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.

Reasoning:

• 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

Before working through the checklist outlined in the Course Overview, the student should review the Liberty University curriculum.

Total Discussions Sessions (2)

Discussions are collaborative learning experiences. Therefore, the student will participate in 2 Discussions, each requiring 1 thread and 1 reply. The thread must be 400–750 words. The reply must be 150–300 words. Both the thread and the reply must employ current APA formatting.

Comprehensive Case Study Assignment:

• The student will complete a Comprehensive Case Study which provides a simulated client scenario and asks the student to provide relevant considerations for the client from the perspective of a Financial Planner.
• The paper must be a minimum of 1,000 words and must employ current APA formatting.

All Quizzes (8)

Weekly quizzes will test the student’s comprehension of the new material as it is presented.  Each quiz will be open-book/open-notes, contain 10-15 multiple-choice questions, and have a 90-minute time limit.

Students will complete 5 written assignments throughout the course.  These assignments are positioned to supplement particular content and are designed to stimulate critical thinking.  Assignments involve either a short research assignment or a challenge to study the topic in the context of the student’s individual situation.