:: Instructor-led Classes

Insurance and Risk Management

Course Details

Insurance and Risk Management explores the financial risks that individuals and businesses face and how they can manage these risks, including the utilization of insurance solutions. Students will be exposed to the purpose, structure, and coverage options of the following types of insurance: health, disability, long-term care, life, property and casualty, and more. This course also reviews the taxation of insurance benefits and how taxation should affect a financial planner's decision to recommend insurance solutions under certain circumstances. After completing the course, students will be able to determine a client's risk exposure and develop a comprehensive insurance and risk management plan for his client based on the client's goals and objectives. Insurance Professionals: Completing this class will earn you 28 of the continuing education credits required by the Texas Department of Insurance. *Additional registration fees do not apply to this program.* Return to the Financial Planning Certificate Program page.

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