Saving Insurance Scheme Course

Saving Insurance Scheme Training Course

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Learn savings and insurance schemes from Henry Harvin®'s detailed course on saving insurance schemes course | Learn deposit schemes and time-bound savings plans, retirement savings, pension plans, and many more concepts | Gain an understanding of insurance basics and types of insurance policies

Starts In 2 day

29 Apr 2024

Learning Period

37 Hours

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There's a reason that 95% of our alumni undertake 3+ courses as a minimum with Henry Harvin®

Know the complete offerings of our Saving Insurance Scheme Course

Key Highlights

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10 in 1 Course
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Integrated Curriculum
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100% Practical Training
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Qualified and Experienced Trainers
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1-year Gold Membership
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24x7 Learner Assistance and Support

Upcoming Cohorts

Our Placement Stats

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Average salary hike

2100+

Access the best jobs in industry

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Maximum salary hike

Access the best jobs in the industry

You Get 10-In-1 Program

Two-way Live Training Course

Two-way Live Online Interactive Classroom Sessions

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Certification

Distinguish your profile with global credentials and showcase expertise with our Hallmark Completion certificate

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Projects

Facility to undergo various projects along with the course.

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Guaranteed Internship

Get a guaranteed Internship with Henry Harvin® and in top MNCs like J.P. Morgan, Accenture & many more via Forage.

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Placement

Get 3 in 1 Placement support through Placement Drives, Premium access to Job portal & Personalized Job Consulting

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Student Engagement & Events

Free Access to #AskHenry Hackathons and Competitions & many other facilities from Henry Harvin®

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Masterclass

Access to 52+ Masterclass Sessions for essential soft skill development

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Membership

Get Free Gold Membership of Henry Harvin®

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E-Learning Access

Free access to the E-learning Portal and future updates. Get access to PPTs, Projects, Quizzes, self-paced Video-based learning, a question bank, a library, practice tests, final assessment, a forum, and doubt sessions.

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Entrepreneurship Mentorship

Mentorship from Young Successful Entrepreneurs to set up a sustainable & scalable Business from scratch at both Freelance and entrepreneur levels

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About the Saving Insurance Scheme Course

Saving Insurance Scheme Cousre

The savings insurance scheme course will allow working professionals to learn Deposit Schemes and Time-bound Savings Plans, Retirement Savings and Pension Plans, and many more

9 in 1 course

  • Training: 37 Hours of live Two-way interactive online sessions
  • Projects: Facility to undergo projects in the related fields of Insurance and Retirement Schemes, and many more
  • Internship: Get Internship Support to gain experiential learning
  • Certification: Get Course Completion Certification of Saving Insurance Scheme course from Henry Harvin® a Govt of India recognized & Award-Winning Institute
  • Placement: 100% Placement Guarantee For 1-Year post successful Completion 
  • E-Learning: Free access to E-learning Portal, video content, assessments, and future updates.
  • Masterclass: Access to 52+ Masterclass Sessions for soft skill development
  • Hackathons: Free Access to #AskHenry Hackathons and Competitions
  • Membership: 1-Year Gold Membership of Henry Harvin® Finance Academy

Trainers at Henry Harvin®

  • Most renowned industry experts with 15+ years of work experience and recognized by various organizations over the years for their work.
  • Have been invited to 350+ keynote classes for Saving Insurance Scheme Course
  • Have delivered 510+ lectures and are currently enlisted as domain experts with Henry Harvin® Finance Academy

Alumni Status

Become a part of the Elite Finance Academy of Henry Harvin® and join the 4,60,000+ large Alumni Network Worldwide.

Gold Membership Benefits

  • Avail 1-Year Gold Membership of Henry Harvin® Finance Academy that includes E-Learning Access through recorded Videos
  • Free Masterclass Sessions access.
  • Earn the Prestigious Henry Harvin®️ Alumni Status and become one of the reputed 4,60,000+ Alumni across the globe.
  • Guaranteed Internship with Henry Harvin®️ or partner firms
  • Weekly 10+ job opportunities offered.
  • Experience Industry Projects during the training

Learning Benefits

  • Learn about savings accounts and their features.
  • Understand the benefits of basic banking products, such as checking accounts and money market accounts.
  • Explore the role of savings accounts in financial stability and liquidity management.
  • Explore deposit schemes, such as fixed deposits and recurring deposits.
  • Understand the features and benefits of time-bound savings plans.
  • Learn about the interest rates and maturity periods associated with Deposit schemes
  • Understand the importance of retirement savings and long-term financial planning.
     

