Online Course
Insurance and Risk Management Planning
Overview
This course explores the fundamentals of risk management as an important element of individual and corporate financial plans.
Part 1 introduces 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—along with property insurance, liability insurance, automobile insurance, and insurance for small businesses.
An integrated case study, introduced during week 4, follows a fictional family through insurance-planning decisions as the course progresses.
Covers the CFP Board’s Principal Knowledge Topics D.22–32.
Traditional Schedule
January & July
Fast Track
March & October
Prerequisites
Academic Preparation
There are no special degree requirements to participate in the FSU Certificate in Financial Planning program, although instruction is presented at the level of an upper-division college course.
A bachelor’s degree is a condition of CFP® certification, but it is not required in order to sit for the Certification Examination.
Students are strongly encouraged to complete Introduction to Financial Planning before taking this course.
Computer Skills
Students should have basic computer literacy, including the ability to:
- Connect to the internet and navigate the web.
- Use email and online discussion tools.
- Send and receive email attachments.
- Save, open, and manage files using common software.
Course Materials
Required Textbook
Insurance Planning — 8th Edition
Authors: Dalton, Dalton & Langdon
ISBN: 978-1-957511-66-5
Publisher: Money Education
FSU students receive a 20% publisher discount. The discount code is emailed with the Registration Confirmation after registration. Students needing the code before registration should contact the Program Director.
Supplemental materials: Some sellers may offer additional materials with the textbook; these are not required for the course.
Instructors
M. Kathryn (Kate) Clark, AIF®, CFP®, CPFA
Accredited Investment Fiduciary® · CERTIFIED FINANCIAL PLANNER® · Certified Plan Fiduciary Advisor®
Kate Clark is Managing Partner at Cypress Capital and has worked in the financial industry since 2007. Her experience includes positions with First Franklin Financial, AMB Wealth, and Barnes Capital Group before founding Cypress Capital in 2018.
She holds the AIF®, CPFA®, and CFP® designations, securities licenses, and insurance licenses covering variable and fixed life and annuity products, health insurance, and disability insurance. She earned a Bachelor of Science from the University of Florida and a Certificate of Financial Planning from Florida State University.
Kate has also served as a guest lecturer for FSU’s Retirement Planning Today Series and has been involved with organizations including the Community Foundation of North Florida, Gadsden Arts Center and Museum, LPL Financial Ambassador Council, Tallahassee Chamber of Commerce, and Leadership Tallahassee.
Erin McCarty, CPFA®, CFP®
Certified Plan Fiduciary Advisor® · CERTIFIED FINANCIAL PLANNER®
Erin McCarty is a Partner with Cypress Capital. She began her financial career in 2015 while pursuing a Finance degree at Florida State University and has worked with Stifel Financial, Morgan Stanley, and LPL Financial.
Erin holds a Bachelor of Science in Finance and a Certificate of Financial Planning from Florida State University. She has earned the CPFA® designation and is a CFP® professional, with securities and insurance licenses covering variable and fixed life and annuity products.
She is also active in the Tallahassee community and has volunteered with Big Brothers Big Sisters of the Big Bend since 2017.
Ready to Get Started?
Let us guide you toward your financial planning education and career goals.