This is the in - class course format

Course Overview

This course will prepare agents and brokers to assist clients to get the financial services. They will able to assist Life/Health and Property and Casualty (P &C) clients to choose strategies to get their financial security and reduce risk during their life time.

Life/Health and Property and Casualty agencies advise their clients and provide analysis for property, business and auto risks. Insurance agents and brokers provide financial expertise in P & C field to their clients.

Agents will learn different programs, technics and products concerning P & C, Life Insurance and Variable Annuities.

Course Objectives

Upon completion this course, you should be able:

1. The basic concepts of investment
2. Definitions of Investment risk
3. Risk and return
4. Stock Market risk
5. Inflation risk
6. Liquidity risk
7. Opportunity risk
8. Risk tolerance  by different age groups
9. Risk management