Why did you decide to enroll in the program?

I felt it would provide me with the necessary knowledge to advance in my career. Insurance is a necessity when planning for a successful financial future and obtaining this knowledge will provide me with a wider perspective and better understanding of insurance.

How does the Kansas Insurance Certificate relate to your intended career path?

A huge part of financial planning is not only looking at investments and how to manage the client’s finances, but also has a lot to do with insurance. To create a well thought-out financial plan, it is crucial to understand which kinds of insurance the client already has and what types of insurance could be useful to invest in. This process involves short and long-term goals and some financial goals cannot be met without protecting assets with insurance.

Certain types of insurance bring clients a peace of mind knowing their assets and families are financially protected from unfortunate situations or death. Obtaining the knowledge from the Kansas Insurance Certificate gives me an advantage because I understand fundamental characteristics of several types of insurance and feel comfortable explaining these topics in a basic way. Ultimately, I feel financial planning and insurance go hand-in-hand and in order to have a successful financial future, insurance is crucial.

What is the greatest benefit you are hoping to receive from the certificate?

The courses are designed for you to not only understand the fundamentals but also how to apply this information through the use of case studies. Having these skills will ultimately provide me with the foundation necessary to advise clients in the future.

The classes were all interesting and I enjoyed the topics covered in the courses. I felt the information taught throughout the classes was useful and helped improve my analytical skills. I feel more prepared to begin my career after graduation!