
Virtual/Instructor-led training
Managing Risk:
A Practical Guide to Insurance and Protection
Request Information
Introduction
In this workshop, we will be covering the essential skills and knowledge needed to effectively manage risk and protect yourself and your assets.
Managing risk is a critical aspect of personal finance and it’s essential to understand the different types of insurance available and how to protect yourself, your family and your assets. This session will provide a comprehensive overview of the insurance landscape, from health and life insurance to property and liability coverage. Participants will learn about different insurance options, how to assess their risk and make informed decisions about the protection they need.
Details
- Presentation Length: 60-min / 90-mins / Half Day
- Participant Numbers: 15-500+
- Virtual and In-person options available
- Sessions can be recorded for internal use
- Onsite training available globally: North & South America, EMEIA, APAC, LATAM
- Languages: English, Spanish, French, Portuguese, Italian, Mandarin, Arabic, Japanese, and Malay.
- Understanding the basics of risk management and insurance
- Assessing your risk profile and identifying potential exposures
- Evaluating different insurance options and coverage levels
- Determining the right amount of insurance for your needs
- Managing your insurance policies and claims
- Utilizing risk management strategies and tools
- Group discussions and activities
- Presentations on risk management and insurance concepts and tools
- Individual reflection and assessment exercises
- Q&A sessions to address any questions or concerns
By the end of this session, participants will have a solid understanding of how to manage risk through insurance and protection. They will have learned about the various types of insurance available and how to assess their risk, determine their coverage needs, and select insurance policies that best fit their situation.
Participants will also have a clearer picture of how insurance can play a critical role in safeguarding their finances, family, and assets. By applying the principles and strategies discussed in this session, participants will be better equipped to make informed decisions about insurance and risk management, ensuring their long-term financial stability and success.