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Risk Analysis and Insurance Planning- CFP Certification
Rating: 4.7 out of 5(173 ratings)
261 students

Risk Analysis and Insurance Planning- CFP Certification

Module- CFP
Created byInternational College of Financial Planning
Last updated 6/2019
English

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

Course content

6 sections • 45 lectures • 6h 37m total length

  • Introduction to Insurance4:18
  • Perils and Hazards8:57
  • Basic Concepts of Insurance2:26
  • Difference between Insurance and Hedging5:05
  • Risk and its types7:21
  • Risk Management8:24
  • Principle 1: Principle of Utmost Goof Faith9:32
  • Principle 2: Principle of Insurable Interest5:57
  • Principle 3: Principle of Indemnity11:16
  • Principle 4, 5: Principle of Contribution and Subrogation6:37
  • Principle 6: Principle of Proximate Cause5:04

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

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