Know the complete offerings of our Saving Insurance Scheme Training Course

Saving Insurance Scheme Course Curriculum

  • Module 1: Introduction to Savings and Insurance Schemes

    Understand the importance of savings and insurance in personal financial planning. Explore the concept of risk management and the role of insurance in providing financial security. Gain insights into the various types of savings and insurance schemes available to individuals.
    • Importance of Savings and Insurance in Financial Planning
    • Risk Management and the Need for Insurance
    • Overview of Savings and Insurance Schemes
  • Module 2: Savings Accounts and Basic Banking Products

    Learn about savings accounts and their features. Understand the benefits of basic banking products, such as checking accounts and money market accounts. Explore the role of savings accounts in financial stability and liquidity management.
    • Savings Account Features and Benefits
    • Checking Accounts and Transactional Banking
    • Money Market Accounts and High-Yield Savings
  • Module 3: Deposit Schemes and Time-bound Savings Plans

    Explore deposit schemes, such as fixed deposits and recurring deposits. Understand the features and benefits of time-bound savings plans. Learn about the interest rates and maturity periods associated with deposit schemes.
    • Fixed Deposit (Time Deposit) Schemes
    • Recurring Deposit Accounts
    • Monthly Income Schemes and Other Time-bound Savings Plans
  • Module 4: Retirement Savings and Pension Plans

    Understand the importance of retirement savings and long-term financial planning. Explore the various retirement savings and pension plans available in the market. Learn about tax benefits and other incentives associated with retirement savings schemes.
    • Individual Retirement Accounts (IRAs)
    • Employer-sponsored Pension Plans (401(k), 403(b), etc.)
    • Annuities and Deferred Compensation Plans
  • Module 5: Education Savings and College Funds

    Learn about education savings plans and their role in funding higher education. Understand the tax advantages and investment options in college funds. Explore strategies for maximizing returns and minimizing risks in education savings.
    • 529 College Savings Plans
    • Coverdell Education Savings Accounts (ESAs)
    • Custodial Accounts and UTMA/UGMA
  • Module 6: Insurance Basics and Types of Insurance Policies

    Explore the fundamentals of insurance and the concept of risk transfer. Learn about various types of insurance policies, such as life, health, and property insurance. Understand the coverage, premiums, and claims process for different insurance policies
    • Introduction to Insurance and Risk Transfer
    • Life Insurance Policies and Coverage Options
    • Health Insurance Plans and Medical Coverage
  • Module 7: Auto and Home Insurance

    Learn about auto insurance and its importance for vehicle owners. Understand the features and coverage options in home insurance policies. Explore the factors affecting insurance premiums and ways to reduce costs.
    • Auto Insurance Coverage and Requirements
    • Homeowner's Insurance and Property Protection
    • Bundling and Discount Opportunities
  • Module 8: Health and Medical Insurance

    Explore health insurance plans and their role in providing medical coverage. Understand the various types of medical insurance, including individual and group plans. Learn about the Affordable Care Act (ACA) and its impact on health insurance.
    • Health Insurance Options and Managed Care Plans
    • Group Health Insurance and Employee Benefits
    • ACA Marketplace and Health Insurance Exchanges
  • Module 9: Life Insurance and Wealth Protection

    Understand the purpose of life insurance in providing financial security to beneficiaries. Explore the different types of life insurance policies, such as term life and whole life insurance. Learn about estate planning and wealth protection through life insurance
    • Term Life Insurance and Temporary Coverage
    • Whole Life Insurance and Permanent Protection
    • Estate Planning and Life Insurance Trusts
  • Module 10: Disability and Long-Term Care Insurance

    Learn about disability insurance and its role in income protection. Understand the importance of long-term care insurance for healthcare expenses in old age. Explore the features and coverage options in disability and long-term care policies.
    • Disability Insurance and Income Replacement
    • Long-Term Care Policies and Coverage Considerations
    • Hybrid Insurance Products: Combining Disability and Long-Term Care Coverage
  • Module 11: Critical Illness and Supplemental Insurance

