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)™ Certification
Risk Management and Insurance Planning is part of the Financial Planning & Wealth Management (FPWM)™ certification, which includes 28 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
Excellent Experience
CFI is the best learning platform for both finance students and professionals.
CFI is the best learning platform for both finance students and professionals.
Yaseen Ghori
Risk Management
Effective communication is very important as a financial advisor.
Effective communication is very important as a financial advisor.
Lydia Angolo Endjala
You provided the client with detailed, information about financial plans and what type of insurance we should take and which gives more benefits. this made the client feel involved and taken care of great job.. thank you
Shreyas joshi
Sharpens the mind
Engaging and interactive
Engaging and interactive
