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.

Who Should Enroll: 
  • Financial planners seeking board certification
  • Accountants, investment advisors and brokers
  • Insurance agents
  • Retirement plan and employee benefits specialists
  • Attorneys
  • Bankers
  • Anyone considering financial planning as a career
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

An undergraduate degree in any field.

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.


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

Additional Information: 

Insurance Professionals: 

Completing this class earns 33 continuing education credits as required by the Texas Department of Insurance.