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
1. Risk Planning (Global)
9 hrs
Principles of risk management - I
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Principles of risk management - II
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Principles of risk management - III
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Risk Exposures
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Introduction to Insurance - I
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Introduction to Insurance - II
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Introduction to Insurance - III
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Introduction to Insurance - IV
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Introduction to Insurance - V
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Introduction to Insurance - VI
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Introduction to Insurance - VII
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Introduction to Insurance - VIII
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Introduction to Insurance - IX
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Insurance company and advisor selection
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Strategic solutions
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2. Risk Planning (India)
4 hrs
Overview of insurance sector in India
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Regulatory infrastructure around insurance
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Insurance intermediation in India
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Life Insurance
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General Insurance
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Various provisions and perspectives for policyholders
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3. Estate Planning (Global)
2 hrs
Estate planning terminology
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Estate planning and wealth distribution goals
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Estate planning process
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Transfer during life and at death
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Planning for incapacity
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Estate planning strategies
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4. Estate Planning (India)
5 hrs
Introduction to hindu law, muslim law, and the Indian succession act 1925
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Law of succession based on religion
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Salient features of the ISA, 1952 in testamentary & intestate succession
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Types of wills in India and requirements of a valid will
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Administration of an estate
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Tenancy in common, joint tenancy, transmission & nomination
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Gifts, trusts & family arrangements in estate planning
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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
Learn From - Financial Planning Academy (FPA)
Financial Planning Academy (FPA)
Financial Planning Academy (FPA) is one of India’s leading training institutions in the accounting and finance sector, with over 15 years of experience and more than 500,000 students and professionals trained globally. FPA is an authorized education provider for globally recognized certifications such as CFP®, ACCA, CMA (US), CFA, and CPA (US), and is a Platinum Approved Learning Partner for ACCA and a Gold Approved Learning Partner for CMA (US).Frequently Asked Questions
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This Course is not included in PRO