Financial Planning: Auto & Homeowners Insurance

Financial Planning: Auto & Homeowners Insurance

CPE Credit:
1

Overview

Description:
While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs – yet they are also complex products. This complexity raises questions in clients’ minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners’ policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Field of Study:
Finance (1 CPE)

Instructor

Instructor:
David Peters

Additional Details

Who should attend:
Financial services professionals who want to gain a better understanding of auto and homeowners’ insurance, so that they can better address client questions.
Program Level:
Overview
Program Content:

The major topics that will be covered in this course include:

  • Overview of Insurance types
  • Overview of Insurance policies and contract sections
  • Examples of types of policies and coverages

 

Learning Objectives:

After attending this presentation, you will be able to…

  • Recognize the major sections of an insurance policy.
  • Recall the sections of the personal auto insurance policy.
  • Identify key provisions in homeowners’ insurance policies.
Prerequisites:
None
Advanced Preparation:
None
Developed By:
Peters Professional Education LLC
Format:
Group-Internet-Based
Course Code:
PEDPFPA1

Registration:

$55.00

Attendee Information

Please select one of the following options to register for this webinar:

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Financial Planning: Auto & Homeowners Insurance

Course Code:
PEDPFPA1
Program Level:
Overview
Description:
While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs – yet they are also complex products. This complexity raises questions in clients’ minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners’ policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Program Content:

The major topics that will be covered in this course include:

  • Overview of Insurance types
  • Overview of Insurance policies and contract sections
  • Examples of types of policies and coverages

 

Learning Objectives:

After attending this presentation, you will be able to…

  • Recognize the major sections of an insurance policy.
  • Recall the sections of the personal auto insurance policy.
  • Identify key provisions in homeowners’ insurance policies.
Who should attend:
Financial services professionals who want to gain a better understanding of auto and homeowners’ insurance, so that they can better address client questions.
Developed By:
Peters Professional Education LLC
Instructor:
David Peters
CPE Credit:
1
Field of Study:
Finance (1 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based

Registration:

$55.00

Attendee Information

Please select one of the following options to register for this webinar:

OR

Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register

Price

Single Registration
$55.00

Upcoming Dates

  • 5/8/2026 @ 1:00 PM
  • 5/11/2026 @ 1:30 PM
  • 5/19/2026 @ 11:00 AM
  • 5/28/2026 @ 9:00 AM
  • 6/5/2026 @ 1:00 PM
  • 6/8/2026 @ 1:00 PM
  • 6/18/2026 @ 5:00 PM
  • 6/23/2026 @ 11:00 AM
  • 6/30/2026 @ 1:00 PM
  • 7/8/2026 @ 9:00 AM
  • 7/17/2026 @ 3:00 PM
  • 7/25/2026 @ 1:00 PM
  • 7/28/2026 @ 1:00 PM
  • 8/5/2026 @ 11:00 AM
  • 8/11/2026 @ 9:00 AM
  • 8/20/2026 @ 5:00 PM
  • 8/28/2026 @ 12:00 PM
  • 9/4/2026 @ 2:00 PM
  • 9/10/2026 @ 1:00 PM
  • 9/14/2026 @ 9:00 AM
  • 9/23/2026 @ 5:00 PM
  • 10/1/2026 @ 11:00 AM
  • 10/8/2026 @ 2:00 PM
  • 10/13/2026 @ 9:00 AM
  • 10/19/2026 @ 1:00 PM
  • 10/28/2026 @ 1:30 PM
  • 11/3/2026 @ 12:00 PM
  • 11/12/2026 @ 9:00 AM
  • 11/18/2026 @ 12:00 PM
  • 11/23/2026 @ 11:00 AM
  • 12/4/2026 @ 9:00 AM
  • 12/12/2026 @ 1:00 PM
  • 12/17/2026 @ 9:00 AM
  • 12/22/2026 @ 11:00 AM
  • 12/30/2026 @ 12:00 PM
  • 1/5/2027 @ 9:00 AM
  • 1/15/2027 @ 9:00 AM
  • 1/18/2027 @ 11:00 AM
  • 1/28/2027 @ 1:00 PM
  • 2/4/2027 @ 1:00 PM
  • 2/8/2027 @ 11:00 AM
  • 2/15/2027 @ 1:00 PM
  • 2/26/2027 @ 12:00 PM
  • 3/1/2027 @ 9:00 AM
  • 3/9/2027 @ 12:00 PM

All times are Eastern Time Zone

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