Insurance in Personal Financial Planning

MGMT X 430.35

This course analyzes fundamental insurance principles and the role insurance plays in financial and estate planning.

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READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
Hybrid
Starting at $855.00
As few as 11 weeks
4.0
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What you can learn.

  • Receive Instruction in life, health, property, casualty, and liability insurance
  • Learn to integrate personal and capital insurance needs into a comprehensive financial plan

About this course:

This course analyzes fundamental insurance principles and approaches to insurance needs. Instruction covers life, health, property, casualty and liability insurance, as well as the role insurance plays in financial and estate planning. You learn to integrate personal and capital insurance needs into a comprehensive financial plan.
Prerequisites
MGMT X 430.31 Survey of Personal Financial Planning, MGMT X 430.391 Financial Analysis in Personal Financial Planning or consent of instructor.

Spring 2025 Schedule

Date & Time
Details
Format
 
-
Thursday 6:30PM - 9:30PM PT
Available
See Details
Instructor: Lovett Goode
402496
Fee:
$855.00
Hybridformat icon
Location: UCLA , Remote Classroom
Enroll
See Details
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after April 13, 2025
Course Requirements
Book: Insurance Planning (7th) by Dalton
Money Education
ISBN 9781946711311
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Discussion
Thu Apr 3, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Discussion
Thu Apr 10, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Discussion
Thu Apr 17, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Discussion
Thu Apr 24, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Discussion
Thu May 1, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Thu May 8, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Thu May 15, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Thu May 22, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Thu May 29, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Thu Jun 5, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Thu Jun 12, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170

Summer 2025 Schedule

Date & Time
Details
Format
 
-
Saturday 9:30AM - 12:30PM PT
Future Offering (Opens April 28, 2025 12:00:00 AM)
See Details
Instructor: Helen Zhao
403784
Fee:
$855.00
Hybridformat icon
Location: UCLA , Remote Classroom
Future Offering (Opens April 28, 2025 12:00:00 AM)
See Details
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after July 06, 2025
Course Requirements
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Sat Jun 28, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall
Lecture
Sat Jul 5, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall
Lecture
Sat Jul 12, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall
Lecture
Sat Jul 19, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall
Lecture
Sat Jul 26, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall
Lecture
Sat Aug 2, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall
Discussion
Sat Aug 9, 2025
9:30AM PT - 12:30PM PT
Remote Classroom
Discussion
Sat Aug 16, 2025
9:30AM PT - 12:30PM PT
Remote Classroom
Discussion
Sat Aug 23, 2025
9:30AM PT - 12:30PM PT
Remote Classroom
Discussion
Sat Aug 30, 2025
9:30AM PT - 12:30PM PT
Remote Classroom
Discussion
Sat Sep 6, 2025
9:30AM PT - 12:30PM PT
Remote Classroom

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
phone-icon 310-206-7247
phone-icon fmpcertificate@uclaextension.edu

This course applies towards the following certificates & specializations…

Personal Financial Planning
Female financial advisor working with couple in home
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