IfFP China | CSWM - Insurance

 
Audience

Advanced: Financial advisors with at least two years of experience in the financial industry, typically serving middle-class households (employees)
 
Curriculum Content（2 Days）

Non-life insurance
•    Overview/Category
•    Various types of characteristics
•    Basic Principles of Non-life Insurance
•    ......
 
How to determine the need for non-life coverage 
•    Factors Influencing Demand for Non-life Insurance
•    Characteristics of Non-life Insurance Demand in Current Market Environment
•    ......
 
The non-life insurance market in China
•    The market demand of non-life insurance in economically developed areas is higher than that in economically weak areas.
•    Development of Property Insurance in China
•    Analysis of China's Market
•    ......
 
How to secure against the risks for property – insurance planning
•    Four Accounts for Asset Allocation
•    Family Property Insurance Planning
•    ......
 
Motor Vehicle Insurance Planning
•    Risk Identification of Household Motor Vehicles
•    Result after risk occurs
•    Analysis of common risk factors
•    Risk assessment
•    ......
 
Personal and Family Liability Insurance Planning
•    Legal Common Sense
•    Risk Identification of Individual and Family Responsibilities
•    Family Liability Insurance Products
•    ......

Insurance Planning of Personal Risk between Individual and Family
•    Risk analysis
•    Risk assessment
•    ......
 
Suggestions on the Sale of Insurance Products Advisory Process
•    Customer Risk Preference and Bearing Capacity
•    Asset Allocation Process
•    Financial Planning
•    ......