson 5 lecture and quiz 
  • Lesson 6 lecture and quiz 
  • Lesson 7 lecture and quiz 
  • Lesson 8 lecture and quiz 
  • Review building client information  

Weekend 3: 

  • Who will return for next class?  
  • Client information due  
  • Lesson 9 lecture and quiz   
  • Lesson 10 lecture and quiz 
  • Case 12 

Weekend 4:  

  • Exam review  
  • Final exam  
  • Retake  
  • Review of final exam  
  • Receive materials for next class 

Next available start dates

We aren’t currently offering this course, but we do update our course offerings on a regular basis. Please check back or browse our catalog for more courses that may be available now.

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