Insurance Planning Training Courses and Workshops

Schools providing training courses, certificates, diplomas or degree programs of Insurance Planning




Total 20 training courses and degree programs available around the world.

Insurance Planning

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: DePaul University Continuing and Professional Education
Training Center(s)/Venue(s): Chicago, United States
  V

•CFP Board&,#146,s Code of Ethics and Professional Responsibility
•CFP Board&,#146,s Financial Planning Practice Standards
•Personal financial statements
•Budgeting
•Introduction to the financial planning process
•Regulatory and ethical considerations for financial planners

•The time value of money
•The insurance industry
•Risk management and related legal issues
•Life insurance and annuities
•Life insurance selection process
•Health care plans
•Disability income and long-term care insurance
•Property and liability insurance

Insurance and Estate Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Sheridan College
Training Center(s)/Venue(s): Brampton, Mississauga, Oakville, Canada

This course is divided into two sections. The first section will cover in detail all matters related to risk management. Specific topics will include life insurance, disability, health and property insurance issues. The second section will require the student to understand estate planning techniques including wills and trusts.

Insurance Planning and Risk Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: The University of New Orleans
Training Center(s)/Venue(s): New Orleans, United States
  V

A course focused upon the consumer interest in an interdisciplinary approach to the subjects of pure risk and decision-making with emphasis upon planning family insurance programs. Principal topics include the impact on the family of economic risk, the private insurance mechanism, government benefit programs, and specific types of insurance coverage of importance to the family. Specific attention is focused upon such financial instruments as life insurance, health insurance, automobile insurance, and insurance for the home. Consumer issues related to the private insurance mechanism and government benefit programs are considered. The roles of economic facts and consumer attitudes in making decisions among alternatives also will be explored.

Insurance Planning & Risk Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: The University of New Orleans
Training Center(s)/Venue(s): New Orleans, United States
  V

A course focused upon the consumer interest in an interdisciplinary approach to the subjects of pure risk and
decision‐making with emphasis upon planning family insurance programs. Principal topics include the impact on
the family of economic risk, the private insurance mechanism, government benefit programs, and specific types
of insurance coverage of importance to the family. Specific attention is focused upon such financial instruments
as life insurance, health insurance, automobile insurance, and insurance for the home. Consumer issues related
to the private insurance mechanism and government benefit programs are considered. The roles of economic
facts and consumer attitudes in making decisions among alternatives also will be explored.

INSURANCE PLANNING

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Franklin University
Training Center(s)/Venue(s): Beavercreek, Columbus, Delaware, Dublin, Westerville, United States
  V

An introduction to the techniques and issues of risk management and insurance for businesses and individuals. Topics include legal principles in risk and insurance, insurance contracts, personal property and liability risk, life and health risks, social insurance, insurance companies and product markets, insurance pricing, insurance taxation, government regulation of insurance, and professional ethics and market conduct.

Insurance Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: University of Virginia School of Continuing and Professional Studies
Training Center(s)/Venue(s): Abingdon, Charlottesville, Falls Church, Newport News, Richmond, Roanoke, United States

Introduces students to risk management and insurance decisions in personal financial planning. Topics include insurance for life, health, disability, property and liability risks, as well as annuities, group insurance, and long term care.

ASIC Tier 2 General Insurance Licensing (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Esset Australia
Training Center(s)/Venue(s): Kelvin Grove, Kingsgrove, Launceston, Mulgrave, Payneham, Wembley, Australia
  V

This is a training and assessment strategy for Tier 2 short course:
FNSASIC301C
Establish client relationship and analyse needs
FNSASIC302C
Develop, present and negotiate client solutions

Licensing Requirements
Requirements for ASIC RG146 compliance are:
In order to achieve ASIC Tier 2 competence, participants must provide evidence for assessment of these units of competence with specific reference to the Specialist Knowledge for the relevant product areas in the Evidence Guide.
FNSASIC301C
Establish client relationship and analyse needs
FNSASIC302C
Develop, present and negotiate client solutions

Entry Requirements
Not Applicable
Pre-Requisites
Not Applicable
Pathways
Participants completing the course may move through a career pathway to Certificate III or IV level financial services courses.
Units of Competency
Requirements for ASIC RG146 compliance are:
In order to achieve ASIC Tier 2 competence, participants must provide evidence for assessment of these unit... [Read More]

Financial Planning and Insurance Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Duquesne University
Training Center(s)/Venue(s): Pittsburgh, United States
  V

This course will introduce student to the theory and practice of financial planning. Students will receive an overview of specific areas of financial planning such as income tax planning, investment planning, retirement planning and estate planning. In addition, the course will present topics on the concepts of time, value of money, education and retirement funding, and insurance planning. A financial calculator, such as an HP 12C, is required for this course.

