Financial Planning & Risk Management

Catalog description

The General Financial Planning Principles, Professional Conduct, and Regulation units introduce the concepts and profession of personal financial planning. The student will gain an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision-making. The Risk Management, Insurance, and Employee Benefits units consider risk management principles and the various types of insurance coverage in the marketplace today, focusing on the role of planning for insurance needs. Insurance topics include life, medical expense, and property/casualty policies, as well as long-term care and disability.