Insurance and Risk Management


Insurance and Risk Management explores the financial risks that your individual and business clients encounter and how they can manage those risks, including the utilization of insurance solutions. Learn how to determine a client's risk exposure and develop a comprehensive insurance and risk management plan based on the client's goals and objectives.

Students are required to attend each online class during the designated timeframe. Please note that classes are not recorded and no make-up classes will be available. 

Who Should Enroll: 
  • Anyone considering a career in financial planning or seeking board certification
  • Accountants, investment advisors and brokers
  • Attorneys, bankers and insurance agents
  • Retirement plan and employee benefits specialists
Learning Outcomes: 
  • How to analyze the purpose, structure, and coverage options of the following types of insurance: health, disability, long-term care, life, property, and casualty
  • How to apply the taxation of insurance benefits
  • How taxation should affect a financial planner's decision to recommend insurance solutions under certain circumstances

A bachelor's degree in any discipline from an accredited college or university must be completed either before you pass the CFP® exam, or within five years after you pass it.

Continuing Education Hours: 
Certified Financial Planner Board of Standards: 3.3 CE
Applies Towards Certificates:
Textbook Information: 

All courses in the Certified Financial Planning program are based on the most recent textbook edition available from the publisher. Contact our office if you have any questions regarding book editions or ordering. Students are encouraged to purchase books early in order to have them for the first week of class.


Principles of Risk Management and Insurance, George E. Rejda. Pearson

For withdrawal, transfer and refund information, see Policy Code D.