Module 2: Risk Management and Insurance Planning

Download Brochure

DURATION:
24.5hrs
ID:
CFP02
CREDIT:
10

INSTRUCTORS:

Ronald Wong
PRINCIPAL INSTRUCTOR for CFP and CPD Programs
MBA, CFP®, ChFC®, CWM®, ChMA, AEPP, STEP Associate
Heng Kee Hong
INSTRUCTOR for CFP Program
CFP®
Aaron Graham Tay
INSTRUCTOR for CFP Program
BSc(Banking & Finance), CFP®, Certified Behavioral & Career Consultant™
Joshua Jimmy Tan
INSTRUCTOR for CFP Program
MBA(Strategic Wealth Management), CFP®, CWM®, RFC®, ASEP®, ChMA®, CBC
Lim Chung Wei
INSTRUCTOR for CFP and FA-CPD Programs
LLB(Hons), MSc(Marketing), CFP®, Adv. Cert-in-Teaching(Newcastle), ACTA

The transfer of risk through the use of insurance is a principal method of handling risk exposures. This module examines the principles of risk management and insurance to identify a client’s risk exposures and to select appropriate risk management techniques. This module also reviews insurance contracts pertaining to both life and general products, and provides practical insurance checklists. Analysis of medical disability and life insurance needs and methods of determining products best suited to clients’ needs are also examined.

Leave a Reply

Your email address will not be published. Required fields are marked *

TOP
8 Feb - Update About Your Classes in Response to DORSCON ORANGERead more