CFP-502: RISK MANAGEMENT & INSURANCE

Course: CFP-502: RISK MANAGEMENT & INSURANCE

This Course is for Fidelity Employees Only

Course Overview: This course covers various aspects of life, disability, and medical insurance, including how insurance rates are developed and what types of contracts are to evaluate and compare insurance contracts. Students will learn about property and casualty insurance, including homeowners', liability, and auto insurance. Other topics include business insurance and group insurance plans. Students will also learn how to recognize and protect their clients from exposure to risk and how to conduct an insurance needs analysis. 

Faculty: Bill Geyer or Todd Montwill

FALL Course Dates: WEDNESDAYS, SEPT. 13 – NOV. 15, 2023
WINTER Course Dates: WEDNESDAYS, JAN. 10 – MAR. 13, 2024
SPRING Course Dates: WEDNESDAYS, MAR. 27 – MAY. 29, 2024
SUMMER Course Dates: WEDNESDAYS: JUN. 19 – AUG. 28, 2024

Refund: Refunds will be permitted to a student if a course is canceled due to low enrollment or if a student decides to drop the course before the class meets for the second time.