Fundamentals of Financial Planning and Insurance Planning
| Course Number: | XCPD-020 |
| Related Programs: | Certificate in Financial Planning |
Course Description:
This course introduces the financial planning profession, the concepts of the time value of money, insurance planning, and the practice of personal financial planning by professional planners. A financial calculator, such as a Hewlett Packard 12C, is required for this course.
This course is available for continuing education insurance credits:
- District of Columbia – 16 CE insurance credits
- Maryland – 16 CE insurance credits
- Virginia – 39 CE insurance credits
Course Objectives:
Upon completing this course, students will:
- Gain a firm grasp of financial planning concepts
- Obtain an introduction to the financial planning profession and the practice of personal financial planning by professional planners.
- Understand time value of money concepts and the calculations to support them.
- Learn about insurance planning and risk management and a working knowledge of risk management/insurance techniques.
Course Requirements:
Students must receive a "C" grade or above to pass this course. Please review our program policies here.
XCPD-020
Fundamentals of Financial Planning and Insurance Planning
| Semester Section |
Location | Tuition CEUs |
Class Meets | Faculty |
|---|---|---|---|---|
| Spring 2012 Section 01 | Clarendon 238 | $1295.00 5.10 CEUs | January 27, 2012 - March 10, 2012 1/27, 1/28, 2/10, 2/11, 2/24, 2/25, 3/9, 3/10 Fri 5:10 PM - 8:45 PM Sat 8:15 AM - 5:05 PM | Michael Dalton |
| Please Note: This course is required for the Certificate in Financial Planning. | Registration for this course has expired. For more information on this course and when it will be offered again, please click here to contact the program manager. | |||