Loading...

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.. 

Loading...
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
Available for Credit
0 to 3 units
CEUs
3 CEUs
Reading List / Textbook

All required texts are listed below.

To order your books, please use the BU Bookstore.  
 
- Start on the “Find Course Materials” page
- Select Spring '25 On Campus from the Term menu

  • Please note: You must select Spring '25 On Campus even though your course is online and begins during the fall term. This is how the BU Bookstore lists CPE courses

- Select CPE FP from the Department menu  

  • This menu is alphabetical. CPE is directly below COM

- Select 102 in the Course menu
- Select OL in the Section menu
- Click Retrieve Materials

Section Notes

This class ends on March 31, 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
Required fields are indicated by .