Investment Planning - CFP Certification
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About this course
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.
What you'll learn
- understanding different types of insurance
- conducting risk assessments for clients
- navigating the regulatory environment of insurance in India
- making informed personal finance decisions related to insurance
Course objectives
- to educate students about insurance needs in personal finance
- to provide insights into risk assessment processes
- to familiarize students with the regulatory landscape of insurance in India
Skills you'll gain
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