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 $960

Format Online Live

Duration 12 Weeks

Total Units 4

FALL 2026

9/21/2026 - 12/13/2026

Weeks 12

Delivery Online Live

Fee $960

Status Open

Fee $960

Dates 9/21/2026 - 12/13/2026

Format Online Live

Reg# 00167

Event ID MGMT X433.7

Units 4

Quarter fall 2026

Class Schedule

Event	Date	Day	Start Time	End Time	Location	Room
Event Start	Date 9/21/2026	Day MON	Start Time	End Time	Location Online (Access Begins)	Room ---
Event Synchronous Meeting	Date 10/5/2026	Day MON	Start Time 03:00 PM (PT)	End Time 04:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 10/12/2026	Day MON	Start Time 03:00 PM (PT)	End Time 04:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 10/19/2026	Day MON	Start Time 03:00 PM (PT)	End Time 04:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 11/11/2026	Day WED	Start Time 03:00 PM (PT)	End Time 04:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 11/16/2026	Day MON	Start Time 03:00 PM (PT)	End Time 04:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 12/9/2026	Day WED	Start Time 03:00 PM (PT)	End Time 04:00 PM (PT)	Location Zoom	Room
Event End	Date 12/13/2026	Day SUN	Start Time	End Time	Location Online (Access Ends)	Room ---

Important Course Information

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.

Textbook Information for MGMT X433.7.

Required Textbook(s):

Insurance Planning

Book - ISBN: 9781957511672

Dalton 8 Money Education

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

Meet Your Instructor(s)

Insurance Planning

FALL 2026

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