課程資料
報名日期
全年招生
課程級別
學習模式
修業期
6 小時 37 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 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.
課程章節
- 6 個章節
- 45 堂課
- 第 1 章 Concepts of Insurance and Risk Management
- 第 2 章 Insurance Contract and Legal Liability
- 第 3 章 Life Insurance
- 第 4 章 General Insurance
- 第 5 章 Regulatory Framework of Insurance
- 第 6 章 Sample Questions
課程內容
- 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
此課程所涵蓋的技能
評價
-
VVeduru kesava sai ram
Good
-
sshailesh bhatagunke
good
-
PPranjit Tamuli
goood
-
WWinny Koul
Over all good Session
