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.
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 | End Time 04:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 4/21/2025 | Day MON | Start Time 03:00 PM | End Time 04:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 4/28/2025 | Day MON | Start Time 03:00 PM | End Time 04:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 5/19/2025 | Day MON | Start Time 03:00 PM | End Time 04:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 5/27/2025 | Day TUE | Start Time 01:00 PM | End Time 02:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 6/16/2025 | Day MON | Start Time 03:00 PM | End Time 04:00 PM | 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):
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.
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