FIN4160 Fundamentals of Insurance and Estate Planning

This course provides a study of the basic principles of risk management and estate planning. Specific types of insurance covered include life, health, disability, long-term care, annuities and business owner insurance solutions. Estate planning topics include asset titling, use of trust and wills, and estate administration strategies. This course is one of a series of courses that satisfy the CFP® Designation’s Educational Requirement.

Credits

4 sh

Prerequisite

A grade of C+ or better in FIN 3430.

Offered

• Fall

Course Outcomes

1. Familiarize students with specific types of insurance covered include life, health, disability, long-term care, annuities and business owner insurance solutions.
2. Introduce estate planning topics include asset titling, use of trust and wills, and estate administration strategies.
3. Prepare students for the CFP exam. This course is one of six required to sit for the exam.