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311: Fundamentals of Insurance Planning Training Class |
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311: Fundamentals of Insurance Planning Training Seminar
This course introduces you to the concepts of insurance as a component of financial planning, covering such topics as:- Insurance industry operations
- Legal principles pertaining to the industry
- Regulation of insurers
- Risk Management
- Social Insurance
- Life insurance and annuities
- Medical and disability income insurance
- Long-term care insurance
- Personal property and liability insurance
- Commercial property and liability insurance
The course is comprehensive and challenging, but this Essential Solution Study Package brings clarity and focus to the material, honing in on key concepts and information likely to be found on exams. This Package contains the following:
Insurance Achievement Study Notes
Our Study Notes provide clear, concise presentations of the most current and essential exam content.
Also included are realistic examples, problems and solutions, terms to know, key points, and sample exam questions where applicable-everything you need to know to pass exams the first time.
SchweserPro??? QBank- Drill and practice with more than 500 online questions per course to help you prepare for the exam

- Create personal study notes in the SchweserPro??? QBank, save for future reference, and print them out later
- Build custom practice exams using the topics and number of questions you select
InstructorLink???- Schweser Library online access to on-demand streaming videos
- Blog featuring exam tips, strategies, and motivational help by content experts to keep you focused on your goal

- Online instructor access-a virtual connection to a designation specialist who can provide help and guidance with any questions that may arise during your studies
- Searchable FAQs where you may search past questions and sort topics
- Study Calendars (Downloadable PDF)
We have helped thousands of people earn an advanced designation by offering efficient, effective study solutions that make the path to success easier. We can help you too!
Note: This course is required for the CLU Program, ChFC Program and CFP?? Certification Curriculum. Click on any of these hyperlinked items for a full description of that designation.
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Price |
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$149.00
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