Course curriculum

    1. 8760 What is Insurance

    2. 8770 Risk Terminology

    3. 8780 Risk Management Strategies Overview

    4. 8790 Personal Insurance Plan Overview

    5. 8800 Property Insurance

    6. 8820 Property Insurance Planning

    7. 8840 Liability Insurance

    8. 8845 Liability Insurance Companies16c8c3.autosave

    9. 8850 Homeowners Insurance

    10. 8855 Renter's Insurance

    11. 8857 Car Insurance

    12. 8860 Automobile Insurance

    13. 8861 Automobile Insurance Part 2

    14. 8875 Actual Cash Value

    1. 8020 Cash Value Insurance Payment Calculation

    2. 8040 Coinsurance Provision Payment Calculation

    3. 8060 Car Insurance Payment Calculation

    4. 8070 Insurance Payment Calculation Property Damage

    5. 8080 Savings from Insurance Discount Calculation

    6. 8090 Homeowner’s Insurance Coverage for Personal Belongings Payout Calculation

    7. 8110 Recovery Period for Maintenance to Reduce Insurance Premium

    1. 8020 Cash Value Insurance Payment Calculation

    2. 8040 Coinsurance Provision Payment Calculation

    3. 8060 Car Insurance Payment Calculation

    4. 8070 Insurance Payment Calculation Property Damage

    5. 8080 Savings from Insurance Discount Calculation

    6. 8110 Recovery Period for Maintenance to Reduce Insurance Premium

    7. 8215 Comp. Prob. Part 2 – Balance Sheet

    8. 8217 Comp. Prob. Part 3 – Income Statement Accrual vs Cash Basis

    9. 8220 Comp. Prob. Part 4 – Estimated Property Insurance Needed

About this course

  • $40.00
  • 30 lessons
  • 7.5 hours of video content

Description

This course focuses on personal finance decisions related to home and car insurance.

We will discuss the concept of insurance in general and how insurance fits into a personal finance strategy designed to medicate risk.

The course will define and explain property insurance and factors to consider when implementing property insurance planning.

We will also discuss liability insurance and how it fits into our risk management strategy.

Learners will be able to define homeowners’ insurance and how to use it. We will also discuss renter’s insurance, comparing and contrasting homeowners insurance and renters insurance. 

The course will define car insurance, break down car insurance components, and discuss which kinds of insurance may be legally required and why.

For those components of car insurance that are not legally required, we will consider when it may still be appropriate to purchase them in accordance with our personal risk mitigation strategy. 

We will also have practice problems, including downloadable Excel Workbooks, which users may also open using Google Sheets.

The Excel Workbooks will generally have at least two tabs. One tab will have the answer key so learners can deconstruct the problem. The second tab is where we work the practice problem step-by-step along with the instructional videos.