Financial Planning for Insurance Advisors
Course
In Mumbai
Description
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Type
Course
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Location
Mumbai
Facilities
Location
Start date
Start date
Reviews
Course programme
We can design and deliver programs based on your specific requirements. While developing the content we keep in mind your business needs, the profile of participants and the market place they operate in. The case studies, the training material and the delivery are customized to suit your requirements to ensure relevance and interest for the participants. Sessions involve participant’s interactions via role plays, presentations thereby encouraging the participants to apply their learning in a simulated environment.
* Use of Financial Planning Process
* Financial Mathematics
* Insurance as a risk management tool
* Insurance Trends – India Vs Global Markets
* Insurance Need Analysis
* Understanding different Asset Classes
* Understanding Equity Markets
* Understanding Mutual Funds
* Understanding Risks
* Risk Profiling
* Investment Planning & Building Investment Portfolio
* Basics Of Taxation, Tax Planning
* Retirement Planning
* Wealth Building Strategies
* How to become a successful & trusted Financial Planner
Financial Planning for Insurance Advisors