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
Remote
Starting at $855.00
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.

Spring 2024 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Available
See Details
Instructor: Nicky Amore
396818
Fee:
$855.00
Onlineformat icon
ENROLL BY: Apr 1, 2024
See Details
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after April 05, 2024
Course Requirements
Book: Insurance Planning (7th) by Dalton
Course syllabus not yet available.

Summer 2024 Schedule

Date & Time
Details
Format
 
-
Saturday 9:30AM - 12:30PM PT
Future Offering (Opens April 29, 2024 12:00:00 AM)
See Details
Instructor: Helen Zhao
398243
Fee:
$855.00
Remoteformat icon
Location: Remote Classroom
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after July 12, 2024
Course Requirements
Book: Insurance Planning (7th) by Dalton
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Sat Jun 29, 2024
9:30AM PT - 12:30PM PT
Remote Classroom
Lecture
Sat Jul 6, 2024
9:30AM PT - 12:30PM PT
Remote Classroom
Lecture
Sat Jul 13, 2024
9:30AM PT - 12:30PM PT
Remote Classroom
Lecture
Sat Jul 20, 2024
9:30AM PT - 12:30PM PT
Remote Classroom
Lecture
Sat Jul 27, 2024
9:30AM PT - 12:30PM PT
Remote Classroom
Lecture
Sat Aug 3, 2024
9:30AM PT - 12:30PM PT
Remote Classroom
Lecture
Sat Aug 10, 2024
9:30AM PT - 12:30PM PT
Remote Classroom
Lecture
Sat Aug 17, 2024
9:30AM PT - 12:30PM PT
Remote Classroom
Lecture
Sat Aug 24, 2024
9:30AM PT - 12:30PM PT
Remote Classroom
Lecture
Sat Aug 31, 2024
9:30AM PT - 12:30PM PT
Remote Classroom
Lecture
Sat Sep 7, 2024
9:30AM PT - 12:30PM PT
Remote Classroom

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.

This course applies towards the following certificates & specializations…

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