2025 Spring: 436 Insurance Planning

NOTE: This course starts on January 13 and ends on May 12. 

The principles taught in this course prepare students to identify a client's risk exposure and select appropriate risk management techniques. The curriculum aligns with the CFP Board's recommended topics and emphasizes insurance planning for individuals, families, and small businesses. Students will learn how to conduct an insurance needs analysis for clients and evaluate insurance contracts for life, disability, long-term care, and health insurance.