Jun 30, 2024
OHIO University Undergraduate Catalog 2023-2024
OHIO University Undergraduate Catalog 2023-2024
[Archived Catalog]
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FIN 4800 - Series 6 and OH Insurance Exam Prep
This course will prepare students to sit for two professional examinations. The Investment Company Products/Variable Life Contracts Representative Exam (Series 6) and The Ohio Agent’s Examination for Life, Accident and Health Insurance Series. Topics covered include mutual funds, variable annuities, unit investment trusts, initial offerings of closed-end funds, life insurance, health insurance and other insurance products.
Requisites: FIN 3270 and 3410
Credit Hours: 3
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
Grades: Eligible Grades: A-F,WP,WF,WN,FN,AU,I
Learning Outcomes:
- Students will be able to recognize and articulate the basics of life insurance policy provisions, options, and basics.
- Students will be able to recognize and articulate the characteristics of accidental and health insurance.
- Students will be able to recognize and articulate the characteristics of an investment company.
- Students will be able to recognize and articulate the characteristics of dental insurance.
- Students will be able to recognize and articulate the characteristics of disability insurance.
- Students will be able to recognize and articulate the characteristics of group and health insurance.
- Students will be able to recognize and articulate the characteristics of insurance for senior citizens and special needs individuals.
- Students will be able to recognize and articulate the characteristics of investment securities.
- Students will be able to recognize and articulate the characteristics of prospecting and sales presentation.
- Students will be able to recognize and articulate the characteristics of relavent investment securities.
- Students will be able to recognize and articulate the process of opening and servicing customer accounts.
- Students will be able to recognize and articulate the relationship of securities trading and tax regulation.
- Students will be able to recognize and articulate the structure of financial security markets.
- Students will be able to recognize and articulate the tax considerations of insurance policies.
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