Investment Planning - CFP Certification

Investment Planning - CFP Certification

This module would cover the knowledge requirements relating to insurance needs and risk assessment of clients. It introduces students to various concepts and regulatory environment of insurance in India. The evolution process requires advice on decisions in selecting various types of insurance related to personal finance for clients. This includes protection against exposures to risks of mortality, health, disability, property, liability, and long term care risk.

Module- CFP

Url: View Details

What you will learn

• Understand various asset classes and factors affecting them, the interplay between asset classes, products constituting those asset classes and their complexity and riskiness
• Enable a client to appreciate goal-based investing whereby systematic, periodical investments are made in one or multiple investment instruments as per the basic risk profile or goal specific risk capacity
• Determine various goal-based strategies and evaluate investment choices in the context of client’s financial planning needs

Rating: 4.41667

Level: All Levels

Duration: 7 hours

Instructor: International College of Financial Planning