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 (Remote)
Online
Starting at $795.00
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.

Winter 2023 Schedule

Date & Time
Details
Format
 
-
Wednesday 5:30PM - 8:30PM PT
Enrollment Closed
See Details
Instructor: Lovett Goode
389972
Fee:
$795.00
Hybrid (Remote)format icon
Location: Remote Classroom
Updating...
See Details
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after January 24, 2023
Course Requirements
Book: Insurance Planning (7th) by Dalton
Money Education
ISBN 9781946711311
Course Syllabus
Schedule
Type
Date
Time
Location
Lecture
Wed Jan 11, 2023
5:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Wed Jan 18, 2023
5:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Wed Jan 25, 2023
5:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Wed Feb 1, 2023
5:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Wed Feb 8, 2023
5:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Wed Feb 15, 2023
5:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Wed Feb 22, 2023
5:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Wed Mar 1, 2023
5:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Wed Mar 8, 2023
5:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Wed Mar 15, 2023
5:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Wed Mar 22, 2023
5:30PM PT - 8:30PM PT
Remote Classroom

Spring 2023 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Future Offering (Opens February 06, 2023 12:00:00 AM)
See Details
391429
Fee:
$820.00
Onlineformat icon
Updating...
See Details
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after April 07, 2023
Course Requirements
Book: Principles of Risk Management and Insurance by Rejda
Prentice Hall
ISBN 978-0134082578
Course Syllabus

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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