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.

View Course Options
READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
Hybrid (Remote)
Starting at $795.00
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.

Summer 2022 Schedule

Date & Time
Details
Format
 
-
Tuesday 6:00PM - 8:00PM PT
Available
See Details
Instructor: Lovett Goode
387109
Fee:
$795.00
Hybrid (Remote)format icon
Location: Remote Classroom
Updating...
ENROLL BY: Jun 21, 2022
See Details
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after July 04, 2022
Course Requirements
Book: Insurance Planning (7th edition) by Rejda
Money Education
ISBN 9781946711311
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Tue Jun 21, 2022
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Tue Jun 28, 2022
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Tue Jul 5, 2022
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Tue Jul 12, 2022
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Tue Jul 19, 2022
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Tue Jul 26, 2022
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Tue Aug 2, 2022
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Tue Aug 9, 2022
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Tue Aug 16, 2022
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Tue Aug 23, 2022
6:00PM PT - 8:00PM PT
Remote Classroom
Lecture
Tue Aug 30, 2022
6:00PM PT - 8:00PM 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
Ready to start
your future?
By signing up, you agree to UCLA Extension’s Privacy Policy.

vector icon of building

Corporate Education

Learn how we can help your organization meet its professional development goals and corporate training needs.

Learn More

vector icon of building

Donate to UCLA Extension

Support our many efforts to reach communities in need.

Innovation Programs

Student Scholarships

Coding Boot Camp

Lifelong Learning