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所在平台: Udemy |
课程主页: https://www.udemy.com/course/investment-planning-cfp-certification/
课程评论：没有评论
课程：投资规划 - CFP认证 课程概述：本模块涵盖与客户保险需求和风险评估相关的知识要求。它将介绍保险的各种概念以及印度的保险监管环境。课程还会就为客户选择个人理财相关的各类保险的决策提供建议，包括应对死亡、健康、残疾、财产、责任以及长期护理等风险的保障。
This module would cover the knowledge requirements relating to insurance needs and risk assessment of clients. It introduces students to various concepts and regulatory environment of insurance in India. The evolution process requires advice on decisions in selecting various types of insurance related to personal finance for clients. This includes protection against exposures to risks of mortality, health, disability, property, liability, and long term care risk.
