Finance  |  Format: Flash

Personal Financial Planning: Part 4 (Updated)

Course Overview:
This program, along with Parts 1, 2, and 3 of this series, is designed to provide participants with an overview of personal financial planning issues including group insurance, long-term care insurance, and social insurance and disability programs. This course also provides an overview of group medical, Medicare, and health care financing.

Learnings Objectives:
After completing this course, participants should be able to:

  • Define the amount at which employer-provided term life insurance is taxable to an employee.
  • Differentiate between the various forms of long-term care insurance.
  • Identify key characteristics of the U.S. nursing home population including the primary funding sources.
  • Differentiate between the various forms of group medical and dental insurance plans.
  • Distinguish between the different Medicare Parts.
    Catalog Number: 99FINCA13-v2
    CPE Credits: 2 Registry / 2 QAS
    Author: Rich White
    Advanced Preparation:
    Basic knowledge of finance principles and practices
    Course Level: Basic
    Field of Study: Finance
    Content Partner: SmartPros Ltd.
    QAS: QAS Certified based on 50 minute hours.
    Course Type: Self-Study
    Minimum Passing Grade: 70%
    Soft/Hardware Reqs.:  Adobe Acrobat® Reader for the .pdf files
     Adobe® Flash® Player 9 or higher
     56k or Greater Internet Connection
     Modern DHTML Compatible Browser
     Ram: 256 MB minimum
     Windows or Mac OS
    Release/Expiration Dates: Jul 13, 2018 / Jul 13, 2020