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Course Description

Insurance and Risk Management explores the financial risks that individuals and businesses face and how they can manage these risks, including the utilization of insurance solutions. Students will be exposed to the purpose, structure and coverage options of the following types of insurance: health, disability, long-term care, life, property and casualty, and more. This course also reviews the taxation of insurance benefits and how taxation should affect a financial planner’s decision to recommend insurance solutions under certain circumstances. After completing the course, students will be able to determine a client’s risk exposure and develop a comprehensive insurance and risk management plan for his client based on the client’s goals and objectives.

Prerequisites

Applies Towards the Following Certificates

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Enroll Now - Select a Section
Section Title
Insurance & Risk Management
Type
Discussion
Days
M
Time
6:00PM to 9:30PM
Dates
Jun 24, 2024 to Sep 09, 2024
Schedule and Location
View Details
Contact Hours
38.5
Location
Delivery Options
In Person  
Course Fee(s)
Priority Rate non-credit $775.00
CEUs
3.85 CEUs
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