Course Catalog

Golden Gate University offers degree and certificate programs at three teaching centers and online.

FI 483
Risk Management and Insurance Planning

Explores personal risk analysis and insurance planning in the context of personal financial planning. Topics include career issues; contractual and agency legal issues; insurance distribution systems (including Internet); evaluating insurers; personal risk assessment; risk strategies; alternative risk transfer approaches; life insurance programming and product analysis; key-person insurance; business continuation applications; life insurance use in income & estate tax planning; applicability of other insurance products (e.g., health, disability, general liability, property and casualty); HMOs, group insurance plans; workers compensation; relevant aspects of social security; negligence issues; errors & omissions policies; & professional ethics. Satisfies part of the educational requirements to sit for the CFP examination. Corequisite: FI 420 (or FI 160) or consent of department.

Units: 3 , Offered: Spring 2021