This course provides a rich introduction to the study of risk management and insurance. It allows students to extend their insurance general knowledge to a specific in-depth knowledge of life insurance. Students know the trend of insurance industry and insurance products in the course.

本課程介紹風險管理與保險的理論及其應用，使學員具有各類保險，尤其是人壽保險的相關知識，並瞭解保險之最新趨勢。

After students have completed this chapter， they should be able to：

本課程欲達到的目標是讓學員有能力：

• Identify life, health, disability, property and liability risk exposures.
• Understand the nature and application of different types of insurance.
• Learn how to determine insurance needs, evaluate various insurance plans, and evaluate contract selection criteria.

• 確認人身、健康、失能及財產、責任風險。
• 認識各種保險之特性及其應用。
• 分析客戶之保險需求、評估保單規劃及保險契約。

風險管理與保險規劃(Risk management and insurance planning) – 40小時 (40 hours)

下載課程綱要-風險管理與保險規劃