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Has discount
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Made in

English
Last updated at

Fri, 11-Sep-2026
Level
Intermediate
Total lessons

35
Total duration

00:00:00 Hours
Number of reviews

0
Total enrolment

2
Avg rating
Short description
Build expertise in personal financial planning and wealth advisory through a structured program focused on holistic financial planning, portfolio construction, investment products, taxation and client engagement.
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Requirements
  • No minimum educational requirement, but a bachelor’s degree can be beneficial
  • A background in insurance, banking, financial planning, wealth management, investment distribution, or other BFSI roles can help learners relate the concepts to real client situations.
Outcomes
  • Understand the difference between policy selling and protection advisory
  • Identify client responsibilities, risks, and hidden protection needs
  • Assess existing insurance cover and find protection gaps
  • Calculate life insurance needs using practical methods
  • Evaluate health, critical illness, accident, and disability protection needs
  • Match insurance recommendations with client needs and affordability
  • Read policy benefits, exclusions, conditions, and limitations
  • Compare insurance products based on suitability rather than popularity
  • Handle client objections and explain recommendations in simple language
  • Understand the importance of disclosures and correct documentation
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