Insurance And Risk Management

by The Center For Professional Education at UT Austin Claim Listing

Insurance and Risk Management explores the financial risks that your individual and business clients encounter and how they can manage those risks, including the utilization of insurance solutions.

$775

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Course Details

Insurance and Risk Management explores the financial risks that your individual and business clients encounter and how they can manage those risks, including the utilization of insurance solutions. Learn how to determine a client's risk exposure and develop a comprehensive insurance and risk management plan based on the client's goals and objectives.

 

Who Should Enroll: 

  • Anyone considering a career in financial planning or seeking board certification
  • Accountants, investment advisors and brokers
  • Attorneys, bankers and insurance agents
  • Retirement plan and employee benefits specialists

 

Learning Outcomes: 

  • How to analyze the purpose, structure, and coverage options of the following types of insurance: health, disability, long-term care, life, property, and casualty
  • How to apply the taxation of insurance benefits
  • How taxation should affect a financial planner's decision to recommend insurance solutions under certain circumstances
  • Austin Branch

    UTA Building, Suite 2.408 1616 Guadalupe Street, Austin

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