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.
FP 101 Introduction to Financial Planning; may be taken concurrently with FP101
Applies Towards the Following Certificates
- Certificate in Financial Planning : Financial Planning Certificate