CFP 302 - Risk Management & Insurance Planning

Online Course Modules to be developed for this course: 

• Principles of Insurance 

• Insurance Needs 

• Evaluation and Analysis of Risk Exposures 

• Legal Aspects of Insurance 

• Insurance Policy Selection 

• Insurance Company Selection 

• Property and Casualty Insurance 

• General Business Liability 

• Health Insurance 

• Disability Income Insurance 

• Long-Term Care Insurance 

• Life Insurance 

• Viatical Settlements 

• Taxation of Insurance

Prerequisites & Notes
Prerequisites & Notes
Sophomore status within student’s current baccalaureate program at home institution. 

(Students who have already completed a baccalaureate program, who are taking the course to complete a certificate, require CFP311 to satisfy this course requirement.)

Assignment Overview
For this 8-week course, students will engage in various weekly asynchronous activities on Brightspace (projects, videos, threaded discussions) and cooperative peer-project activities at a minimum of 6-hours weekly asynchronous engagement (48hrs). Students should expect to devote 12 additional hours per week reading, writing, collaborating, and preparing assignments for this 8-week accelerated course (96hrs).

Course Learning Objectives
Upon completion of this course, students are expected to be able to: 

•  Explain general concepts of risk management and assessment

•  Understand the concepts and uses of each principle personal line of insurance coverage

•  Understand the general concepts and uses of business insurance

•  Understand and calculate an individual’s or family’s insurance needs

•  Understand how to select the appropriate insurance policy and company for a client