FINA 2209 - Risk Management and Insurance

4.5 Credits

Students engage in the study of Risk Management and Insurance as required for the education component of the CFP Board. Students analyze financial risk and the preservation of personal assets. Emphasis is on the risk management process with a primary focus on various lines of insurance (life, health, disability, long-term care, homeowners, auto, and liability).

(CFP Board Approved Course Description)

Lecture Hours: 4.5
Lab Hours: 0.0
Internship Hours: 0.0
Clinical or Practicum Hours: 0.0

Course Objectives
(CFP Board Approved Course Objectives)

Identify the principle concepts of risk, risk management and insurance and evaluate risk exposures.
Identify tools and techniques utilized when selecting insurance policies and companies.
Analyze and demonstrate a comprehensive understanding of the characteristics, purpose, and use of health insurance.
Analyze and demonstrate a comprehensive understanding of the characteristics, purpose, and use of disability income insurance.
Analyze and demonstrate a comprehensive understanding of the characteristics, purpose, and use of long-term care insurance
Analyze and demonstrate a comprehensive understanding of the characteristics, purpose, and use of individual annuities.
Analyze and demonstrate a comprehensive understanding of the characteristics, purpose, and use of individual and business life insurance.
Analyze and demonstrate a comprehensive understanding of the characteristics, purpose, and use of property, casualty, and liability insurance for the individual and business owner.
Analyze and demonstrate a comprehensive understanding of the characteristics, purpose, and use of Social Security insurance for the individual.
Develop a financial plan for Insurance

(CFP Board Approved Course Objectives)

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