Risk Analysis and Insurance Planning- CFP Certification
Module- CFP
4.66 (78 reviews)
250
students
6.5 hours
content
Jun 2019
last update
$79.99
regular price
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
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
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2408114
udemy ID
11/06/2019
course created date
24/09/2020
course indexed date
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