Georgetown University School of Continuing Studies

Center for Continuing and Professional Education

Center for Continuing and Professional Education

XCPD-020 Fundamentals of Financial Planning and Insurance Planning

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Course Details

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 completion of this course, successful students will be able to:

  • Gain a firm grasp of financial planning concepts.
  • Obtain an introduction to the financial planning profession and the practice of personal financial planning for individuals, families, and small businesses by professional planners.
  • Understand time value of money concepts and the calculations to support them.
  • Learn about insurance planning and risk management and gain a working knowledge of risk management/ insurance techniques.

Notes

Minimum Grade Policy

Students must receive a grade of "C" or better to pass this course. Please review our program policies here.

Course Registration

This course is an open enrollment course. No application is required and registration is available by clicking "Add to Cart" below.

Current students must register with their Georgetown NetID and password. New students must first create an account and password through the Student Portal prior to registration. After your account is created, you will receive your Georgetown NetID via email. When you have your Georgetown NetID and password, continue registration by clicking "Add to Cart", logging in, and following the steps to complete checkout. Course registration is complete when payment is processed and you receive a confirmation email.

Georgetown NetID Password Reset

If you have forgotten or do not have your Georgetown University NetID password, please contact the University Information Systems (UIS) 24/7 IT Helpdesk to have your password reset.

More Information

For more information or to speak with a program advisor, please complete the Request More Information Form, send an email to ccpeprograms@georgetown.edu, or call (202) 687-8700.


Applies Towards the Following Certificate(s)




Sections

XCPD-020 - 01 Fundamentals of Financial Planning and Insurance Planning    
2014 - Fall 2014 Non- Credit   Status:  Available
Class:   Fri 6:00PM - 9:35PM
12 Sep 2014
Class:   Sat 8:15AM - 4:00PM
13 Sep 2014
Class:   Fri 6:00PM - 9:35PM
26 Sep 2014
Class:   Sat 8:15AM - 4:00PM
27 Sep 2014
Class:   Fri 6:00PM - 9:35PM
10 Oct 2014
Class:   Sat 6:00PM - 9:35PM
11 Oct 2014
Class:   Fri 6:00PM - 9:35PM
24 Oct 2014
Class:   Sat 8:15AM - 4:00PM
25 Oct 2014
Number of Sessions: 8
Contact Hours: 48.00
Course Tuition:
Tuition non-credit    1295.00
Potential Discount(s):
Alumni Discount
Financial Planning Discount
 
Location:   Main Campus
Building:   640 Mass Ave
 


Certificate Programs Information Session

June 25, 2014 SCS CAMPUS Details

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