Risk Management and Insurance Planning: Designing for Client Needs
With Corporate Finance Institute (CFI)
Duration: 40m
Skill level: Beginner
Released: 2/26/2026
Course details
Learn how to protect your clients’ financial plans by preparing them for the future, establishing safety nets and mitigating the financial risks by using insurance products. Risk management and insurance play crucial roles in creating a comprehensive financial plan. While everyone hopes to not have to face major tragedies—the death of a spouse, an injury that prevents working, or a major health crisis—planning for such events helps protect the interests of clients, their families, and any business interests they may have. This course covers how to develop a comprehensive risk management strategy using insurance products.
Note: This course is provided by the Corporate Finance Institute. We are pleased to host this content in our library.
Skills you’ll gain
Earn a sharable certificate
Share what you’ve learned, and be a standout professional in your desired industry with a certificate showcasing your knowledge gained from the course.
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Showcase on your LinkedIn profile under “Licenses and Certificate” section
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Download or print out as PDF to share with others
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Meet the instructor
Contents
What’s included
- Learn on the go Access on tablet and phone
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