BAF-CFE8002 - CFP - Insurance Planning

Course Description

Understand the importance of insurance when it comes to financial planning. In this course, you will grasp basic concepts in risk management and the various types of insurance, such as property, casualty, life, health, disability and long-term care.

Course Outline

1. Introduction to Insurance
2. Characteristics of Insurance
3. Health Insurance
4. Life Insurance
5. Disability Insurance
6. Long Term Care Insurance
7. Annuities
8. Property & Liability Insurance
9. Credit Protection
10. Social Security

Learner Outcomes

Upon completion, students will be able to evaluate the client's portfolio and determine the appropriate policies best suited to meet the client's needs.

Notes

Method of Instruction: Lecture

Textbooks: Available for purchase here

Evaluation: Final Examination-There will be a final exam at the conclusion of each module.  A minimum grade of 75% must be earned on all exams that are administered as part of the program. Students scoring 60% or higher on a final exam will be allowed one opportunity to retake the exam in an attempt to achieve a passing grade for that course module.  Students who score 60% on a final are required to retake the module the next time it is offered.