MBA, CFP®, ChFC®, CWM®, ChMA, AEPP, STEP Associate
BSc(Banking & Finance), CFP®, Certified Behavioral & Career Consultant™
MBA(Strategic Wealth Management), CFP®, CWM®, RFC®, ASEP®, ChMA®, CBC
CategoriesCERTIFIED FINANCIAL PLANNER
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.