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
Remote
Starting at $765.00
As few as 11 weeks
4.0
3.3
View Course Options

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 2022 Schedule

Date & Time
Details
Format
 
-
Thursday 6:00PM - 9:00PM PT
Future Offering (Opens November 01, 2021 12:00:00 AM)
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Instructor: Lovett Goode
384305
Fee:
$765.00
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Location: Online
Updating...
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Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after January 19, 2022
Course Requirements
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Online
Thu Jan 6, 2022
6:00PM PT - 9:00PM PT
Online
Online
Thu Jan 13, 2022
6:00PM PT - 9:00PM PT
Online
Online
Thu Jan 20, 2022
6:00PM PT - 9:00PM PT
Online
Online
Thu Jan 27, 2022
6:00PM PT - 9:00PM PT
Online
Online
Thu Feb 3, 2022
6:00PM PT - 9:00PM PT
Online
Online
Thu Feb 10, 2022
6:00PM PT - 9:00PM PT
Online
Online
Thu Feb 17, 2022
6:00PM PT - 9:00PM PT
Online
Online
Thu Feb 24, 2022
6:00PM PT - 9:00PM PT
Online
Online
Thu Mar 3, 2022
6:00PM PT - 9:00PM PT
Online
Online
Thu Mar 10, 2022
6:00PM PT - 9:00PM PT
Online
Online
Thu Mar 17, 2022
6:00PM PT - 9:00PM PT
Online

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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