Get confident with property and liability insurance. Understand home and car risks and build a smarter financial plan. Enroll now! Read more.
Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI
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Who this course is for:
- Individuals looking to understand how insurance fits into a personal finance strategy
- Homeowners, renters, or drivers seeking to protect their assets through smart coverage decisions
- Students, professionals, or financial educators aiming to build foundational knowledge in property and liability insurance
- Anyone interested in real-world applications of personal risk management
What you’ll learn:
- The fundamentals of property and liability insurance and their role in personal finance
- How to evaluate homeowners insurance, renters insurance, and make informed coverage decisions
- What car insurance covers, which components are legally required, and when to add optional protection
- Strategies to manage financial risk through tailored insurance planning
- How to apply your knowledge through guided practice problems using downloadable Excel and Google Sheets workbooks
Requirements:
- A basic understanding of personal finance concepts
- Access to Excel or Google Sheets for the guided exercises
Protect Your Future with Practical Home and Car Insurance Planning Techniques!
This course offers a practical and accessible introduction to property and liability insurance, showing how it fits into a broader personal finance strategy. Whether you’re protecting a home, a vehicle, or your overall financial security, you’ll gain the skills to evaluate insurance options with clarity and confidence.
The content of this course will focus on the 3 areas:
- Property Insurance – Understand the differences between homeowners and renters insurance, and learn how to select the right coverage based on your living situation and goals.
- Liability Insurance – Learn how liability protection works and why it’s a vital part of any risk management plan.
- Car Insurance – Break down core components of auto insurance, including what’s legally required and when optional coverage might still be worth it.
With expert instruction and real-world examples, this course will help you make smarter, more informed decisions about home insurance and car insurance, while also strengthening your overall financial literacy.Â
Start Now and Explore My Courses To Build Your Financial & Accounting Skills Today!
Our Promise to You
By the end of this course, you will have learned about Personal Finance – Home and Car Insurance.Â
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.Â
Keep Learning and Head to Our Blog Posts For More Actionable Tips and Advanced Strategies!
Course Curriculum
Section 1 - Presentations - Home And Automobile | |||
What Is Insurance | 00:00:00 | ||
Risk Terminology | 00:00:00 | ||
Risk Management Strategies Overview | 00:00:00 | ||
Personal Insurance Plan Overview | 00:00:00 | ||
Property Insurance | 00:00:00 | ||
Property Insurance Planning | 00:00:00 | ||
Liability Insurance | 00:00:00 | ||
Liability Insurance Companies | 00:00:00 | ||
Homeowners Insurance | 00:00:00 | ||
Renter's Insurance | 00:00:00 | ||
Car Insurance | 00:00:00 | ||
Automobile Insurance | 00:00:00 | ||
Automobile Insurance Part 2 | 00:00:00 | ||
Actual Cash Value | 00:00:00 | ||
Section 2 - Practice Probs. - Home And Automobile | |||
Cash Value Insurance Payment Calculation | 00:00:00 | ||
Coinsurance Provision Payment Calculation | 00:00:00 | ||
Car Insurance Payment Calculation | 00:00:00 | ||
Insurance Payment Calculation Property Damage | 00:00:00 | ||
Savings from Insurance Discount Calculation | 00:00:00 | ||
Homeowner’s Insurance Coverage For Personal Belongings Payout Calculation | 00:00:00 | ||
Recovery Period for Maintenance To Reduce Insurance Premium | 00:00:00 | ||
Section 3 - Excel Probs. - Home And Automobile | |||
Cash Value Insurance Payment Calculation | 00:00:00 | ||
Coinsurance Provision Payment Calculation | 00:00:00 | ||
Car Insurance Payment Calculation | 00:00:00 | ||
Insurance Payment Calculation Property Damage | 00:00:00 | ||
Savings From Insurance Discount Calculation | 00:00:00 | ||
Recovery Period For Maintenance To Reduce Insurance Premium | 00:00:00 | ||
Comp. Prob. Part 2 – Balance Sheet | 00:00:00 | ||
Comp. Prob. Part 3 – Income Statement Accrual Vs Cash Basis | 00:00:00 | ||
Comp. Prob. Part 4 – Estimated Property Insurance Needed | 00:00:00 |
About This Course
Who this course is for:
- Individuals looking to understand how insurance fits into a personal finance strategy
- Homeowners, renters, or drivers seeking to protect their assets through smart coverage decisions
- Students, professionals, or financial educators aiming to build foundational knowledge in property and liability insurance
- Anyone interested in real-world applications of personal risk management
What you’ll learn:
- The fundamentals of property and liability insurance and their role in personal finance
- How to evaluate homeowners insurance, renters insurance, and make informed coverage decisions
- What car insurance covers, which components are legally required, and when to add optional protection
- Strategies to manage financial risk through tailored insurance planning
- How to apply your knowledge through guided practice problems using downloadable Excel and Google Sheets workbooks
Requirements:
- A basic understanding of personal finance concepts
- Access to Excel or Google Sheets for the guided exercises
Protect Your Future with Practical Home and Car Insurance Planning Techniques!
