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.
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 Learning Objectives
- 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.
Prerequisite Skills
Recommended skills to have before taking this course.
- Critical thinking
- Basic Math
Level 2
1h 24min
100% online and self-paced
Field of Study: Finance
Start LearningWhat You'll Learn
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 Professional (FPWMP®) Certification
- Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
- Career Prep Financial Planner, Investment Advisor, Portfolio Manager
