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.

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READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
Hybrid (In-Person)
Hybrid (Remote)
Starting at $855.00
As few as 11 weeks
4.0
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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.

Summer 2023 Schedule

Date & Time
Details
Format
 
-
Thursday 6:30PM - 8:30PM PT
Available
See Details
Instructor: Helen Zhao
392883
Fee:
$855.00
Hybrid (In-Person)format icon
Location: UCLA Extension Gayley Center in Westwood , Remote Classroom
Updating...
ENROLL BY: Jun 29, 2023
See Details
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after July 12, 2023
Course Requirements
Book: Insurance Planning (7th) by Rejda
Money Education
ISBN 9781946711311
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Thu Jun 29, 2023
6:30PM PT - 8:30PM PT
UCLA Extension Gayley Center in Westwood
UCLA Extension Gayley Center 114B
Lecture
Thu Jul 6, 2023
6:30PM PT - 8:30PM PT
UCLA Extension Gayley Center in Westwood
UCLA Extension Gayley Center 114B
Lecture
Thu Jul 13, 2023
6:30PM PT - 8:30PM PT
UCLA Extension Gayley Center in Westwood
UCLA Extension Gayley Center 114B
Lecture
Thu Jul 20, 2023
6:30PM PT - 8:30PM PT
UCLA Extension Gayley Center in Westwood
UCLA Extension Gayley Center 114B
Lecture
Thu Jul 27, 2023
6:30PM PT - 8:30PM PT
UCLA Extension Gayley Center in Westwood
UCLA Extension Gayley Center 114B
Online
Thu Aug 3, 2023
6:30PM PT - 8:30PM PT
Remote Classroom
Online
Thu Aug 10, 2023
6:30PM PT - 8:30PM PT
Remote Classroom
Online
Thu Aug 17, 2023
6:30PM PT - 8:30PM PT
Remote Classroom
Online
Thu Aug 24, 2023
6:30PM PT - 8:30PM PT
Remote Classroom
Online
Thu Aug 31, 2023
6:30PM PT - 8:30PM PT
Remote Classroom
Online
Thu Sep 7, 2023
6:30PM PT - 8:30PM PT
Remote Classroom

Fall 2023 Schedule

Date & Time
Details
Format
 
-
Tuesday 6:00PM - 9:00PM PT
Future Offering (Opens July 31, 2023 12:00:00 AM)
See Details
Instructor: Lovett Goode
394014
Fee:
$855.00
Hybrid (Remote)format icon
Location: Remote Classroom
Updating...
See Details
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after October 09, 2023
Course Requirements
Book: Insurance Planning (7th) by Dalton
Money Education
ISBN 9781946711311
Course Syllabus
Schedule
Type
Date
Time
Location
Lecture
Tue Sep 26, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Oct 3, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Oct 10, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Oct 17, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Oct 24, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Oct 31, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Nov 7, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Nov 14, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Nov 28, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Dec 5, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Dec 12, 2023
6:00PM PT - 9:00PM PT
Remote Classroom

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
phone-icon 310-206-7247
phone-icon fmpcertificate@uclaextension.edu

This course applies towards the following certificates & specializations…

Personal Financial Planning
Female financial advisor working with couple in home
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