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Course Description

This online course presents the basics of the financial planning process, as well as the legal, ethical, and regulatory issues affecting financial planners. Time value of money concepts are also covered. The course continues with a discussion of the principles of risk management and insurance, identifying a client's risk exposure, and selecting appropriate risk management techniques. The in-depth curriculum, which includes the use of textbooks and study guides, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study. The major topics covered are: Introduction to the Financial Planning Process; Regulatory and Ethical Considerations for Financial Planners; Introduction to Time Value of Money; Introduction to the Insurance Industry and Introduction to Risk Management and Related Legal Issues; Introduction to Life Insurance and Annuities and The Life Insurance Selection Process; Disability Income and Long Term Care Insurance and Health Care Plans; and Property & Liability Insurance.

Course Outline

This online course presents the legal, ethical, and regulatory issues affecting financial planners and continues with a discussion of the principles of risk management and insurance.

Notes

Contact:
Philip Williams
pwilliams@unex.ucla.edu

Recommendations

A four year degree (any major) is recommended since this is a requirement for CFP Certification. Students should also have 3 year’s work experience in investment, banking, insurance or financial planning is recommended or 3-year’s experiences as a CPA®, Attorney, CFA®, CLU, or ChFC. A Series 7 license is also highly recommended. Financial Calculator HP10 (B2) or the HP10 (B2) (plus).
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Review Sections
Section Title
Financial Planning Process and Insurance
Type
Lecture
Days
T, Th
Time
3:00PM to 6:00PM
Dates
Sep 24, 2024 to Oct 17, 2024
Schedule and Location
View Details
Contact Hours
45.0
Location
  • Remote Classroom
Delivery Options
Live Online  
Course Fee(s)
Standard credit (4 units) $975.00
Available for Credit
4 units
Refund Request Deadline
Sep 26, 2024
Transfer Request Deadline
Sep 26, 2024
Withdrawal Request Deadline
Sep 22, 2022 to Oct 10, 2024
Instructors
Section Notes
Enrollment limited; Early enrollment advised; Enrollment prior to the first class required.

The University of California Los Angeles offers this program in partnership with Kaplan Professional, the leading provider of financial planning education and exam prep. Kaplan has helped more than 20,000 financial professionals earn their CFP® certification. The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.

Self-study may not be enough to succeed on the CFP® exam. Our outstanding instructors know the CFP® exam curriculum and how to prepare for the exam, and the live classroom setting provides the structure and focus you need. You will not only learn the material, but also how to apply it on exam day.

View below link for textbook information (or call direct 888-4504681 and select option 1).

Section Materials
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