Yes, this course is ideal for those with basic financial planning knowledge.
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CFP - Risk and Estate Planning Specialist (Level 3)
What You Will Learn
Principles of risk management and insurance fundamentals globally and in India
Key aspects of the Indian insurance sector and regulatory environment
Estate planning concepts, wealth distribution, and incapacity planning globally
Indian succession laws, wills, trusts, and estate administration
Strategic risk solutions and insurance provider selection
Practical legal and compliance frameworks in estate planning
Your Course Overview
4 sections • 34 topics • 21 hrs 37 mins content
- Principles of risk management - I
- Principles of risk management - II
- Principles of risk management - III
- Risk Exposures
- Introduction to Insurance - I
- Introduction to Insurance - II
- Introduction to Insurance - III
- Introduction to Insurance - IV
- Introduction to Insurance - V
- Introduction to Insurance - VI
- Introduction to Insurance - VII
- Introduction to Insurance - VIII
- Introduction to Insurance - IX
- Insurance company and advisor selection
- Strategic solutions
Earn a Certificate
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About The Course
This course is designed to prepare students for the CFP – Risk and Estate Planning Specialist (Level 3) certification, providing an in-depth understanding of risk management, insurance, and estate planning. Covering both global and Indian perspectives, it explores regulatory frameworks, insurance products, succession laws, wills, trusts, and wealth transfer strategies. With a strong emphasis on practical applications and compliance, this course equips financial advisors, insurance professionals, and estate planners with the expertise needed to deliver comprehensive risk and estate solutions to their clients.
In Lesson 1, Risk Planning (Global), you will learn the core principles of risk management and insurance, understand different risk exposures, and gain insight into selecting the right insurance companies and advisors.
In Lesson 2, Risk Planning (India), you will understand the structure and regulation of the Indian insurance sector, including life and general insurance, and key protections for policyholders.
In Lesson 3, Estate Planning (Global), you will explore estate planning goals, processes, and strategies, focusing on wealth distribution and planning for incapacity.
In Lesson 4, Estate Planning (India), you will gain knowledge of Indian succession laws based on religion, types of wills, trusts, and the administration of estates, along with family arrangements relevant to estate planning.
Course Highlights :
- Basics of personal finance, budgeting, debt, and cash flow management
- Key asset classes, investment theories, and portfolio risk management
- Essentials of behavioral finance, wealth management, and asset allocation
- Legal, regulatory, and compliance frameworks in India and worldwide
- Overview of financial products and liquid investments globally and in India
- Practical insights into financial advisory, compliance, and client-focused practices
Who is this course for :
- CFP students preparing to clear the Level 3 specialization in risk and estate planning
- Financial advisors wanting practical skills to advise clients on wealth transfer and risk mitigation
- MBA and commerce students focusing on risk and estate planning roles
- Anyone seeking structured knowledge to build or grow a career in financial services
Frequently Asked Questions
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