Welcome to the “Financial Planning and Investing: Understanding Key Insurance Products” lesson that provides a brief overview of insurance. This lesson is the fourth of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. In the end, learners will walk away with knowledge of a few common insurance types and how to determine whether they’re a good fit for their financial plan.
Overview
COURSE DIFFICULTY
COURSE DURATION
5m
Skills Learned
After completing this online training course, students will be able to:
Understand the Importance of Insurance in Financial Planning
Identify Different Types of Insurance Products
Evaluate Insurance Options Based on Client Needs
Develop Comprehensive Financial Plans Incorporating Insurance
Analyze the Impact of Insurance on Investment Strategies
Financial Planners, Investment Advisors, Insurance Agents, Individuals Interested in Personal Finance
Basic Knowledge of Financial Planning, Understanding of Investment Principles
01. Introduction to Financial Planning and Insurance
02. Overview of Key Insurance Products
03. Assessing Client Needs for Insurance
04. Integrating Insurance into Financial Strategies
05. Case Studies and Real-World Applications
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Understand the Importance of Insurance in Financial Planning
Identify Different Types of Insurance Products
Evaluate Insurance Options Based on Client Needs
Develop Comprehensive Financial Plans Incorporating Insurance
Analyze the Impact of Insurance on Investment Strategies
WHO SHOULD ATTEND
Financial Planners, Investment Advisors, Insurance Agents, Individuals Interested in Personal Finance
PREREQUISITES
Basic Knowledge of Financial Planning, Understanding of Investment Principles
COURSE OUTLINE
01. Introduction to Financial Planning and Insurance
02. Overview of Key Insurance Products
03. Assessing Client Needs for Insurance
04. Integrating Insurance into Financial Strategies
05. Case Studies and Real-World Applications
