Insurance and Risk Management Planning Online

Insurance and Risk Management Planning
Online Course

This course explores the fundamentals of risk management as an important element of individual and corporate financial plans. Specific insurance topics are discussed in detail, as well as an extended discussion on the professional liability of a financial planner. The course will span eleven weeks. Part 1 introduces the student to Risk Management, contracts, Insurance Company operations, Insurance contract analysis, Life Insurance and Annuities, and Social programs. Part 2 covers Health Insurance including Medical, Disability, and Long-term Care, Property insurance, Liability insurance, Automobile Insurance, and insurance for the small business. We will also look at an integrated case study, which will be introduced during week 4 and will follow a fictional family through all their insurance planning decisions as we progress through the weeks of the course.

Covers the CFP Board’s Principal Knowledge Topics D.22 – 32.
*We advise that you allow at least 10 hours per week per course for adequate course preparation.


James Lee was first involved in Florida State University’s Certificate in Financial Planning Program as an instructor for the traditional Insurance Planning classroom course in Pensacola, and has been the instructor for this online course since the online program’s inception in 1997. A graduate of the University of Florida, Jim has spent the past 40+ years in Insurance and Risk Management, first at the company level, then as principal of Lee Insurance Agency, and now as a consultant and instructor in Insurance. In addition to this FSU course, Jim is also a State of Florida certified instructor for agent pre-licensing courses in property and casualty insurance and life insurance and continuing education in both, and also instructor for the state’s Accredited Claims Adjuster professional designation. Jim’s area of specialization has been risk management in the personal, commercial and governmental arenas. He is frequently called upon to serve as an expert witness in cases involving insurance litigation and has been selected as mediator/umpire in numerous property insurance disputes throughout the state.

Textbooks and Calculator

Fundamentals of Insurance Planning, 6th Edition
Authors: Kevin M Lynch & Glenn E. Stevick
Publisher: The American College of Financial Services
ISBN: 978-1-58293-234-7
Order online with the publisher The American College of Financial Services

Supplemental Materials Notice

Depending on the source, you may have an option to purchase supplemental materials for this textbook. You do not need these materials for the course.


While there are no special degree requirements to participate in the FSU Certificate in Financial Planning program, the level of instruction is that of an upper-division college course. A bachelor’s degree is a condition of CFP® certification, although not a requirement to be able to sit for the Certification Examination.

We strongly recommend that students complete Introduction to Financial Planning prior to taking this course.

Basic computer literacy including: the ability to connect to the Internet and navigate the web using search engines and links, the ability to use online communication tools including email and discussion boards, the ability to send and receive email attachments, and the ability to navigate software including saving and opening files to and from specific locations.

Technical Requirements

Browser (most recent version): Firefox, Google Chrome or Safari.



Now Registering For:
May 5 – July 23, 2017
(Section 58)

Register Now
Course introduction by James Lee