M2 - Risk Management and Insurance Planning


Income and assets of individuals are the cornerstones of financial planning. However they are exposed to risks. An uncertainty regarding loss is often termed as a risk. In a general sense the term ‘risk’ may be used to include all situations, in which there is an exposure to misfortune or adverse circumstances. This module teaches the advisors to help clients identify the risks that may financially cripple them, and the strategies that can be implemented to nullify these risks.

Click here for M2 – Course Specifications

Module Description Exam Date
2 Risk Management and Insurance Planning 11 Mar 2021, Thursday
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