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Risk Analysis and Insurance Planning- CFP Certification

Online Course

Udemy
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Risk Analysis and Insurance Planning- CFP Certification
  1. What is the course about?
  2. Prerequisites & Facts
  3. Cost, Certificate & Degree
  4. Reviews & Experiences

What is the course about?

Risk Analysis and Insurance Planning- CFP Certification
The course Risk Analysis and Insurance Planning- CFP Certification is an online class provided by Udemy. It may be possible to receive a verified certification or use the course to prepare for a degree.

Module- CFP

Course description
  • Risk Analysis and Insurance Planning- CFP Certification
  • Understand about the role of the financial planner in the personal risk assessment process
  • Matching the insurance needs and risk assessment of clients
  • Learn about the process of advising various types of insurance products for clients
  • Develop the analytical ability to assess individual risk areas and the extent and type of protection best suited for the client’s financial situation and financial goals
  • Have a clear idea about how to integrate risk assessment and risk protection into a comprehensive financial plan
  • A candidate must have completed Introduction to Financial Planning (1st module of CFP Certification)
  • 6.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
  • International College of Financial Planning
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Prerequisites & Facts

Risk Analysis and Insurance Planning- CFP Certification

Course Topic

Finance, Finance & Accounting, Insurance

University, College, Institution

Udemy

Course Skill Level

see course summary

Course Language

English

Place of class

Online, self-paced (see curriculum for more information)

Degree

Certificate

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Degree & Cost

Risk Analysis and Insurance Planning- CFP Certification

To obtain a verified certificate from Udemy you have to finish this course or the latest version of it, if there is a new edition. The class may be free of charge, but there could be some cost to receive a verified certificate or to access the learning materials. The specifics of the course may have been changed, please consult the provider to get the latest quotes and news.
Udemy
Risk Analysis and Insurance Planning- CFP Certification
provided by Udemy
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Reviews

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Risk Analysis and Insurance Planning- CFP Certification
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School: Udemy
Topic: Finance, Finance & Accounting, Insurance

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