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ONLINE LIBRARY: How the principles Risk Management can guide our Personal Risk Advice (23 May 2018)

Event Type: Online-Library
When: 23 May - 31 Dec 2018
Time: 11:00 a.m. - 12:00 p.m.
Venue: Online WebEx
Location: (Recording date: 23 May 2018)
Provider: Thrive
Contact: Andrew Gunn
Practitioner Member Fee: $29.00
Associate Member Fee: $29.00
Affiliate Member Fee: $29.00
Non-Member Fee: $29.00
CPD Credits: 1.0 CPD Hours
How the principles Risk Management can guide our Personal Risk Advice.

Industry Knowledge:Insurance planning and risk management

Presenter:Cecilia Farrow CLU Thrive Consulting

The principles and approach of ‘Risk Management’ are vital to the analysis and decision-making of large organisations – but they also are highly relevant and appropriate to Personal Financial Risk management.

But it can be challenging to bring the theory of Risk Management down to simple concepts and more importantly, conversations that individuals and families can understand.

Most clients are faced with the dilemma of what risks they make compromises on to get the cost of insurance into an affordable budget.

Hear Cecilia present on how to bring the principles of Risk Management to the table with your client - enabling them to make better decisions regarding the management and prioritization of their financial risks.

In this webinar Cecilia will share ideas with you on:

The steps in the Risk Management Approach and it’s alignment to Personal Risk Advice

How you can translate the key principles of Risk Management to identifying personal risk priorities

Why the methods of managing risk: Reduction, Retention, Avoid and Transfer are relevant in Personal Risk decision making

Helping clients understand optimise their insurance cover

Fee: $29.00 GST inclusive. Group bookings - $90.00 GST inclusive – for groups of 5 or more people at one location. Please email: info@ifa.org.nz to register a group. Venue: At your desk in front of your computer. Attending this webinar can contribute to your Code structured CPD credits. All IFA members can qualify for 1 hour structured IFA CPD credits, after completing the test at the end of the webinar.