FIN 3726 - Insurance Planning
Fall 2026 Syllabus, Section 01, CRN 43120,
Credit hours: 3
Course Meeting Times
Log in to view more
Instructor
Trent Cailor
Email: thcailor@ysu.edu
Course Description
3726. Insurance Planning. Risk Management. Introduces students to risk management and insurance decisions in personal and business financial planning. Topics include insurance for life, health, disability, property and liability risks as well as annuities, group insurance, long-term care insurance and social security. Prereq.: "C" or better in FIN 3720 and 2.5 overall GPA. 3 s.h.
Course Readings
| Group | Title | Author | ISBN |
|---|---|---|---|
| Required | Introduction to Risk Management and Insurance | Dorfman & Cather | 9780133255409 |
The course readings are subject to change in the event of extenuating circumstances, research developments, current events, and/or to ensure better learning.
Assignments/Assessments
Log in to view more
Schedule of Topics and Assignments
| Day | Date | Proposed Topic | Due/To Prepare for Class |
|---|---|---|---|
| Wed | 9/2 | Due 9/2 at 2pm: Quiz 1 - CH 1 & 2 - Due before 2pm on Wednesday, September 2, 2026 |
|
| Mon | 9/14 | Due 9/14 at 2pm: Quiz 2 - CH 3 & 4 - Due before 2 pm on Monday, September 14, 2026 |
|
| Mon | 9/21 | Due 9/21 at 2pm: Quiz 3 - CH 6 & 7 - Due before 2 pm on Monday, September 21, 2026 |
|
| Mon | 9/28 | Due 9/28 at 2pm: Quiz 4 - CH 8 & 9 - Due before 2 pm on Monday, September 28, 2026 |
|
| Mon | 10/5 | Due 10/5 at 2pm: Quiz 5 - CH 10 & 11 - Due before 2 pm on Monday, October 5, 2026 |
|
| Mon | 10/12 | Due 10/12 at 2pm: Quiz 6 - CH 18 & 19 - Due before 2 pm on Monday, October 12, 2026 |
|
| Mon | 10/19 | Due 10/19 at 11:59pm: Quiz 7 - CH 20 & 21 - Due before 2 pm on Monday, October 19, 2026 |
|
| Mon | 10/26 | Due 10/26 at 11:59pm: Quiz 8 - CH 22 & 23 - Due before 2 pm on Monday, October 26, 2026 |
|
| Mon | 11/2 | Due 11/2 at 2pm: Quiz 9 - CH 14 & 15 - Due before 2 pm on Monday, November 2, 2026 |
|
| Mon | 11/9 | Due 11/9 at 2pm: Quiz 10 - CH 16 & 17 - Due before 2 pm on Monday, November 9, 2026 |
|
| Mon | 11/16 | Due 11/16 at 2pm: Quiz 11 - CH 12 - Due before 2 pm on Monday, November 16, 2026 |
|
| Mon | 11/23 | Due 11/23 at 2pm: Quiz 12 - CH 13 - Due before 2 pm on Monday, November 23, 2026 |
The course schedule, policies, procedures, and assignments in this course are subject to change in the event of extenuating circumstances, by mutual agreement, and/or to ensure better learning.