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Financial Planning Process & Insurance - CFP Module I

 

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Overview

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.

Price

Tuition Included
$1,195 On-site Classroom Instruction;
College for Financial Planning Course Materials;
Testing Fees for Financial Planning's Electronic Competency Examination;
Blackboard Managed Hosting Platform -
  • Students will be administered Practice Tests, which they will be required to take for discussion and review in class.
  • Discussion Boards - students will be required to participate in weekly discussions, whereby they will be required to post their response to the Question posed by the Instructor and respond to two other classmates within the weekly discussion.
  • Student will be able to contact the Instructor through Blackboard to answer any questions and ask for assistance when outside the classroom environment.


* Discounts available - click here for more information.

Registration

Session Dates
Session Time
 Location Register for Session
July 29 - September 30, 2014
Tuesday Evenings
6:00 p.m. - 9:30 p.m.
 Columbia, MD

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

Contact

E-mail info@umbctrainingcenters.com or call (443) 692-6599:
  • if you have any questions about this course,
  • to be notified when this course and any closely related courses are scheduled for open enrollment,
  • to request a quote for group training at your location or ours.