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.

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.

Summer 2025 Schedule

June 28 - September 6

Saturday 9:30AM - 12:30PM PT

Available

See Details

Instructor: Helen Zhao

403784

Fee:

$855.00

Hybrid

Location: Remote Classroom , UCLA

Updating...

See Details

Notes

Enrollment limited. Materials required. Visitors not permitted.

Refund Deadline

No refunds after July 06, 2025

Course Requirements

Book: Insurance Planning (7th) by Dalton

Money Education

ISBN 9781946711311

Course syllabus not yet available.

Schedule

Type

Date

Time

Location

Lecture

Sat Jun 28, 2025

9:30AM PT - 12:30PM PT