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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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Thank you for your interest in this course. To learn about the next course offerings available, please call:

  • All Classroom courses and Real Estate Online courses: 617-353-4497
  • Online Financial Planning, Genealogy, and Fundraising courses: 617-502-8822
  • Online Paralegal courses: 857-366-9338
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