Udemy Certificate 0

Investment Planning - CFP Certification

About this course

This module would cover the knowledge requirements relating to insurance needs and risk assessment of clients. It introduces students to various concepts and regulatory environment of insurance in India. The evolution process requires advice on decisions in selecting various types of insurance related to personal finance for clients. This includes protection against exposures to risks of mortality, health, disability, property, liability, and long term care risk.

55/100

CourseAsk score

What the provider tells you: 31/45
Who stands behind it: 8/35
How complete the listing is: 16/20

Scores how much the provider publishes and who stands behind it — not how well it is taught.

What you'll learn

understanding different types of insurance
conducting risk assessments for clients
navigating the regulatory environment of insurance in India
making informed personal finance decisions related to insurance

Course objectives

to educate students about insurance needs in personal finance
to provide insights into risk assessment processes
to familiarize students with the regulatory landscape of insurance in India

Investment Banking #risk assessment #personal finance #health insurance #property insurance #liability insurance #long-term care #disability insurance #investment planning #insurance types #mortality risk

Discounted on Udemy

List price $54.99. Udemy runs frequent sales, so the checkout price is usually far lower. We do not receive the live sale price, so we do not guess it — open the course to see today's.

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