Course Detail
Units:
3.0
Course Components:
Lecture
Enrollment Information
Enrollment Requirement:
Prerequisites: "C-" or better in FCS 3210 AND (FCS 3500 OR FINAN 1200 OR equivalent).
Description
This course provides an introduction to financial planning concepts and in-depth study of risk management concepts, tools, and strategies for individuals and families, such as health, disability, and long-term care insurance; life insurance; property and casualty insurance; liability insurance; and Social Security. Assignments and case studies will provide experience in selecting insurance products suitable for individuals and families. The objectives required from the Board of Standards for the Certified Financial Planner designation will be covered.