Risk Analysis and Insurance Planning- CFP Certification

Risk Analysis and Insurance Planning- CFP Certification, available at $79.99, has an average rating of 4.5, with 45 lectures, based on 67 reviews, and has 224 subscribers.

You will learn about 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 This course is ideal for individuals who are Working Professionals or Finance students or Graduates curious about Financial Planning or Financial Planners/Advisers or Mutual Fund Brokers or Financial Consultants It is particularly useful for Working Professionals or Finance students or Graduates curious about Financial Planning or Financial Planners/Advisers or Mutual Fund Brokers or Financial Consultants.

Enroll now: Risk Analysis and Insurance Planning- CFP Certification

Summary

Title: Risk Analysis and Insurance Planning- CFP Certification

Price: $79.99

Average Rating: 4.5

Number of Lectures: 45

Number of Published Lectures: 45

Number of Curriculum Items: 45

Number of Published Curriculum Objects: 45

Original Price: ₹3,299

Quality Status: approved

Status: Live

What You Will 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

Who Should Attend

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

Target Audiences

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

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.

Course Curriculum

Chapter 1: Concepts of Insurance and Risk Management

Lecture 1: Introduction to Insurance

Lecture 2: Perils and Hazards

Lecture 3: Basic Concepts of Insurance

Lecture 4: Difference between Insurance and Hedging

Lecture 5: Risk and its types

Lecture 6: Risk Management

Lecture 7: Principle 1: Principle of Utmost Goof Faith

Lecture 8: Principle 2: Principle of Insurable Interest

Lecture 9: Principle 3: Principle of Indemnity

Lecture 10: Principle 4, 5: Principle of Contribution and Subrogation

Lecture 11: Principle 6: Principle of Proximate Cause

Chapter 2: Insurance Contract and Legal Liability

Lecture 1: Insurance contract and its features

Lecture 2: Distinct Features of Insurance Contract

Lecture 3: Important Terms of Insurance

Lecture 4: Nomination and Assignment

Lecture 5: Rate making and its calculation

Lecture 6: Premium Calculation

Lecture 7: Analysis and selection of Insurance Products

Lecture 8: Torts

Chapter 3: Life Insurance

Lecture 1: Risk Exposure

Lecture 2: Human Life Basics

Lecture 3: HLV-Income Based Approach

Lecture 4: HLV-Need Based Approach

Lecture 5: HLV-Numerical

Lecture 6: Term and Endowment Plan

Lecture 7: Whole life and Universal Linked Plan

Lecture 8: Insurance linked Annuities

Lecture 9: Riders

Lecture 10: Bonus and its types

Lecture 11: Calculating return on saving component and taxation

Lecture 12: Numerical on Insurance Policy

Lecture 13: Provisions-Grace period, Free look period and Claim concession

Lecture 14: Calculating Surrender valued loan for policy

Chapter 4: General Insurance

Lecture 1: Health Insurance Features

Lecture 2: Travel and Motor Insurance

Lecture 3: Umbrella and Household Insurance

Lecture 4: Keyman Insurance and Professional Indemnity Insurance

Lecture 5: Directors and Officers liability and ESI

Lecture 6: Marine, Hull and Cargo Insurance

Chapter 5: Regulatory Framework of Insurance

Lecture 1: IRDA and Insurance Act

Lecture 2: Public Liability Motor vehicle Act and Indian Contract Act

Lecture 3: Consumer protection workmen compensation and Employee state act

Lecture 4: Other Regulatory aspects of Insurance and Agency Law

Chapter 6: Sample Questions

Lecture 1: Sample Questions-1

Lecture 2: Sample Questions-2

Instructors

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

Rating Distribution

1 stars: 1 votes
2 stars: 2 votes
3 stars: 7 votes
4 stars: 20 votes
5 stars: 37 votes

Frequently Asked Questions

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