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)
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.

Fall 2022 Schedule

Date & Time
Details
Format
 
-
Tuesday 7:00PM - 9:00PM PT
Enrollment Closed
See Details
Instructor: Helen Zhao
388571
Fee:
$795.00
Hybrid (Remote)format icon
Location: Remote Classroom
Updating...
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Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after October 03, 2022
Course Requirements
Book: Insurance Planning (7th) by Dalton
Money Education
ISBN 9781946711311
Course Syllabus
Schedule
Type
Date
Time
Location
Lecture
Tue Sep 20, 2022
7:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Sep 27, 2022
7:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Oct 4, 2022
7:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Oct 11, 2022
7:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Oct 18, 2022
7:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Oct 25, 2022
7:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Nov 1, 2022
7:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Nov 8, 2022
7:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Nov 15, 2022
7:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Nov 22, 2022
7:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Nov 29, 2022
7:00PM 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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