This course is designed to introduce students into financial planning in addition to covering property, liability, life, health, and long-term care insurance. Students who successfully complete this course should understand the financial planning process, and CFP Board's Financial Planning Practice Standards and Code of Ethics. Moreover, they should understand the myriad of risks clients face and be able to analyze insurance policy provisions. Most importantly, students should be able to advise clients on matters relating to insurance, budgeting, and financing decisions such as whether to buy or lease an automobile.
Dates: Every Thursday | September 5 - October 31, 2024
Time: 3:00 p.m. - 6:00 p.m.
Location: Minnesota State University, Mankato's Edina location (7700 France Avenue South, #500, Edina, MN)
Room: 519
If you have any questions about this registration, please contact:
Center for Workforce Professional Education
507-389-1094 | workforce@mnsu.edu