Insurance and risk management

Financial Planning Academy
In Mumbai

Price on request
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Important information

  • Certificate
  • Mumbai
  • Duration:
    1 Year

Important information

Where and when

Starts Location
On request
Financial Planning Academy,1st Floor,Doulatram Mansion, Kitridge Road,Colaba, 400005, Maharashtra, India
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Frequent Asked Questions

· Requirements

-The minimum requirement is to have a Tenth Standard Degree (S.S.C., I.C.S.E, C.B.S.E any other equivalent degree) -To qualify as a CFP the minimum requirement is to clear all modules and: -Graduation Degree (Any field) + 3 years Work Experience or -Higher Secondary Education Degree or equivalent + 6 years work experience in any financial field.

Course programme

Insurance and risk management - Module 2 This module exhaustively covers the knowledge requirements relating to:

-Risk management and insurance decisions in personal financial planning.
-Identifying client's exposure to mortality, heath,disability, property, liability, and long-term care risk is emphasized.
-Selecting the apt risk management technique
-Various Insurance Policies and Strategies:
-General Insurance
-Life Insurance
-Motor Insurance
-Medical Insurance
-Insurance of Business Risk
-Regulation of Insurance
-Insurance Pricing
-Insurance Companies

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