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Insurance for Financial Planning




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Total credits


Course length

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University of Phoenix reserves the right to modify courses. While widely available, not all programs are available to residents of all states. Please check with a University Enrollment Representative.

Course level: Undergraduate

This course will prepare students to make insurance policy recommendations as part of a financial plan. After completion of this course, students will be able to apply concepts of medical, life, and property insurance to financial planning, and understand concepts underlying risk and insurance management for financial plans.



What you'll learn

Course skills and outcomes

Week 1

  • Examine the various forms of risk. 
  • Explain the risk management process and its application in the insurance industry. 
  • Determine the primary role of risk management in the insurance industry. 

Week 2

  • Examine the basics of insurance applications and contracts. 
  • Differentiate between term and whole life insurance. 
  • Explain the insurance premium computation process. 
  • Elaborate on the general provisions of life insurance contracts. 

Week 3

  • Analyze the key components of disability insurance. 
  • Distinguish between short-term versus long-term disability insurance coverage. 
  • Explain the key features of health insurance plans. 
  • Analyze the primary features of long-term care insurance. 

Week 4

  • Describe the key features of homeowners insurance. 
  • Examine the primary coverage of the various homeowners' forms. 
  • Explain the four sections of the Personal Auto Policy. 

Week 5

  • Elaborate on the classes of commercial property and liability insurance. 
  • Explain the distinguishing characteristics of the classes of commercial property. 


Why take courses at University of Phoenix

Accreditation that matters

We’ve been accredited by the Higher Learning Commission ( for more than 40 years.

Real-world instructors

Learn from instructors who bring an average of 25 years of working experience to the classroom.

Affordable and potentially reimbursable

Our tuition and fees are competitive and fixed. Also, check to see if your employer will cover you for this course.

Next Steps

Start a conversation about your future with an enrollment representative today.

Start a conversation about your future with an enrollment representative today.

Call (844) 937-8679

Transfer Credits

Credit Transfer

Credit Transfer

Need to transfer credits to another college or university?

Before you enroll in a course, check with your school of choice to make sure they will accept our transfer credits and to understand any requirements or limitations. Then you can complete your course, and request your official transcript be sent to your school. That’s it!

How to request your transcripts