Risk Analysis and Insurance Planning- CFP Certification

Risk Analysis and Insurance Planning- CFP Certification

This 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.

Module- CFP

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What you will 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

Rating: 4.45

Level: All Levels

Duration: 6.5 hours

Instructor: International College of Financial Planning