Insurance in Personal Financial Planning

MGMT X 430.35

This course analyzes fundamental insurance principles and the role insurance plays in financial and estate planning.

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Fall
Winter
Spring
Summer
Live Online
In Person
Starting at $855.00
As few as 11 weeks
4.0
View Course Options

What you can learn.

  • Receive Instruction in life, health, property, casualty, and liability insurance
  • Learn to integrate personal and capital insurance needs into a comprehensive financial plan

About this course:

This course analyzes fundamental insurance principles and approaches to insurance needs. Instruction covers life, health, property, casualty and liability insurance, as well as the role insurance plays in financial and estate planning. You learn to integrate personal and capital insurance needs into a comprehensive financial plan.
Prerequisites
MGMT X 430.31 Survey of Personal Financial Planning, MGMT X 430.391 Financial Analysis in Personal Financial Planning or consent of instructor.

Winter 2025 Schedule

Date & Time
Details
Format
 
-
Thursday 6:30PM - 9:30PM PT
Available
See Details
Instructor: Lovett Goode
400748
Fee:
$855.00
Live Onlineformat icon
Location: Remote Classroom
Updating...
See Details
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after January 22, 2025
Course Requirements
Book: Insurance Planning (7th) by Dalton
Money Education
ISBN 9781946711311
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Thu Jan 9, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Thu Jan 16, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Thu Jan 23, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Thu Jan 30, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Thu Feb 6, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Thu Feb 13, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Thu Feb 20, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Thu Feb 27, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Thu Mar 6, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Thu Mar 13, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Thu Mar 20, 2025
6:30PM PT - 9:30PM PT
Remote Classroom

Spring 2025 Schedule

Date & Time
Details
Format
 
-
Thursday 6:30PM - 9:30PM PT
Future Offering (Opens February 03, 2025 12:00:00 AM)
See Details
402496
Fee:
$855.00
In Personformat icon
Location: UCLA
Updating...
See Details
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after March 27, 2025
Course Requirements
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Thu Apr 3, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Apr 10, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Apr 17, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Apr 24, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu May 1, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu May 8, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu May 15, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu May 22, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu May 29, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Jun 5, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Jun 12, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
phone-icon 310-206-7247
phone-icon fmpcertificate@uclaextension.edu

This course applies towards the following certificates & specializations…

Personal Financial Planning
Female financial advisor working with couple in home
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