[ DevCourseWeb ] Udemy - Risk Analysis and Insurance Planning- CFP Certification

[ DevCourseWeb.com ] Risk Analysis and Insurance Planning- CFP Certification

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

Who this course is for:
Working Professionals
Finance students
Graduates curious about Financial Planning
Financial Planners/Advisers
Mutual Fund Brokers
Financial Consultants

SCREENSHOTS

Use Winrar to Extract. And use a shorter path when extracting, such as C: drive

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