Insurance in Personal Financial Planning

Average rating: Rating: 4.5/5

MGMNT X 430.35

4.00 units

Reg. # Status Location Start Date Qtr/Yr Through 2/28 After 2/28
264114W Open WestwoodWestwood: 214 Extension Lindbrook Center 10920 Lindbrook Dr
3/28/2016 SP 16 $559 $615 Add to Cart

34 hours of MCLE credit available; 36 hours of California Department of Insurance Continuing Education credit available.

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.

Prerequisite: X 430.31 Survey of Personal Financial Planning, X 430.391 Financial Analysis in Personal Financial Planning, or consent of instructor.

Required course in Personal Financial Planning Certificate.

(no mtg 5/30; 1 mtg to be arranged)

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