FPLN440 - Risk Management & Insurance Planning

Description:
An introduction to the techniques and issues of risk management and insurance for businesses and individuals. Topics include legal principles in risk and insurance, insurance contracts, personal property and liability risk, life and health risks, social insurance, insurance companies and product markets, insurance pricing, insurance taxation, government regulation of insurance, and professional ethics and market conduct.

Outcomes:

• Analyze various types of insurances
• Select appropriate insurance based on client's needs
• Integrate tax implications into insurance planning decision
• Incorporate employee benefits into insurance planning recommendations
• Develop an insurance plan
• Implement insurance components into a comprehensive financial plan

Required Text(s):

Dalton, M., Dalton, J., Gillice, J., & Langdon, T. (2020). Insurance planning (7th ed.). Money Education. ISBN: 978-1-946711-31-1.