Financial Planning Process & Insurance

The course begins with a presentation of the basics that will form the foundation of knowledge you need as a working financial services professional. The financial planning process, as well as the legal, ethical, and regulatory issues affecting financial planners, and time value of money concepts are covered. The course continues with a discussion of the principles of risk management and insurance, allowing you to identify a client’s risk exposure and select appropriate risk management techniques.

Topics

  1. Introduction to the Financial Planning Process
  2. Regulatory & Ethical Considerations for Financial Planners
  3. Introduction to the Time Value of Money
  4. Introduction to the Insurance Industry
  5. Introduction to Risk Management & Related Legal Issues
  6. The Life Insurance Selection Process
  7. Health Care Plans
  8. Disability Income & Long-Term Care
  9. Insurance Property & Liability Insurance

Please visit the College for Financial Planning website at www.cfp.net for more information on becoming certified.

Duration: 11 Weeks, 1 evening per week

Tuition: There are two tuition options for this program:

Option Tuition Included
Option 1 $1,195* Instruction, College for Financial Planning course materials and testing fees for the College for Financial Planning's electronic competency examination
Option 2 $1,305* Above plus the additional required text

Required Texts: Risk Management for Financial Planners, current edition by Chandler, Darlene K. et al;
                          Tools & Techniques of Life Insurance Planning, current edition by Leimberg, Stephan R. et al.

Location: UMBC Training Centers, South Campus, 1442 S. Rolling Road, Baltimore, MD 21227

Date: September 9, 2008 – November 11, 2008 (Tuesday Evenings, 6:00 p.m. - 9:45 p.m.)

*Register online for this class before August 19, 2008, and receive a $50.00 reduction off the tuition price or mail in your registration paperwork before the deadline with your full payment to receive the reduced price as well.

Option 1 - $1,195.00 (Students must acquire their own required texts)

Option 2 - $1,305.00 (Required texts included)

Click here to download and complete the registration form to mail in or fax

Click here to request additional information or to be added to the interest list for this course