Oct 13, 2019  
2019-2020 Catalog 
    
2019-2020 Catalog

FI 483 Risk Management and Insurance Planning


3 unit(s)
Explores personal risk analysis and insurance planning in the context of personal financial planning. Topics include career issues; contractual and agency legal issues; insurance distribution systems (including Internet); evaluating insurers; personal risk assessment; risk strategies; alternative risk transfer approaches; life insurance programming and product analysis; key-person insurance; business continuation applications; life insurance use in income and estate tax planning; applicability of other insurance products (e.g., health, disability, general liability, property and casualty); HMOs, group insurance plans; workers compensation; relevant aspects of social security; negligence issues; errors and omissions policies; and professional ethics. Satisfies part of the educational requirements to sit for the CFP®examination. Corequisite(s): FI 420  (or FI 160 ) or consent of the department.*


View the Fall 2019 course schedules: