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CFP Module 2: Insurance Planning and Estate Planning
February 2016 intake
( Weekends )
8 DAYS LECTURE
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Date
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Day
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Description
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5/3/16
(Saturday)
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CFP Module 2 Insurance Planning Day 1
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AM: Topic 1:
Fundamental Concepts in Risk Management
PM: Topic 2: Insurance
Fundamentals
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6/3/16
(Sunday)
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CFP Module 2 Insurance
Planning Day 2
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AM: Topic 3: Legal
Principles in Insurance
PM: Topic 4: The Role
of Insurance in Financial Planning
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26/3/16
(Saturday)
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CFP Module 2 Insurance
Planning Day 3
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AM: Topic 5: Factors
Affecting Life Insurance Needs
PM: Topic 6:
Understanding Life Insurance Policy Contracts
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27/3/16
(Sunday)
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CFP Module 2 Insurance
Planning Day 4
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AM: Topic 7: General
Insurance Policy Contracts
PM: Topic 8: Health
Insurance
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7/5/16
(Saturday)
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CFP Module 2 Insurance
Planning Day 5
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AM: Topic 9: Annuity
Policy Contracts
PM: Topic 10:
Legislation and Rules in the Insurance Industry
Topic
11: Consumer Protection & Insurance Industry Codes of Practice
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8/5/16
(Sunday)
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CFP Module 2 Estate Planning Day 6 |
AM: Topic 1: Estate
Planning Fundamentals
PM: Topic 2: Wills
& Will Planning
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21/5/16
(Saturday)
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CFP Module 2 Estate Planning Day 7
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AM: Topic 2 &
3: Wills & Will Planning (continue) and Trusts
PM: Topic 4: Power of
Attorney
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22/5/16
(Sunday)
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CFP Module 2 Estate Planning Day 8
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AM: Topic 5: Duties
& Power of the Personal Representative
PM: Topic 6: Special
Estate Planning Issues for Business Owners
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