Personal Finance #7-Insurance-Home & Car


Study danger mitigation technique & how owners insurance coverage and automobile insurance coverage are used from a Licensed Public Account CPA

What you’ll be taught

  • Outline insurance coverage
  • Implement a danger mitigation technique
  • Assemble a private insurance coverage plan
  • Outline property insurance coverage and clarify the way it suits right into a danger mitigation technique
  • Outline legal responsibility insurance coverage and the way it suits right into a danger mitigation technique
  • Describe owners insurance coverage and the way it suits right into a danger mitigation technique
  • Describe renter’s insurance coverage and the way it suits right into a danger mitigation technique
  • Describe automobile insurance coverage
  • Listing the elements of automobile insurance coverage
  • Describe which sorts of automobile insurance coverage could also be required by legislation and why

Necessities

  • None

Description

This course focuses on private finance selections associated to residence and automobile insurance coverage.

We’ll talk about the idea of insurance coverage typically and the way insurance coverage suits into a private finance technique designed to medicate danger.

The course will outline and clarify property insurance coverage and components to think about when implementing property insurance coverage planning.

We can even talk about legal responsibility insurance coverage and the way it suits into our danger administration technique.

Learners will be capable of outline owners’ insurance coverage and how you can use it. We can even talk about renter’s insurance coverage, evaluating and contrasting owners insurance coverage and renters insurance coverage.

The course will outline automobile insurance coverage, break down automobile insurance coverage elements, and talk about which sorts of insurance coverage could also be legally required and why.

For these elements of automobile insurance coverage that aren’t legally required, we are going to take into account when it might nonetheless be acceptable to buy them in accordance with our private danger mitigation technique.

We can even have apply issues, together with downloadable Excel Workbooks, which customers may open utilizing Google Sheets.

The Excel Workbooks will usually have at the least two tabs. One tab could have the reply key so learners can deconstruct the issue. The second tab is the place we work the apply downside step-by-step together with the academic movies.

Who this course is for:

  • Particular person
  • Private monetary advisors
English
language

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