This course offers a practical and accessible introduction to property and liability insurance, showing how it fits into a broader personal finance strategy. Whether you’re protecting a home, a vehicle, or your overall financial security, you’ll gain the skills to evaluate insurance options with clarity and confidence.
The content of this course will focus on the 3 areas:
- Property Insurance – Understand the differences between homeowners and renters insurance, and learn how to select the right coverage based on your living situation and goals.
- Liability Insurance – Learn how liability protection works and why it’s a vital part of any risk management plan.
- Car Insurance – Break down core components of auto insurance, including what’s legally required and when optional coverage might still be worth it.
With expert instruction and real-world examples, this course will help you make smarter, more informed decisions about home insurance and car insurance, while also strengthening your overall financial literacy.Â
Start Now and Explore My Courses To Build Your Financial & Accounting Skills Today!
Our Promise to You
By the end of this course, you will have learned about Personal Finance – Home and Car Insurance.Â
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.Â
Keep Learning and Head to Our Blog Posts For More Actionable Tips and Advanced Strategies!
Course Curriculum
Section 1 - Presentations - Home And Automobile | |||
What Is Insurance | 00:00:00 | ||
Risk Terminology | 00:00:00 | ||
Risk Management Strategies Overview | 00:00:00 | ||
Personal Insurance Plan Overview | 00:00:00 | ||
Property Insurance | 00:00:00 | ||
Property Insurance Planning | 00:00:00 | ||
Liability Insurance | 00:00:00 | ||
Liability Insurance Companies | 00:00:00 | ||
Homeowners Insurance | 00:00:00 | ||
Renter's Insurance | 00:00:00 | ||
Car Insurance | 00:00:00 | ||
Automobile Insurance | 00:00:00 | ||
Automobile Insurance Part 2 | 00:00:00 | ||
Actual Cash Value | 00:00:00 | ||
Section 2 - Practice Probs. - Home And Automobile | |||
Cash Value Insurance Payment Calculation | 00:00:00 | ||
Coinsurance Provision Payment Calculation | 00:00:00 | ||
Car Insurance Payment Calculation | 00:00:00 | ||
Insurance Payment Calculation Property Damage | 00:00:00 | ||
Savings from Insurance Discount Calculation | 00:00:00 | ||
Homeowner’s Insurance Coverage For Personal Belongings Payout Calculation | 00:00:00 | ||
Recovery Period for Maintenance To Reduce Insurance Premium | 00:00:00 | ||
Section 3 - Excel Probs. - Home And Automobile | |||
Cash Value Insurance Payment Calculation | 00:00:00 | ||
Coinsurance Provision Payment Calculation | 00:00:00 | ||
Car Insurance Payment Calculation | 00:00:00 | ||
Insurance Payment Calculation Property Damage | 00:00:00 | ||
Savings From Insurance Discount Calculation | 00:00:00 | ||
Recovery Period For Maintenance To Reduce Insurance Premium | 00:00:00 | ||
Comp. Prob. Part 2 – Balance Sheet | 00:00:00 | ||
Comp. Prob. Part 3 – Income Statement Accrual Vs Cash Basis | 00:00:00 | ||
Comp. Prob. Part 4 – Estimated Property Insurance Needed | 00:00:00 |