Knowledge & Learning

Insurance & Actuarial

Illustrated Insurance

MentorGewuyuyanDuration7章 · 约5小时Beginner4.8
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About This Course

格物学院《图解保险》系列课程。七级进阶,从行业认知到顾问实践,系统建立财富管理与保险解决方案的专业能力。

Mentor

栖云先生

栖云先生

Jason Lim · Meet the Mentor

Syllabus

  1. 01Chapter 1 Industry & Professional Identity
  2. 02Chapter 2 Wealth Mindset
  3. 03Chapter 3 Risk Management
  4. 04Chapter 4 Asset Allocation
  5. 05Chapter 5 Life Goal Planning
  6. 06Chapter 6 Insurance Solutions
  7. 07Chapter 7 Financial Advisor Practice

Who It's For

For beginner learners ready to go deeper into Insurance & Actuarial and sharpen professional practice.

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