FP 2: Financial Planning Process and Insurance
Review basic financial planning principles, and become familiar with the concepts of risk management. Topics include risk exposure identification, legal aspects of insurance, insurance policy analysis, and employee benefits. Gain practical knowledge of the types of life insurance policies along with life insurance needs analysis, property and casualty insurance, medical and disability insurance, and Social Security benefits. Two classes are devoted to the use of the financial calculator.
You'll Walk Away with
- Practical knowledge of the types of life insurance policies
- Knowledge of life insurance needs analysis, property and casualty insurance, medical and disability insurance, and Social Security benefits
Ideal for
- Students interested in satisfying the educational requirements to sit for the CFP® Certification Examination
- Students interested in a career in financial planning
2 sections
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Summer 2025
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Section
001 -
Semester
Summer 2025 -
Date
May 21 - Aug 13 -
Day
Wednesday -
Time
6:00PM-9:30PM -
Sessions
13 -
Faculty
Novick, David -
Location
Instructor Led
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Fall 2025
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Section
001 -
Semester
Fall 2025 -
Date
Sep 10 - Dec 10 -
Day
Wednesday -
Time
6:00PM-9:30PM -
Sessions
13 -
Faculty
TBA -
Location
Midtown Center
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Section
3 -
Semester
Spring 2025 -
Date
Jan 29 - Apr 23 -
Day
Wednesday -
Time
6:00PM-9:30PM -
Sessions
13 -
Faculty
Novick, David -
Location
Midtown Center
Tuition $990 -