Insurance and Risk Management Planning Online
Insurance and Risk Management Planning
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.
A 1980 graduate of Troy University in Alabama, Gary Parsons has been helping clients pursue their lifelong financial objectives since 1983. He joined the team at Waddell & Reed in 2014.
Along with his work as a Financial Advisor, Gary writes a financial planning column for the Tallahassee Democrat newspaper. He holds the Chartered Life Underwriter® and the Certified Financial Planner™ designation. In his thirty years of experience, he has worked with hundreds of families.
Gary has three sons and a grandson, of whom he is very proud. His hobbies include an appreciation for the arts, and athletic events including triathlons and endurance running. As anyone who knows Gary will tell you, he also has a wry sense of humor and an easy-going good-natured demeanor.
He can be reached at firstname.lastname@example.org to discuss ways he can work with you on your financial future.
Textbooks and Calculator
Fundamentals of Insurance Planning, 6th Edition
Authors: Kevin M Lynch & Glenn E. Stevick
Publisher: The American College of Financial Services
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.
Browser (most recent version): Firefox, Google Chrome or Safari.
January 19 – April 1, 2018