Genre: eLearning | MP4 | Video: h264, 1280x720 | Audio: aac, 44100 Hz
Language: English | VTT | Size: 2.39 GB | Duration: 6h 37m

This module covers the knowledge requirements relating to insurance needs and risk assessment of clients.

What you'll learn

Understand about the role of the financial planner in the personal risk assessment process

Matching the insurance needs and risk assessment of clients

Learn about the process of advising various types of insurance products for clients

Develop 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 goals

Have a clear idea about how to integrate risk assessment and risk protection into a comprehensive financial plan

Recommend appropriate solution for providing protection against exposures to risks of mortality, health, disability, property, liability, and long term care risk

Have a working knowledge regarding the various concepts and regulatory environment of insurance in India

Requirements

A candidate must have completed Introduction to Financial Planning (1st module of CFP Certification)

Description

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 Professionals

Finance students

Graduates curious about Financial Planning

Financial Planners/Advisers

Mutual Fund Brokers

Financial Consultants



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