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Personal Finance Management

Insurance Essentials - Protecting Yourself and Your Assets

Jul 13–24, 2026 ·

12 days in-person Capacity 25
Cohort Details

About this cohort

In this course, participants will explore the various types of insurance, including health, life, auto, home, disability, and property insurance. The course will focus on the essential principles of insurance, helping you understand how insurance works, the importance of assessing your risk profile, and how to choose the right coverage for your situation. Participants will learn how to evaluate different insurance policies, understand premiums, deductibles, and coverage limits, and make informed decisions based on their individual or family needs. The course will also address strategies for reducing premiums without sacrificing essential coverage, ensuring you can protect what matters most at a cost-effective rate.

Dates

July 13, 2026 to
July 24, 2026
(12 days)

Location


in-person

Cohort size

Up to 25 participants
25 seats available

Certification

On successful completion you'll receive a verifiable Excel Trainings certificate with a unique 7-character code.


Curriculum Highlights

What you'll cover

A structured curriculum delivered through expert instruction, applied case studies, and group exercises. Full syllabus available on request.


Target Audience

Who this is for

Individuals and families who want to understand the basics of insurance and how to protect their health, assets, and loved ones.
New policyholders looking to learn how to evaluate insurance options and select the best coverage for their needs.
Small business owners who want to protect their business assets, employees, and operations with appropriate insurance policies.
Anyone interested in gaining peace of mind by understanding how to navigate the complexities of insurance coverage and ensure they’re adequately protected.
View the full program description →
25 seats available

Register for this cohort

  • StartJuly 13, 2026
  • EndJuly 24, 2026
  • Duration12 days
  • LocationTBA
  • Formatin-person
Register now Make an enquiry ← Back to calendar
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