|
||||
 |
||||
CFP Module 2: Insurance Planning and Estate Planning
February 2016 intake
( Weekends )
8 DAYS LECTURE
|
Date
|
Day
|
Description
|
|
28/2/16
(Sunday)
|
CFP Module 2 Insurance Planning Day 1
|
AM: Topic 1:
Fundamental Concepts in Risk Management
PM: Topic 2: Insurance
Fundamentals
|
|
13/3/16
(Sunday)
|
CFP Module 2 Insurance
Planning Day 2
|
AM: Topic 3: Legal
Principles in Insurance
PM: Topic 4: The Role
of Insurance in Financial Planning
|
|
27/3/16
(Sunday)
|
CFP Module 2 Insurance
Planning Day 3
|
AM: Topic 5: Factors
Affecting Life Insurance Needs
PM: Topic 6:
Understanding Life Insurance Policy Contracts
|
|
10/4/16
(Sunday)
|
CFP Module 2 Insurance
Planning Day 4
|
AM: Topic 7: General
Insurance Policy Contracts
PM: Topic 8: Health
Insurance
|
|
24/4/16
(Sunday)
|
CFP Module 2 Insurance
Planning Day 5
|
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
|
|
15/5/16
(Sunday)
|
CFP Module 2 Estate Planning Day 6 |
AM: Topic 1: Estate
Planning Fundamentals
PM: Topic 2: Wills
& Will Planning
|
|
5/6/16
(Sunday)
|
CFP Module 2 Estate Planning Day 7
|
AM: Topic 2 &
3: Wills & Will Planning (continue) and Trusts
PM: Topic 4: Power of
Attorney
|
|
19/6/16
(Sunday)
|
CFP Module 2 Estate Planning Day 8
|
AM: Topic 5: Duties
& Power of the Personal Representative
PM: Topic 6: Special
Estate Planning Issues for Business Owners
|
No comments:
Post a Comment