Risk Analysis and Insurance Planning- CFP Certification

Risk Analysis and Insurance Planning- CFP Certification

Genre: eLearning | MP4 | Video: h264, 1280x720 | Audio: aac, 44100 HzLanguage: English | VTT | Size: 2.39 GB | Duration: 6h 37mWhat you'll learnUnderstand about the role of the financial planner in the personal risk assessment processMatching the insurance needs and risk assessment of clientsLearn about the process of advising various types of insurance products for clientsDevelop the analytical ability to assess individual risk areas and the extent and type of protection best suited for the client�s financial situation and financial goalsHave a clear idea about how to integrate risk assessment and risk protection into a comprehensive financial planRecommend appropriate solution for providing protection against exposures to risks of mortality, health, disability, property, liability, and long term care riskHave a working knowledge regarding the various concepts and regulatory environment of insurance in IndiaRequirementsA candidate must have completed Introduction to Financial Planning (1st module of CFP Certification)DescriptionThis module covers the knowledge requirements relating to insurance needs and risk assessment of clients. It introduces insurance and different types of risk against which insurance is needed in today�s era. It explains the concept of Life insurance as well as General insurance and the concepts within. It also talks about the regulatory environment of insurance in India.Who this course is for:Working ProfessionalsFinance studentsGraduates curious about Financial PlanningFinancial Planners/AdvisersMutual Fund BrokersFinancial Consultants