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Insurance Planning

A required course in the Personal Financial Planning Certificate Program.

Course Description

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.

  • Details
  • $745
  • March 27, 2023 to June 18, 2023
  • Delivery Mode: Online
  • Reg#: 00206
  • ID/Units: MGMT X433.7  (4.00)
    ( Section 1 )
  • Quarter: SPRING 2023

Instructor


Ryan Hook, MBA, CFP, serves as a Wealth Manager for Creative Planning, Inc., working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs. Creative Planning provides comprehensive wealth management services to its clients including investment management, tax, estate planning, retirement plan consulting, business succession planning, liability and risk management, college planning, and charitable giving. Prior to joining Creative Planning, Ryan worked in impact investing as the National Product Manager for TriLinc Global Impact Fund. Before that, he was Vice President, Senior Investment Officer at a local Registered Investment Advisor. Throughout his 13-year career, he has gained extensive experience in comprehensive wealth management for high net worth and normal net worth clients. Ryan started his career at MetLife Investors.

Textbook Information

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

Required Textbook(s):

Insurance Planning
Book - ISBN: 9781946711311
Dalton, 7 ed, Money Education

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
START03/27/2023Monday------Online (Access Begins)---
END06/18/2023Sunday------Online (Access Ends)---