Financial Planning for Insurance Advisors

IMS Proschool
In Mumbai

Rs 7,500
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Important information

  • Course
  • Mumbai

Important information

Where and when

Starts Location
On request
67, Jayant Building, Jain Hostel Road, Near Sion circle, Sion – west, Mumbai, 400022, Maharashtra, India
See map

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

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