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)
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.

Fall 2023 Schedule

Date & Time
Details
Format
 
-
Tuesday 6:00PM - 9:00PM PT
Available
See Details
Instructor: Lovett Goode
394014
Fee:
$855.00
Hybrid (Remote)format icon
Location: Remote Classroom
Updating...
ENROLL BY: Sep 26, 2023
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 not yet available.
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

Winter 2024 Schedule

Date & Time
Details
Format
 
-
Tuesday 6:00PM - 9:00PM PT
Future Offering (Opens November 06, 2023 12:00:00 AM)
See Details
Instructor: Lovett Goode
395405
Fee:
$855.00
Remoteformat icon
Location: Remote Classroom
Updating...
See Details
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after January 22, 2024
Course Requirements
Book: Insurance Planning (7th) by Dalton
Money Education
ISBN 9781946711311
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Tue Jan 9, 2024
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Jan 16, 2024
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Jan 23, 2024
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Jan 30, 2024
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Feb 6, 2024
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Feb 13, 2024
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Feb 20, 2024
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Feb 27, 2024
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Mar 5, 2024
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Mar 12, 2024
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Mar 19, 2024
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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