FPSB® Risk Management and Estate Planning Specialist
This module covers risk management and estate planning, teaching students how to assess risks and develop strategies to mitigate them, as well as how to plan for the distribution of client assets.
Students will be able to protect clients from financial risks and ensure their assets are distributed according to their wishes in a tax-efficient manner.
Skills:
- Risk assessment and management
- Knowledge of insurance products
- Estate planning techniques
- Wealth transfer strategies
The skills are vital for safeguarding clients’ financial well-being and planning for the future distribution of their wealth.
Areas of application:
- Insurance companies
- Estate planning firms
- Legal advisory firms
- Financial planning practices