Home » CFP » FPSB® Risk & Estate Planning Specialist

FPSB® Risk & Estate Planning Specialist

The program covers risk management, insurance planning, and estate planning, enabling candidates to assess existing insurance coverage, identify risk exposures, and recommend suitable protection strategies. It also explores estate distribution, wealth transfer, and the emotional and practical aspects of end-of-life planning, helping professionals guide clients with both technical expertise and sensitivity.

Education Modules

Risk Management and Insurance Planning

  • Principles
  • Risk Exposures
  • Intro to Insurance
  • Insurance Company/Advisor Selection
  • Strategic Solution

Estate Planning

  • Estate Planning Terminology
  • Wealth Distribution Goals
  • Estate Planning Process
  • Transfer During Life and at Death
  • Planning for Incapacity
  • Estate Planning Strategies
9 (1)
8 (1)
7 (1)
6 (1)
4 (1)
3 (1)
2 (1)
1 (1)

Latest Campus Placements

pattern v
Testimonials

Trusted by Thousand of Students

0
Rated 5 out of 5
100 Ratings
Google Reviews
user
Best classes in BNN college Campus Bhiwandi. All the teachers are very good. Several professional courses are also available like CMA US and CFP. Teachers teach all the chapters in an easy way. According to me,FLEP EDUCATION is perfect classes for CMA INDIA course.
Soujanya Ganji
Rated 5 out of 5
user
The CMA course is very best for future and CMA is Cost and Management Accounting India. In Bhiwandi at BNN COLLEGE CAMPUS, FLEP EDUCATION is providing this course with Best team of Faculty. They also provide installment basis and teachers are also very good and friendly, all the douth are cleared on time . This course is help in costing and strategy planning in business.
Rated 5 out of 5
Chaitali Dhadange
user
The Flep Education is Best Education in Bhiwandi i personally attend the lecture and providing Best skills
Rated 5 out of 5
Sagar Thakur
user
A very Professional Institute with laser focus on CMA only
GIRISH SHETTY
Rated 5 out of 5
View all Reviews
pattern v
Have Any Questions?

FAQ's

Find quick answers to the most common questions about our courses and platform.

View all questions

The programme focuses on risk management, insurance planning, and estate planning. It helps learners understand how to identify financial risks, review insurance needs and plan the transfer of wealth.

This part covers risk exposure, basic insurance concepts, choosing insurance companies or advisors, and developing suitable protection strategies. These topics help learners understand how insurance can support financial planning.

The estate planning module covers wealth distribution, estate planning processes, transfer of assets during life or after death, incapacity planning, and different estate planning strategies.

The programme can be useful for finance and financial planning professionals who want to strengthen their knowledge of insurance, risk, and estate planning. It can also help professionals develop a broader understanding of client financial needs.

It helps professionals understand different financial risks and plan suitable protection and wealth transfer strategies. This knowledge can support more complete financial planning discussions and help professionals address important long-term client needs.

News, Trends & Insights

Stay updated with the latest CMA news, exam information, industry developments, and valuable career resources.
View All Blogs

Your Success Starts Here

Learn from experienced mentors, strengthen your expertise, and unlock new opportunities for professional growth.
Enquiry
Scroll to Top