Loading...

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

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.

 

Prerequisites

CFP Certification Process Education Requirement

Attain a comprehensive overview of the financial planning process. Understand the roles and responsibilities of a financial planner and gain the analytical skills to aid in fiduciary decision making. You will learn communication techniques, risk tolerance, time-value-of-money, regulatory issues and various financial planning applications.
Loading...
Enroll Now - Select a section to enroll in
Section Title
CFP - Insurance Planning
FIS ID
341437
Type
Online, Synchronous
Days
T, Th
Time
6:00PM to 9:00PM
Dates
Apr 15, 2025 to May 27, 2025
Schedule and Location
View Details
Contact Hours
39.0
Location
  • Central Campus / CPCC
Delivery Options
CLASS  
Course Fee(s)
Reg fee 25-50 hours non-credit $125.00
Additional Fee(s)
TECH Fee $5.00 Mandatory
CEUs
3.9 CEUs
Drop Request Deadline
Apr 14, 2025
Transfer Request Deadline
Apr 15, 2025
Instructors
  • Angela Bellamy
Section Notes

Insurance Planning is the second module towards the Certified Financial Planner designation. Textbook is required.

Prerequisite Fundamentals of Financial Planning

To become a CFP there are seven modules you will have to complete, which will take a year to do, CFP Board Education Requirements. 

  1. CFE 8001 Fundamentals of Financial Planning (Spring) 
  2. CFE 8002 Insurance Planning (Spring) 
  3. CFE 8003 Investment Planning (Summer) 
  4. CFE 8004 Tax Planning (Fall) 
  5. CFE 8005 Retirement Planning (Fall) 
  6. CFE 8006 Estate Planning (Spring) 
  7. CFE 8007 Financial Plan Development Course (Spring) 

There is the Wells Fargo Scholarship which is a partial scholarship that would go towards your tuition and fees. Once our department receives your application, we will send you an email letting you know if you received the scholarship. Wells Fargo Scholarship for Financial Services Careers.

The Wells Fargo Scholarship for Financial Services Careers has been established to provide scholarship assistance to deserving Central Piedmont students interested in gaining employment in the financial services industry. The endowment was created by a gift from Wells Fargo to attract and retain students in the banking and financial planning disciplines. Scholarships are available for the following programs: Banking Services Certificate Certified Financial Planner (CFP®) Certified Professional Bookkeeper Financial Analyst Securities Industry Essentials (SIE) Exam Preparation Course Scholarship funds may be used to pay for tuition and fees. Apply Now Have Questions or Need Assistance? Email Karen.Cruz@cpcc.edu or contact Continuing Education Customer Service at 704-330-4223. www.cpcc.edu 

Section Materials
  • (Mandatory)
Required fields are indicated by .