Insurance in Personal Financial Planning
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.
Typically Available
Fall
Winter
Spring
Summer
Duration
As few as 11 weeks
Units
4.0
Current Formats
Online
Cost
Starting at $905.00
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What you can learn.
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.
Fall 2026 Schedule
Date
Details
Format
-
This section has no set meeting times.
Online
Notes
Enrollment limited. Materials required.
Deadline
Refunds only available from July 27, 2026 to October 04, 2026
Course Requirements
Course syllabus not yet available.
This course applies toward the following programs
Personal Financial Planning
certificate
certificate
Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.
Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.