Insurance Planning/Risk Management/Employee Benefits – BUSI 421

CG • Section 8WK • 11/08/2019 to 04/16/2020 • Modified 07/28/2020

Course Description

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.

Prerequisites

None

Rationale

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.

Measurable Learning Outcomes

Upon successful completion of this course, the student will be able to:

  1. Demonstrate an understanding of the role of the financial planner in the personal risk management process.
  2. Incorporate the insurance needs of a client into the overall financial plan.
  3. Demonstrate the ability to appropriately select from available products to meet the client’s needs.
  4. Explain what God’s Word says regarding insurance and how to apply this truth to insurance planning.

Course Assignment

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 Module/Week 1.

Discussion Board Forums (2)

Discussion boards are collaborative learning experiences. Therefore, the student will participate in 2 Discussion Board Forums, each requiring 1 thread and 1 reply. The thread must be 400–750 words. The reply must be 150–300-word. Both the thread and the reply must employ current APA formatting. The thread must include at least 2 citations from the Dalton core text and at least 1 citation from an additional related scholarly journal (e.g., The Journal of Risk and Insurance, Journal of Insurance Regulation, Journal of Financial Counseling and Planning) or related trade publication (e.g., The Journal of Financial Planning, AFCPE: The Standard, Insurance Journal Magazine). There are no citation requirements for the reply.

Individual Application/Reflection Paper

The student will complete an Individual Application/Reflection Paper. The paper must be a minimum of 1,000 words, must employ current APA formatting, and must include at least 3 citations from the Dalton core text and at least 1 citation from an additional related scholarly journal (e.g., The Journal of Risk and Insurance, Journal of Insurance Regulation, Journal of Financial Counseling and Planning), and at least 1 citation from a related trade publication (e.g., The Journal of Financial Planning, AFCPE: The Standard, Insurance Journal Magazine).


Chapter Quizzes (6)

Each Quiz will test the student’s comprehension of many of the chapter readings. Each quiz will be open-book/open-notes, contain 10-15 multiple choice questions, and have a 90 - 120 minute time limit.

Exams (2)

Each exam will cover the Dalton text reading for the assigned modules/weeks. Each exam will be open-book/open-notes, contain 30 multiple-choice questions, and have a 150 minute time limit.