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.
Online book and material fees may be added up until the first week of class. Students may opt out during the first two weeks of class. For more information, visit the Campus Store Inclusive Access Program's webpage. If you opt out, you will be responsible for obtaining the course materials yourself for the course.
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 |
---|---|---|---|
08/18/25 - 12/04/25 | Online |
Instructor: JEREMY LEAVITT
Registration begins on Apr 07, 2025Questions? Call Academic Programs at 801-585-9963 or use our online form.