This course provides an introduction to financial planning concepts and in-depth study of risk management concepts, tools, and strategies for individuals and families, such as health, disability, and long-term care insurance; life insurance; property and casualty insurance; liability insurance; and Social Security. Assignments and case studies will provide experience in selecting insurance products suitable for individuals and families. The objectives required from the Board of Standards for the Certified Financial Planner designation will be covered.
This noncredit class meets with a regular University of Utah credit course. Students can purchase any assigned hardcopy textbooks through our Campus Bookstore.
Questions? Call Academic Programs at 801-585-9963 or use our online form.
This course is specifically for students pursuing the Professional Certificate in Financial Planning (non-credit). Find out more at https://continue.utah.edu/proed/academy/certificate/financial-planning-certificate This is an online course, which does not have a specific meeting time or location throughout the semester. For additional information, please visit https://online.utah.edu/about-online-learning/
| Date(s) | Day | Time | Location |
|---|---|---|---|
| 08/24/26 - 12/10/26 | Online |
Instructor: JEREMY LEAVITT
Questions? Call Academic Programs at 801-585-9963 or use our online form.