Courses

CCP 174:  Insurance Planning

This course is designed to acquaint students with the principles of risk management and various types of insurance including casualty, fire, health, life, auto, home, and disability.  The principles taught prepare students to identify a client’s risk exposure and select appropriate risk management techniques.

Refer to the more detailed topic list in CFP Board’s Guide to CFP® Certification.
Topic 15:  Principles of Risk and Insurance
Topic 16:  Analysis and Evaluation of Risk Exposures
Topic 17:  Property, Casualty and Liability Insurance
Topic 18:  Health Insurance and Health Care Cost Management (Individual)
Topic 19:  Disability Income Insurance (Individual)
Topic 20:  Long-term Care Insurance (Individual)
Topic 21:  Life Insurance (Individual)
Topic 22:  Income Taxation of Life Insurance
Topic 23:  Business Uses of Insurance
Topic 24:  Insurance Needs Analysis
Topic 25:  Insurance Policy in Company Selection
Topic 26:  Annuities

Employee Benefits Planning Topics:

Topic 27:  Group Life Insurance
Topic 28:  Group Disability Insurance
Topic 29:  Group Medical Insurance
Topic 30:  Other Employee Benefits
Topic 31:  Employee Stock Options
Topic 32:  Stock Plans
Topic 33:  Non-Qualified Deferred Compensation