Key man insurance is an insurance policy where the proposer as well as the premium payer is the employer, the life to be insured is that of the employee and the benefit, in case of a claim, goes to the employer. The `keyman’ here could be the promoters ,partners or directors in a private/public limited copany . It could also be any person employed by a company having a special skill set or substantial responsibilities and who contributes significantly to the profits of the organisation
- Identifying the needs of the individual , the process and logic behind it and how a financial plan can create the road map for tomorrow.
- Creating a path to wealth in a stable ,consistent and healthy manner.
- Medical and Critical insurance – The need for it and how much should be the quantum ?
- Alternative investment class
The following are the two programs for Dec 2016
a. Personal financial planning workshop – A plan to help you plan your own financial plan
b. Retirement planning workshop -This will help to be better planned for your retirement.
Certified Financial Planner (CFP CM) Certification
CFP CM Certification program makes you competent to provide strategic advice in investments, insurance, tax, retirement & real estate needs and it enables you to plan and fulfil such needs
The estimated demand of financial planners is around 50,000 CFP CM professionals in Banking and Financial Services Industry in India. However, till March 2014, India has only 1849 CFP CM professionals. This makes CFP CM Certification to be amongst one of the most sought after certifications
Click here to see the opportunity
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