課程資料
報名日期
全年招生
課程級別
學習模式
修業期
7 小時 8 分鐘
教學語言
英語
授課導師
International College of Financial Planning
評分
12次瀏覽
課程簡介
Module- CFP
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.
課程章節
- 6 個章節
- 52 堂課
- 第 1 章 Start Here
- 第 2 章 Investment Products Universe and their Applications
- 第 3 章 Risk Profiling of Products and Investors - Asset Allocation Determination
- 第 4 章 Goal-based Investment Planning, Measuring and Managing Risks, Analysis of Return
- 第 5 章 Investment Strategies and Portfolio Management
- 第 6 章 Regulatory Aspects- Investment Products and Investment Advisory
課程內容
- 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
- Determine the tax implication of the investment choices made, measure investment risk and risk-adjusted return in the strategy adopted, analyze performance of investment products and portfolios
- Recommend appropriate strategy to model a portfolio comprising varied investment products in tune with a well-established asset allocation suited to achieve the client’s financial goals
此課程所涵蓋的技能
評價
-
VVeduru kesava sai ram
Good
-
sshailesh bhatagunke
good
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CChristian Daniel Kasoma
good
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BBibekananda Bhattacharjee
It was really informative