Insurance Planning and Risk Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Office of Professional Development - NC State University
Training Center(s)/Venue(s): Raleigh, United States
  V

Attend and You Will Receive

4.75 contact hours per classroom session
Instruction by a CFP® professional
Materials that will help you pass the national exam
A Certificate of Attendance for each course
A Certificate of Completion at the conclusion of the six courses



Attend and You Will Learn

Analysis and evaluation of risk exposure
Property, casualty, and liability insurance
Health insurance and healthcare cost management
Disability income insurance
Long-term care insurance
Life insurance
Income taxation of life insurance
Business uses of insurance
Insurance needs analysis
Insurance policy and company selection
Annuities

Risk Analysis & Insurance Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: BIFM Society for Education and Research
Training Center(s)/Venue(s): New Delhi, India
  V

This module would cover the knowledge requirements relating to insurance and risk analysis for a CFP certification. It introduces students to risk analysis and insurance decisions in personal Financial Planning. Planning for clients?exposures to mortality, health, disability, property, liability, and long term care risk is emphasized. The module reviews various insurance products, pertaining to both general and life insurance. It teaches a student how to analyze various insurance needs, such as medical, disability, life and also covers the concepts of determining the type and amount of insurance best suited to the client’s situation and needs, Calculation of Insurance claims and Insurance premiums.

Risk Management & Insurance Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: BIFM Society for Education and Research
Training Center(s)/Venue(s): New Delhi, India

Please click on the training course title to find contact information and links to BIFM Society for Education and Research's website.

Insurance Planning and Risk Management (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Merrimack College
Training Center(s)/Venue(s): North Andover, United States
  V

This course covers the principles of insurance and provides students with the background and skills necessary to analyze and evaluate all aspects of risk and exposure. The course will prepare students to work effectively with clients, to identify a client’s exposure to risk, and to select appropriate options to protect the client against loss. Risk exposures addressed in this course include life, health, disability, property and casualty, and business and personal liability.

Insurance Planning

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Golden Gate University
Training Center(s)/Venue(s): Los Angeles, San Francisco, Santa Clara, Seattle, United States
  V

Explores personal risk analysis and insurance planning in the context of personal financial planning. Topics include career issues; contractual and agency legal issues; insurance distribution systems (including Internet); evaluating insurers; personal risk assessment; risk strategies; alternative risk transfer approaches; life insurance programming and product analysis; key-person insurance; business continuation applications; life insurance use in income & estate tax planning; applicability of other insurance products (e.g., health, disability, general liability, property and casualty); HMOs, group insurance plans; workers compensation; relevant aspects of social security; negligence issues; errors & omissions policies; & professional ethics. Satisfies part of the educational requirements to sit for the CFP examination

Insurance

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Central Penn College
Training Center(s)/Venue(s): Summerdale, Harrisburg, Lancaster, Bethlehem, United States

Most individuals, families, and businesses have a strong desire for financial security and protection against those events that threaten their financial security. For most people and companies, insurance is the major technique for handling risk. This course covers vehicles of risk management through insurance concepts including personal property, commercial property, and life and health.

Insurance Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Berkeley College
Training Center(s)/Venue(s): New York City, Manhattan, Brooklyn, White Plains, Woodland Park, Woodbridge, Newark, Paramus, United States

Students become familiar with the principles of risk management and insurance planning. Topics include risk exposure; property and casualty insurance; general business liability; and life, health, disability, and long-term care insurance.

Insurance and Risk Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: University of Hawaii at Manoa
Training Center(s)/Venue(s): Honolulu, United States

Introduces students to topics in the actuarial science and latest developments in risk management

Insurance Planning (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: York Technical College
Training Center(s)/Venue(s): Rock Hill, United States

This course is designed to acquaint the student
with the basic principles and various types
of insurance devices. Approved for 24 hours
Insurance CE credit.

Insurance Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: CPCC Corporate and Continuing Education
Training Center(s)/Venue(s): Charlotte, United States
  V

The course focuses on the role of planning for insurance needs. It covers basic concepts in risk management and insurance, insurance industry operations, legal principles pertaining to the industry, and regulation of insurers. Students will examine social insurance, life insurance and annuities, medical and disability income insurance, long-term care insurance, and personal property and liability insurance. The course concludes with an overview of commericial property and liability insurance, as well as a case study

Insurance (Diploma)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Seneca College of Applied Arts and Technology
Training Center(s)/Venue(s): King City, Markham, Toronto, Canada
  V

The Business - Insurance program prepares you for a dynamic career in the property and casualty (general) insurance industry in Canada where 49% of the work force is between 41 and 60 years of age currently. Offered in co-operation with the Insurance Institute of Canada (IIC), this program is anchored on the fundamental aspects of both business and insurance and was designed with experts from several national insurance firms. You’ll learn from courses that focus specifically on brokerage, underwriting and claims where career prospects are extremely strong. As a graduate, you will have had the opportunity to earn eight credits toward the internationally recognized Chartered Insurance Professional (CIP) designation. As part of the program, you’ll register with the IIC for the CIP courses/ exams at an additional cost.

Personal Life Insurance Planning

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Learninsurance.com
Training Center(s)/Venue(s): Austin, United States
  V

Students learn the type of client data needed and how to build client rapport and create trust. The various lump-sum cash needs at the death of a breadwinner are identified, and guidelines are provided that enable students to recommend life insurance in amounts that fully protect their clients. The surviving family’s income needs are examined, and the students learn how to calculate adequate survivor income and the life insurance needed to provide that income. Social Security survivor benefits are discussed, including the Child’s benefit, the Mother’s or Father’s benefit, and Widow’s and Widower’s benefit.

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