This course will cover the concepts and tools used in Insurance Planning, Risk Management and Employee Benefits. All three are important parts of a holistic financial plan.
Financial planners are entrusted to guide their clients in line with biblical truths regarding stewardship and prudence. This course will equip students to provide wise counsel to clients relative to insurance planning.
Textbook readings and lecture presentations
Course Requirements Checklist
After reading the Course Syllabus and Student Expectations, the student will complete the related checklist found in the Course Overview.
Discussions are collaborative learning experiences. Therefore, the student will participate in 2 Discussions, each requiring 1 thread and 1 reply. The thread must be 400–750 words. The reply must be 150–300 words. Both the thread and the reply must employ current APA formatting.
Comprehensive Case Study Assignment
The student will complete a Comprehensive Case Study which provides a simulated client scenario and asks the student to provide relevant considerations for the client from the perspective of a Financial Planner. The paper must be a minimum of 1,000 words, must employ current APA formatting.
Weekly quizzes will test the student's comprehension of the new material as it is presented. Each quiz will be open-book/open-notes, contain 10-15 multiple choice questions, and have a 90 minute time limit.
Students will complete 5 written assignments throughout the course. These assignments are positioned to supplement particular content and designed to stimulate critical thinking. Assignments involve either a short research assignment or a challenge to study the topic in the context of the student's individual situation.