A continuation from the CFP Module 1 course, the CFP Module 2 – Insurance Planning & Estate Planning is the next step for aspiring CFP Professionals to complete as part of their CFP certification pathway.

This course is designed to help candidates understand the fundamental concepts of risk management, insurance and estate planning and gain the knowledge about various personal insurance products, both life and general, which are related to financial planning and estate planning tools such will, power of attorney and trust as well as taxation issues affecting estate planning. The candidates are expected to be able to apply these concepts and understand how to formulate appropriate financial plans in assisting their clients.

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Widely considered to be the ultimate mark of competence among investors, the Certified Financial Planner certification is globbally recognised in 27 countries and territories and counting. CFP Professionals enjoy a competitive edge over their non-CFP counterparts and the certification affords flexibility for career professionals ranging from corporate employees to independent consultants. The CFP programme ensures that CFP Professionals meet intitial and ongoing competency, adhere to a strict code of ethical conduct and are equipped with the knowledge and ability to provide top-quality financial planning in their professional roles.

 Programme Details