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"Degrees & Programs"

FIN/428

Insurance for Financial Planning

Online

Format

$1194

Estimated Tuition

credits

Total credits

weeks

Course length

Start when you're ready

Choose an upcoming start date:

11 Jan 2022

Enroll by 1pm Central: 07 Jan 2022 09:00:00 AM

Enroll by 1pm Central: 18 Mar 2022 09:00:00 AM

Please Note: Attendance and participation are mandatory in all University courses, and specific requirements may differ by course. If attendance requirements are not met, a student may be removed from the course. Please review the Course Attendance Policy in the Catalog for more information.

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.

Insurance for Financial Planning

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.

Prerequisites

None

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. 

Prerequisite details

Prerequisites details

A prerequisite is required for this course. The purpose of a prerequisite is to ensure students have the knowledge and/or skills needed to be successful in the course. Students are required to provide proof of prerequisite during the enrollment/registration process.

To meet a course prerequisite requirement, a student must meet one of the following criteria:

  • Successfully completed the prerequisites course at University of Phoenix

  • Provide proof via transcript of completing a comparable course (at least 75% match) or higher level course with at least a grade of C at another institution.

  • Have a University of Phoenix approved Student Appeal on file with the University.

Prepare your documents

During the checkout process you will be prompted to provide proof of the requirement(s). If you completed the prerequisite at another institution, be prepared to upload an official/unofficial transcript.

Still have questions?

Speak to an enrollment representative.
(866) 354-1800

Speak to an enrollment representative.
(866) 354-1800

MON – THU: 5AM to 7PM MST
FRI: 5AM to 5PM MST
SAT: 6AM to 5PM MST

Why UOPX

Why take courses at
University of Phoenix

Accreditation that matters

We’ve been accredited by the Higher Learning Commission (hlcommission.org) or its predecessor 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.

Transfer credit

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

Transferability of credit is at the discretion of the receiving institution. It is the student’s responsibility to confirm whether or not credits earned at University of Phoenix will be accepted by another institution of the student’s choice. If you have a question contact us at (866) 354-1800.

The University of Phoenix reserves the right to modify courses. Although our continuing teacher education courses are accepted by some state agencies in the United States toward teacher certifications and endorsements, this may not be the case in all states or foreign jurisdictions. If you plan to use courses for certification or endorsement, please check with your own state agency and your school district for applicability. Continuing teacher education courses are not eligible to apply to degree programs at University of Phoenix. These courses are not eligible for federal financial aid. Transferability of credit is at the discretion of the receiving institution. It is the student’s responsibility to confirm whether or not credits earned at University of Phoenix will be accepted by another institution of the student’s choice. While widely available, not all programs are available to residents of all states. Please check with a University Enrollment Representative. If you have a question contact us at (866) 354-1800.