Fall enrollment starts July 28, and closes September 28. Check out the Academic Term Calendar for more information.

Insurance in Personal Financial Planning

MGMT X 430.35

This course analyzes fundamental insurance principles and the role insurance plays in financial and estate planning.

READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
Online
Starting at $905.00
As few as 11 weeks
4.0

What you can learn.

  • Receive Instruction in life, health, property, casualty, and liability insurance
  • Learn to integrate personal and capital insurance needs into a comprehensive financial plan

About this course:

This course analyzes fundamental insurance principles and approaches to insurance needs. Instruction covers life, health, property, casualty and liability insurance, as well as the role insurance plays in financial and estate planning. You learn to integrate personal and capital insurance needs into a comprehensive financial plan.
Prerequisites
MGMT X 430.31 Survey of Personal Financial Planning, MGMT X 430.391 Financial Analysis in Personal Financial Planning or consent of instructor.

Fall 2025 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Future Offering (Opens July 28, 2025 12:00:00 AM)
See Details
Instructor: Nicky Amore
404937
Fee:
$905.00
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Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after October 05, 2025
Course Requirements
Book: Insurance Planning (7th) by Dalton
Course syllabus not yet available.

This course applies towards the following certificates & specializations…

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