CFP® (Certified Financial Planner Program) Module 2 - Risk Management & Insurance Planning

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

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September 17, 2020 - 2:00 pm

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CFP Training

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.

Please call 6533 6121 or email to enquiries@fp-edu.com to find out more!

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