Sum Clarity

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Insurance and Financial Planning

The objective of this course is to give you a baseline knowledge of the basic financial principles of money management. You will learn about financial concepts and put them into practice through out the course. You will develop and strengthen your skills with exercises that apply to your situation, making the learning experience personal. At the end of this course you will have a solid foundation to continue build your financial knowledge and skill sets.

The course is divided into 3 sessions.

  1. Insurance basics: you will learn about the general categories of Life and Disability insurances poliocies, key terms and definations and important factors to consider when purchasing insurance.
  2. Features and benefits: you will explore the features and benefits of each type of policy, identify what diffrentiates them from one another and explore how to match a specific policy to your individual needs.
  3. Chosing the right policy: We will utilize the knowledge we gained in the first two sessions and review insurance policies that are designed to meet the needs of various household scenarios.


>> GETTING STARTED:<< Select the ‘Insurance Basics‘ lesson below