Loading...

Course Description

This course analyzes fundamental insurance principles and approaches to insurance needs. Instruction covers life, health, property, casualty and liability insurance, as well as the role insurance plays in financial and estate planning. You learn to integrate personal and capital insurance needs into a comprehensive financial plan.

Course Outline

This course analyzes fundamental insurance principles and the role insurance plays in financial and estate planning.

Notes

Contact:
Philip Williams
pwilliams@unex.ucla.edu

Prerequisites

MGMT X 430.31 Survey of Personal Financial Planning, MGMT X 430.391 Financial Analysis in Personal Financial Planning or consent of instructor.
Loading...
Review Sections
Section Title
Insurance in Personal Financial Planning
Type
Lecture
Days
Sa
Time
9:30AM to 12:30PM
Dates
Jun 29, 2024 to Sep 07, 2024
Schedule and Location
Contact Hours
33.0
Location
  • Remote Classroom
Delivery Options
Course Fee(s)
Standard credit (4 units) $855.00
Available for Credit
4 units
Refund Request Deadline
Jul 12, 2024
Transfer Request Deadline
Jul 12, 2024
Withdrawal Request Deadline
Jul 13, 2024 to Sep 07, 2024
Instructors
Section Notes

Enrollment limited. Materials required.

Section Materials
  • Book (Mandatory) Insurance Planning (7th) by Dalton Money Education 7th edition ISBN 9781946711311
  • (Mandatory) Course syllabus not yet available.
Required fields are indicated by .