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. Participants learn to integrate personal and capital insurance needs into a comprehensive financial plan. For technical requirements click here.
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 the Personal Financial Planning Certificate.