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Course Description

This course covers various aspects of life, disability, and medical insurance, including how insurance rates are developed, what types of contracts are to evaluate and compare insurance contracts. Students will learn about property and casualty insurance, including homeowners’, liability, and auto insurance. Other topics include business insurance and group insurance plans. Students will also learn how to recognize and protect their clients from exposures to risk, and how to conduct an insurance needs analysis.

 


Who should attend

Recent college graduates, career changers, retirees, and financial services professionals.


Prerequisites

 FP 101 Introduction to Financial Planning; may be taken concurrently with FP101

 

Applies Towards the Following Certificates

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Section Title
Financial Planning Risk Management
Type
Lecture
Days
Th
Time
6:00PM to 9:00PM
Dates
Jan 23, 2020 to Apr 02, 2020
Schedule and Location
Contact Hours
33.0
Delivery Options
Classroom  
Course Fee(s)
FP Tuition non-credit $945.00
Instructors
  • Mike Orentlich
Reading List / Textbook

Dalton- Insurance Planning 6th edition, ISBN: 978-1-946711-53-3.  

Textbooks for the Center for Professional Education are available at the BU Bookstore, 910 Commonwealth Bookstore.  You can also order them online at https://bu.bncollege.com/shop/bu/home

This book can be ordered from Money Education  888-295-6023  info@money-education.com

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