Risk Analysis and Insurance Planning- CFP Certification

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Risk Analysis and Insurance Planning- CFP Certification

About this course

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.

What you'll learn

  • understand the different types of insurance
  • assess clients' insurance needs
  • navigate the regulatory environment of insurance in India

Course objectives

  • to introduce key concepts of risk assessment
  • to explain the basics of life and general insurance
  • to familiarize students with the insurance regulatory landscape

Skills you'll gain

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