Insurance Planning and Risk Management Online

Contact Information: Amanda Smith

Covers topics #15 - #26 of CFP Board's Job Knowledge Requirements. Additionally, Employee Benefits Topics #27 - #30 are covered in this course (Employee Benefits #31 - #33 are covered in Retirement Planning).

This Insurance Planning course explores the fundamentals of risk management as an important element of individual and corporate financial plans. Insurance topics including life, annuities, health, disability, long-term care, homeowners, auto, and social insurance are discussed in detail. Also included is an extended discussion on the professional liability of a financial planner. Employee Benefits Planning includes group medical, disability, and life insurance, cafeteria plans and flexible spending accounts, as well as employer/employee insurance arrangements such as buy/sell plans.

Learn more about the Certificate in Financial Planning Program.