MGMT X433.7

Insurance Planning

A required course in the Personal Financial Planning Certificate Program.

Learn how to manage risk with insurance. Life insurance, annuities, disability insurance, medical long term care, homeowner’s insurance, auto insurance, umbrella liability policies, and public insurance programs such as Social Security, Medicare, and Medicaid will be explored.

Course

Approximate Tuition $800

Format Online Live

Duration 12 Weeks

Total Units 4

SPRING 2025

3/31/2025 - 6/22/2025

Weeks 12

Delivery Online Live

Fee $800

Status Closed

Notify Me

Fee $800

Dates 3/31/2025 - 6/22/2025

Format Online Live

Reg# 00186

Event ID MGMT X433.7

Units 4

Quarter spring 2025

Class Schedule

Event	Date	Day	Start Time	End Time	Location	Room
Event Start	Date 3/31/2025	Day MON	Start Time	End Time	Location Online (Access Begins)	Room ---
Event Synchronous Meeting	Date 4/14/2025	Day MON	Start Time 03:00 PM (PT)	End Time 04:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 4/21/2025	Day MON	Start Time 03:00 PM (PT)	End Time 04:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 4/28/2025	Day MON	Start Time 03:00 PM (PT)	End Time 04:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 5/19/2025	Day MON	Start Time 02:00 PM (PT)	End Time 03:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 5/27/2025	Day TUE	Start Time 02:00 PM (PT)	End Time 03:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 6/9/2025	Day MON	Start Time 03:00 PM (PT)	End Time 04:00 PM (PT)	Location Zoom	Room
Event End	Date 6/22/2025	Day SUN	Start Time	End Time	Location Online (Access Ends)	Room ---

Textbook Information for MGMT X433.7.

Required Textbook(s):

Insurance Planning

Book - ISBN: 9781946711311

Dalton 7 Money Education

Textbooks for your course may be purchased from any vendor or bookseller of your choice.

Meet Your Instructor(s)

Special Notes

This course will host live sessions via Zoom. A device with audio and visual will be needed to participate. Synchronous sessions are highly encouraged for an interactive learning experience but are optional. Sessions are recorded and available for viewing, allowing learners to engage with the content at their convenience.

Insurance Planning

SPRING 2025

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