Insurance in Personal Financial Planning
Insurance in Personal Financial Planning
MGMT X 430.35
This course analyzes fundamental insurance principles and the role insurance plays in financial and estate planning.
Typically Available
Fall
Winter
Spring
Summer
Duration
As few as 11 weeks
Units
4.0
Current Formats
Live Online
Hybrid
Cost
Starting at $855.00
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What you can learn.
What you can learn.
Receive Instruction in life, health, property, casualty, and liability insurance
Learn to integrate personal and capital insurance needs into a comprehensive financial plan
About This Course
This course analyzes fundamental insurance principles and approaches to insurance needs. Instruction covers life, health, property, casualty and liability insurance, as well as the role insurance plays in financial and estate planning. You learn to integrate personal and capital insurance needs into a comprehensive financial plan.
Prerequisites
MGMT X 430.31 Survey of Personal Financial Planning, MGMT X 430.391 Financial Analysis in Personal Financial Planning or consent of instructor.
Winter 2026 Schedule
Date
Details
Format
-
Tuesday 6:30PM - 9:30PM PT
Live Online
Remote Classroom
Notes
Enrollment limited. Materials required.
Deadline
Refunds only available from November 03, 2025 to January 18, 2026
Course Requirements
Book:
Insurance Planning (7th)
by Dalton
Money Education
ISBN 9781946711311
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Tue Jan 6, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Jan 13, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Jan 20, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Jan 27, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Feb 3, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Feb 10, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Feb 17, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Feb 24, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Mar 3, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Mar 10, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Mar 17, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
Spring 2026 Schedule
Date
Details
Format
-
Tuesday 6:30PM - 9:30PM PT
Hybrid
UCLA Extension Lindbrook Center in Westwood
Remote Classroom
Notes
Enrollment limited. Materials required.
This hybrid section is made up of In Person and Online instruction.
International Students: This hybrid section is considered In Person for immigration purposes.
Deadline
Refunds only available from February 02, 2026 to April 12, 2026
Course Requirements
Book:
Insurance Planning (7th)
by Dalton
Money Education
ISBN 9781946711311
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Tue Mar 31, 2026
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center
UCLA Extension Lindbrook Center
Lecture
Tue Apr 7, 2026
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center
UCLA Extension Lindbrook Center
Lecture
Tue Apr 14, 2026
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center
UCLA Extension Lindbrook Center
Lecture
Tue Apr 21, 2026
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center
UCLA Extension Lindbrook Center
Lecture
Tue Apr 28, 2026
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center
UCLA Extension Lindbrook Center
Lecture
Tue May 5, 2026
6:30PM PT - 9:30PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center
UCLA Extension Lindbrook Center
Lecture
Tue May 12, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue May 19, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue May 26, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Jun 2, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Jun 9, 2026
6:30PM PT - 9:30PM PT
Remote Classroom
This course applies toward the following programs
Personal Financial Planning
certificate
certificate
Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.
Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.