Program
Year
Year 5
Semester
First Semester
Credit
3
Program Description
Analysis of life, health, and property insurance products to mitigate personal financial risks.
About this course
This course examines the role of insurance in comprehensive financial planning. You will analyse life, health, and property insurance products to understand how they mitigate personal financial risks. The curriculum covers the legal, tax, and ethical dimensions of insurance planning, preparing you to advise clients on protecting their assets and income.
Who takes this course
Credits: 3 · Hours: 45
Prerequisites
Learning outcomes
- Assess client risk profiles to determine appropriate insurance coverage levels.
- Compare life insurance products including term, whole, and universal life options.
- Evaluate health and disability insurance strategies for income protection.
- Integrate property and casualty insurance into overall financial plans.
- Review legal and ethical considerations in insurance planning.
Evaluation
| Component | Weight (%) |
| Mid-term exam | 30 |
| Case study project | 40 |
| Final exam | 30 |