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所在平台: Udemy |
课程主页: https://www.udemy.com/course/plan-for-your-risk/
课程评论:没有评论
**课程名称:** PLAN For Your Risk (规划你的风险) **讲师:** Vincent Cheah, CFP **课程概述:** 本课程旨在帮助学员应对日益增长的风险,特别是保险保障方面的不足。许多千禧一代缺乏风险应对准备,尤其是通过保险。复杂的保险产品和操作流程使得普通大众难以做出选择,除非有特定保险公司的代表主动接触。在风险事件发生时,缺乏保险保障可能导致灾难性的经济损失。 **课程目标:** 本课程旨在为参与者提供知识和技能,以便他们能够利用金融市场上现有的产品来规划风险转移或风险分担。 **适合人群:** 年满18周岁,能够理解基本英语对话的公众。 **学习成果:** 完成本课程后,学员将能够: * 运用不同的风险管理技术管理个人风险(L4 - 分析)。 * 识别风险管理规划的重要性(L1 - 知识)。 * 列出费用和负债清单(L5 - 综合)。 * 制定风险管理目标(L5 - 综合)。 * 计算风险管理计划所需的金额(L4 - 应用)。 * 为未来需求改进风险管理计划(L6 - 评估)。 **课程内容:** * 风险和应急管理的重要性。 * 风险事件中的费用和负债。 * 风险管理目标及其金额。 * 风险管理计划及其后果的审查。
PLAN FOR YOUR RISKBY VINCENT CHEAH, CFPRationale· About half of millennials has no risk event preparations, especially through insurance· Sophisicated insurance products and operations brings complexities that causes people not to make any choices unless being approached by a specified insurance company's representative· Lack of insurance protection during specified events bring catastrophic losses to peopleObjectiveThe objective of this programme is to equip participants with the knowledge and skills to prepare for risk transfer or risk sharing with existing available selections in the financial marketCompetency StandardThere are no relevant competency standardsEntry RequirementThe programme is opened to all public whois aged 18 years old and aboveunderstands basic English conversationsLearning OutcomeAt the end of this programme, the participants will be able to:Manage their own risks with different risk management techniques (L4 - Analysis)Identify the importance of risk management planning (L1 - Knowledge)Construct expense and liabilities list (L5 - Synthesis)Construct risk management goals (L5 - Synthesis)Calculate the amount needed for the risk management plans (L4 - Application)Improve risk management plans for future needs (L6 - Evaluation)Topics CoveredImportance of risk and emergency managementExpenses and liabilities during risk eventsRisk management goals and its amountReview risk management plan and its consequences