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Course Description

This course covers various aspects of life, disability, and medical insurance, including how insurance rates are developed, what types of contracts are to evaluate and compare insurance contracts. Students will learn about property and casualty insurance, including homeowners’, liability, and auto insurance. Other topics include business insurance and group insurance plans. Students will also learn how to recognize and protect their clients from exposures to risk, and how to conduct an insurance needs analysis.

 


Who should attend

Recent college graduates, career changers, retirees, and financial services professionals.


Prerequisites

 FP 101 Introduction to Financial Planning; may be taken concurrently with FP101

 

Applies Towards the Following Certificates

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Enroll Now - Select a section to enroll in

Section Title
Financial Planning Risk Management
Type
Lecture
Days
Th
Time
6:00PM to 9:00PM
Dates
Sep 19, 2019 to Dec 12, 2019
Schedule and Location
Contact Hours
36.0
Course Fee(s)
FP Tuition non-credit $945.00
Instructors
Reading List / Textbook
Dalton- Insurance Planning 6th edition, ISBN: 978-1-946711-53-3.  This book can be ordered from Money Education  888-295-6023  info@money-education.com
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