Courses

  • FINC-5133 Risk Management

    This course studies the tools and skills needed in assisting clients to prepare risk assessment of insurance needs and financial investing. Course objectives correspond to the CFP body of knowledge requirements. Topics covered include: Principles of Insurance; Analysis and Evaluation of Risk Exposure; Legal Aspect of Insurance; Insurance Coverage for Property and Casualty; Health, Life Disability Income; and Long-Term Care. Other topics cover Insurance Policy Selection and Policy Ownership Issues.