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Course Description

This course provides students with an understanding of risk management and the tools and techniques available to minimize exposure to risk. You will learn how to conduct an insurance needs analysis for clients and evaluate insurance contracts for life, disability, long-term care, and health insurance. The course also covers how insurance rates are developed, what types of contracts are available, how to read insurance proposals, and how life insurance is used in financial planning. Students also learn about property and casualty insurance, including homeowners’, liability, and auto insurance. Other topics include group life and health insurance plans, business uses of insurance, and annuities.  

Modules included in this course:  

  • Principles of Insurance 

  • Insurance Needs and Evaluating Risk Exposures  

  • Insurance Contracts  

  • Business Uses of Insurance  

  • Insurance Policy and Company Selection 

  • Property and Casualty Insurance  

  • Liability Insurance  

  • Health Insurance  

  • Disability Income Insurance  

  • Long-Term Care Insurance  

  • Life Insurance  

  • Annuities  

  • Taxation of Insurance  

To inquire about Boston University’s Online Financial Planning Program, including upcoming course schedules and registration, please contact our education partners at AllCampus by calling 857-366-9338..

Link to list of textbooks 

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Enroll Now - Select a section to enroll in
Section Title
Financial Planning Risk Management
Contact Hours
30.0
Delivery Options
Self-paced Online  
Course Fee(s)
FP Tuition non-credit $695.00 Click here to get more information
Potential Discount(s)
Available for Credit
0 to 3 units
CEUs
3 CEUs
Reading List / Textbook

To order your books for OLFP102 Financial Planning Risk Management, link to the publisher.

As a BU CPE student, you will receive a discount code for 10% on your enrollment receipt for this publisher.  You can apply this discount when you purchase the book directly from the publisher at check out.

Section Notes

This class ends on June 30, 2025.

At the end of your class, follow the directions as outlined in Next Steps in Blackboard, including getting your grade, and enrolling in your next class.  At the end of your class, follow the directions as outlined in Next Steps in Blackboard, including getting your grade, and enrolling in your next class.  If you need extra time, you can purchase a one-time extension.

Section Materials
  • Calculator (Mandatory) HP 12C Financial Programmable Calculator
  • Textbook (Mandatory) Insurance Planning by Michael A. Dalton, James F. Dalton, Joseph M. Gillice, and Thomas P. Langdon 7 edition ISBN 978-1946711311
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