Course Detail

Risk Management FP102

Tuition: $945
Dates: 5/15/18 - 7/31/18
Location: Charles River Campus Boston, MA
Room Number: B?
Instructor: Orentlich
Register:
Meeting Times:
  • Tues. May 15, 2018  6-9 PM
  • Tues. May 22, 2018  6-9 PM
  • Tues. May 29, 2018  6-9 PM
  • Tues. Jun 05, 2018  6-9 PM
  • Tues. Jun 12, 2018  6-9 PM
  • Tues. Jun 19, 2018  6-9 PM
  • Tues. Jun 26, 2018  6-9 PM
  • Tues. Jul 03, 2018  6-9 PM
  • Tues. Jul 10, 2018  6-9 PM
  • Tues. Jul 24, 2018  6-9 PM
  • Tues. Jul 31, 2018  6-9 PM

Course Description

This course covers various aspects of life, disability, and medical insurance, including how insurance rates are developed, what types of contracts are to evaluate and compare insurance contracts. Students will learn about property and casualty insurance, including homeowners’, liability, and auto insurance. Other topics include business insurance and group insurance plans. Students will also learn how to recognize and protect their clients from exposures to risk, and how to conduct an insurance needs analysis.

 


Who should attend

Recent college graduates, career changers, retirees, and financial services professionals.


Prerequisites

 FP 101 Introduction to Financial Planning; may be taken concurrently with FP101

 

Prerequisites

FP 101

Scheduling Details

  • Fall, Spring, Summer

Textbooks and Class Materials

  • Dalton, J. F. (2017). Insurance planning (5th edition) Money Education. ISBN 978-1-946711-86-1

Please note that prices are subject to change.