Insurance Planning (FP II)

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Insurance Planning

Financial Planning is one of the fastest growing career paths and the CFP® certification is one of the most recognized and sought-after certifications. Pace University's Financial Planning Certificate Program is recognized by the Certified Financial Planner Board of Standards, Inc. Our program meets the educational requirements set by the CFP Board and prepares students to take the national CFP® Certification Examination. 

There are seven required courses within the program:  Fundamentals of Financial Planning; Insurance Planning; Investment Planning; Income Tax Planning; Retirement Planning & Employee Benefits; Estate Planning; and Capstone in Financial Planning.
Insurance Planning (FP II)
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Start Date: Tuesday, March 11, 2014

Early Registration Fee:  $715.00
After February 14, 2014: $790.00
Location: 1 Martine Avenue, White Plains, NY


Start Date: Thursday, June 19, 2014

Early Registration Fee:  $715.00
After May 23, 2014: $790.00
Location: 551 Fifth Ave. 8th Floor, New York, NY
* hours 5:45 pm - 9:15 pm

 

  Remember to use discount code DISC75 to receive your $75 tuition discount per course if you register on or before the early registration date.

 

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Course Description

Master the principles of insurance planning including life, health, disability, homeowners, auto and other property and liability insurance.

Click for Detailed Course Description

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You Will Learn To

Determine the amount and type of life insurance a client needs
Evaluate and select an appropriate type of insurance
Social Security
Insurance industry regulations

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Who Should Enroll

Professionals, college graduates, career changers who want a career in financial planning or individuals who want to learn about the financial planning process for their own personal use. This certificate program is designed to fulfill the educational requirements necessary to sit for the Certified Financial Planner™ certification examination.

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Course Format

One night a week for 11 weeks. 6 pm – 9:30 pm, unless otherwise noted.

Instructor-led.  Our instructors are all working in their field, bringing their professional experience and connections to the classroom.

Early Registration: $715.00

Standard Registration: $790.00

Qualifies for 38 CPE credits

Location: Refer to Start Date above

 

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Questions?

Please contact us at (888) 561-7223 or continuinged@pace.edu

Outline
The material in this course covers topics relating to:

Principles of risk and insurance
Analysis and evaluation of risk exposures
Health insurance and health care cost management (individual)
Disability income insurance (individual)
Long-term care insurance (individual)
Life insurance (individual)
Income taxation of life insurance
Business uses of insurance
Insurance needs analysis
Insurance policy and company selection
Annuities
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.