Financial Planning Process and Insurance

MGMT X 430.511

This online course presents the legal, ethical, and regulatory issues affecting financial planners and continues with a discussion of the principles of risk management and insurance.

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What you can learn.

Apply a client-centered, problem-solving methodology to the Financial Planning Process
Learn to identify a client’s risk exposure and select appropriate risk management techniques
Be introduced to life insurance and annuities, to the life insurance selection process, disability income and long term care insurance, health care, property and liability Insurance

About this course:

This online course presents the basics of the financial planning process, as well as the legal, ethical, and regulatory issues affecting financial planners. Time value of money concepts are also covered. The course continues with a discussion of the principles of risk management and insurance, identifying a client's risk exposure, and selecting appropriate risk management techniques. The in-depth curriculum, which includes the use of textbooks and study guides, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study. The major topics covered are: Introduction to the Financial Planning Process; Regulatory and Ethical Considerations for Financial Planners; Introduction to Time Value of Money; Introduction to the Insurance Industry and Introduction to Risk Management and Related Legal Issues; Introduction to Life Insurance and Annuities and The Life Insurance Selection Process; Disability Income and Long Term Care Insurance and Health Care Plans; and Property & Liability Insurance.

Winter 2025 Schedule

February 4 - February 27

Tuesday, Thursday 3:00PM - 6:00PM PT

Available

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Instructor: Linda Hewitt

401465

Fee:

$975.00

Live Online

Location: Remote Classroom

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Notes

Enrollment limited; Early enrollment advised; Enrollment prior to the first class required.

The University of California Los Angeles offers this program in partnership with Kaplan Professional, the leading provider of financial planning education and exam prep. Kaplan has helped more than 20,000 financial professionals earn their CFP^® certification. The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.

Self-study may not be enough to succeed on the CFP^® exam. Our outstanding instructors know the CFP^® exam curriculum and how to prepare for the exam, and the live classroom setting provides the structure and focus you need. You will not only learn the material, but also how to apply it on exam day.

View below link for textbook information (or call direct 888-4504681 and select option 1).

Refund Deadline

No refunds after February 06, 2025

Course Requirements

Course Textbook - General Financial Planning, Principles, Professional Conduct, and Regulation and Risk Management, Insurance, and Employee Benefits Planning 2022

Course syllabus not yet available.

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