Overview
Risk Management and Insurance Planning Overview
Risk management and insurance play crucial roles in creating a comprehensive financial plan. While we all hope not to face major tragedies – the death of a spouse, an injury that prevents working, or a major health crisis – planning for them helps best protect the interests of the client, their family, and any business interests they may have.
Risk Management and Insurance Planning Learning Objectives
Upon completing this course, you will be able to:
- Develop a comprehensive risk management strategy using insurance products in three key categories: life, disability, and health.
- Conduct a needs-based analysis and create a recommendation of insurance products based on a client’s goals.
- Understand and be able to speak to the benefits and drawbacks of the main types of insurance products: life, disability, and health.
Who Should Take This Course?
This course is essential for anyone looking to pursue a role as a financial planner.
Risk Management and Insurance Planning
Led by Chris Wyman
Level 2
Approx 3h to complete
100% online and self-paced
Get Recognized With CFI
See All Certification ProgramsWhat you'll learn
Lesson
Multimedia
Exams
Files
Introduction
Introduction to Risk Management and Insurance Planning
Conclusion
Qualified Assessment
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Financial Planning & Wealth Management (FPWM)â„¢ Certification
Risk Management and Insurance Planning is part of the Financial Planning & Wealth Management (FPWM)â„¢ certification, which includes 23 courses.
- Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
- Career Prep Financial Planner, Investment Advisor, Portfolio Manager
What our students say
this course is important for the right insurance product to select for a good financial plan
this course is important for the right insurance product to select for a good financial plan
this course is important for the right insurance product to select for a good financial plan
Julius Anuolu Oloyede
The best experience ever
read and study to understand, don't just read for the sake of getting a certificate,
read and study to understand, don't just read for the sake of getting a certificate,
Gift Surprise Mathunya
Amazing Content
CFI's FPWM has contributed greatly to my education in financial planning and investments. The content is clearly unmatched. The educators are well qualified and deliver the content in an organized and entertaining way. Highest value course out there in the market for its price.
CFI's FPWM has contributed greatly to my education in financial planning and investments. The content is clearly unmatched. The educators are well qualified and deliver the content in an organized and entertaining way. Highest value course out there in the market for its price.
Luken Ko
Excellent Course of Risk Management & Insurance Planning
A comprehensive course of risk management and insurance planning with a case study and real-life demonstration between the insurance agent and clients.
A comprehensive course of risk management and insurance planning with a case study and real-life demonstration between the insurance agent and clients.
