[ARCHIVED CATALOG] 2017-2018 Graduate Academic Catalog 
    
    Dec 22, 2024  
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[ARCHIVED CATALOG] 2017-2018 Graduate Academic Catalog [ARCHIVED CATALOG]

RMI 530 - Personal Financial and Insurance Planning

3 credit hours
This course introduces personal financial planning. It will focus on life insurance, disability insurance, health insurance, retirement, estate, and income tax planning. Personal risk management topics including auto, homeowners, and personal liability insurance coverage are included. Investment basics and personal line portfolio management are covered. The material covered in this course prepares students for the Chartered Property Casualty Underwriter (CPCU) exams associated with the CPCU 555 and CPCU 556 courses.


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