Description
Course Duration:
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Total Duration: 3–6 months (depending on the institution)
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Mode of Delivery: Online / Classroom / Hybrid
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Eligibility: Minimum 10+2 (Higher Secondary) or equivalent; graduates preferred
Course Modules / Syllabus:
1. Introduction to Insurance
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Basics of insurance and risk management
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Types of insurance (Life, Health, General, Motor, etc.)
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Principles of insurance and underwriting
2. Life & Health Insurance
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Term insurance, endowment plans, ULIPs, and annuities
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Health insurance policies and claim settlement
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Regulatory framework (IRDAI guidelines)
3. General Insurance
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Property, motor, travel, and marine insurance
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Liability insurance and reinsurance concepts
4. Wealth Management Fundamentals
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Financial planning process
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Investment avenues (Stocks, Bonds, Mutual Funds, ETFs, REITs)
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Risk profiling and asset allocation
5. Retirement & Tax Planning
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Pension plans (NPS, Annuity Schemes)
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Tax-saving instruments (ELSS, PPF, Tax-Free Bonds)
6. Regulatory & Ethical Practices
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SEBI, IRDAI, and RBI regulations
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KYC, AML, and compliance in financial services
7. Sales & Advisory Skills
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Client relationship management
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Insurance & investment product selling techniques
Key Learning Outcomes:
✔ Understand insurance products and their role in financial security
✔ Learn wealth management strategies for clients
✔ Gain insights into regulatory compliance in insurance and finance
✔ Develop advisory and sales skills for financial products
Career Opportunities:
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Insurance Advisor / Agent
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Wealth Manager / Financial Planner
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Relationship Manager (Banks & NBFCs)
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Mutual Fund Distributor
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Retirement & Tax Consultant
Certification & Accreditation:
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Awarded by recognized institutions (e.g., Insurance Institute of India, NIA, or financial academies)
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May include IRDAI certification for insurance agents (if applicable)
Who Should Enroll?
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Aspiring insurance professionals
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Bankers & financial advisors
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Finance students & graduates
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Entrepreneurs & business owners managing wealth
Fee Structure:
Approx. ₹5,000 – ₹20,000 (varies by institute)
Why Pursue This Course?
✅ High demand for insurance & wealth advisors
✅ Lucrative career in financial services
✅ Flexibility to work independently or with firms
Enroll Now to Build a Career in Insurance & Wealth Management!
