Risk Analysis and Insurance Planning- CFP Certification

Module- CFP

Created by: International College of Financial Planning
ICoFP is the Pioneer and Market Leader in CFPCM Education.

What Will I 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)

Target audience

• Working Professionals
• Finance students
• Graduates curious about Financial Planning
• Financial Planners/Advisers
• Mutual Fund Brokers
• Financial Consultants