Insurance Advanced

Insurance Advanced

     

This course aims to introduce the basics of insurance, trace its evolution and how it works. You will also learn how insurance provides protection against economic losses arising as a result of unforeseen events and serves as an instrument of risk transfer.

2000

Additional Details

What are the requirements?

  • Computer (desktop/ laptop) with internet access.
  • Suitable for Graduates or students. pursuing CA/ CFA/ Post Graduation/ MBA.
  • Basic familiarity with the world of investments and/or the stock market and related terminology.
  • Enthusiasm to learn about financial statements.

What am I going to get from this course?

  • Will help to interpret financial statements and their use.
  • Will increase the probability of spotting successful companies to invest.
  • Will guide in calculating important financial ratios for analyzing potential investments.
  • Will make realize the importance of financial statements for making investment decisions.

What is the target audience?

  • Investors with little or no financial education or background.
  • Beginners or traders interested in improving their skills using financial statements and ratios.
  • Registered users successfully complied beginners course.

Published Date :
15-Jul-2020
Enrolled :
2
Level of Difficulty :
Advanced
Language :
English
PreRequisite :
5
Number of Test :
0
Duration :
1 Year
Online Test :
No
Certification :
Yes

Curriculum

Chapter 1 : Introduction to Insurance

  • 1.1) Life insurance–History and evolution
  • 1.2) Insurance Through The Ages
  • 1.3) Modern concepts of insurance
  • 1.4) History of Insurance in India
  • 1.5) Life insurance industry today
  • 1.6) How insurance works
  • 1.7) Risk management techniques
  • 1.8) Insurance as a tool for managing risk
  • 1.9) Role of insurance in society

Chapter 2 : Customer Service

  • 2.1) Customer service – General concepts
  • 2.2) Insurance agent’s role in providing great customer service
  • 2.3) Grievance redressal
  • 2.4) Communication process
  • 2.5) Non-verbal communication
  • 2.6) Ethical behaviour
  • 2.7) Grievance redressal mechanism – Consumer courts, Ombudsman.
  • 2.8) Insurance contracts – Legal aspects and special features
  • 2.9) Insurance contracts – Legal aspects and special features.

Chapter 3 : Life Insurance

  • 3.1) What Life Insurance Involves
  • 3.2) Financial Planning
  • 3.3) Life Insurance Products-I
  • 3.4) Life Insurance Products-II
  • 3.5) Applications of Life Insurance
  • 3.6) Pricing and Valuation in Life Insurance
  • 3.7) Documentation- Proposal Stage
  • 3.8) Underwriting
  • 3.9) Payments Under Life Insurance Policy

Chapter 4 : Health Insurance

  • 4.1) Documentation Policy Condition-I
  • 4.2) Introduction to Health Insurance
  • 4.3) Insurance Documentation
  • 4.4) Health Insurance Products
  • 4.5) Health Insurance Underwriting
  • 4.6) Health Insurance Claims

Chapter 5 : General Insurance

  • 5.1) Principles of Insurance
  • 5.2) Documentation

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