LIFE Financial selection - Beginners/Juniors
Remote training course (mornings)
Paris, France - From 22 to 23 March 2021

9:30 a.m. to 12:30 p.m.

Language:
Français
Level:
Débutant
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