Course Description

This course provides students with an understanding of risk management and the tools and techniques available to minimize exposures 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 MindMax, Inc. by calling 1-877-290-9005 or by visiting their website at financialplanningonline.bu.edu.


Thank you for your interest in this course and our programs.

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