XCPD-020 Fundamentals and Ethical Consideration & Insurance and Employee Benefits

School of Continuing Studies

School of Continuing Studies

Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

About the course

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.

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.

XCPD-020 Fundamentals and Ethical Consideration & Insurance and Employee Benefits at School of Continuing Studies

This course has no confirmed dates in the future. Subscribe to be notified when it is offered.


Something went wrong. We're trying to fix this error.

Thank you

Someone from the Coursalytics team will be in touch with you soon.

Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.