This course is designed to help candidates understand the fundamental concepts of risk management,insurance and estate planning and gain the knowledgeabout various personal insurance products, both life andgeneral, which are related to financial planning andestate planning tools such will, power of attorney andtrust as well as taxation issues affecting estate planning.The candidates are expected to be able to apply theseconcepts and understand how to formulate appropriatefinancial plans in assisting their clients.

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