LIFE
Financial selection - Beginners/Juniors
Remote training course (mornings)
Paris, France - From 22 to 23 March 2021
Objectives
- Learn the basics of financial selection
- Know how to identify different insurance goals
- Estimate financial risk
- Take a decision on the basis of a file
Targeted attendees
Beginners
Content
- Reinsurance principles
- Financial selection reasons
- Methodology
- Personal and professional loan
- Understand tax return and forecast
- Keyman
- Family planning
- Inheritance tax
- Several practical cases