    Explore critical illness insurance and its coverage for severe medical conditions. Understand the benefits and drawbacks of supplemental insurance policies. Learn about accident insurance, hospital indemnity, and other supplemental coverage
    • Critical Illness Insurance and Major Health Conditions Coverage
    • Supplemental Insurance Policies: Accident, Hospital Indemnity, and Cancer Insurance
    • Group Insurance and Voluntary Benefit Plans
  • Module 12: Travel Insurance and Protection

    Learn about travel insurance and its role in covering travel-related risks. Understand the different types of travel insurance, such as trip cancellation and medical coverage. Explore the benefits and limitations of travel insurance policies.
    • Types of Travel Insurance: Trip Cancellation, Travel Medical, and Baggage Coverage
    • Travel Insurance Claims and Assistance Services
    • International Travel Insurance and Schengen Visa Requirements
  • Module 13: Insurance Claims and Settlement Process

    Understand the process of filing insurance claims and the documentation required. Learn about the investigation and settlement process for different types of insurance claims. Explore the role of insurance adjusters and the importance of timely claim settlement.
    • Insurance Claim Filing and Documentation
    • Claims Investigation and Adjuster's Role
    • Timely Claim Settlement and Dispute Resolution
  • Module 14: Cyber Insurance and Data Protection

    Learn about cyber insurance and its role in covering cyber risks and data breaches. Understand the coverage options and limitations in cyber insurance policies. Explore the importance of data protection and cybersecurity measures for businesses.
    • Cyber Insurance Coverage and Risk Assessment
    • Data Breach Liability and Cyber Extortion Coverage
    • Cybersecurity Best Practices for Businesses
  • Module 15: Sustainable and Green Insurance

    Explore the concept of sustainable and green insurance and its role in promoting environmental responsibility. Understand the coverage options for eco-friendly businesses and environmentally conscious consumers. Learn about the growing importance of ESG (Environmental, Social, and Governance) criteria in insurance underwriting.
    • Introduction to Sustainable and Green Insurance
    • Eco-Friendly Business Insurance and Green Coverage
    • ESG Criteria and Sustainable Investing in Insurance
  • Module 16: Insurance for Non-Profit Organizations and Social Enterprises

    Learn about insurance solutions tailored for non-profit organizations and social enterprises. Understand the unique risks faced by these entities and the coverage options available. Explore the role of insurance in protecting the mission and assets of non-profits and social enterprises.
    • Risk Assessment for Non-Profit Organizations
    • Insurance Coverage for Social Enterprises
    • Tailored Insurance Solutions for Non-Profit Entities
  • Module 17: Microinsurance and Financial Inclusion

    Explore the concept of microinsurance and its importance in expanding financial inclusion. Understand the unique features and challenges of microinsurance products. Learn about the role of microinsurance in protecting low-income individuals and vulnerable communities
    • Introduction to Microinsurance and Financial Inclusion
    • Microinsurance Products and Market Penetration
    • Social Impact of Microinsurance Initiatives
  • Module 18: Insurance in the Digital Age

    Learn about the digital transformation of the insurance industry. Understand the use of technology in insurance distribution, underwriting, and claims processing. Explore the benefits and challenges of insurtech and online insurance platforms.
    • Insurtech and the Digitization of Insurance Processes
    • Digital Insurance Distribution and Customer Engagement
    • Blockchain and Smart Contracts in Insurance
  • Module 19: Ethics and Professionalism in Insurance

    Explore ethical considerations in insurance practices and sales. Understand the importance of professionalism and transparency in insurance transactions. Learn about codes of conduct and ethical standards for insurance professionals.
    • Ethics in Insurance Sales and Policy Issuance
    • Professionalism and Customer-Centricity in Insurance
    • Ethical Decision Making and Conflict Resolution in Insurance

Know the complete offerings of our Post Graduate Program in Saving Insurance Scheme Course

Book a Live Class, For Free!

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By continuing you agree to Henry Harvin® Terms & conditions and Privacy Policy

Skills Covered

Savings and Insurance Schemes

Basic Banking Products

Deposit Schemes

Retirement Savings

Pension Plans

Education Savings

Certifications

Get Ahead with Henry Harvin® Saving Insurance Scheme Course Certification

What you'll Learn in this course

Earn your Certification

Post-successful completion of the course, earn Henry Harvin® Certification. You can post it on social media, get it framed, and increase your value in the industry.

Differentiate Yourself with Henry Harvin®

The practical knowledge and actionable skillset you've gained working on projects, simulations, and case studies will set you ahead of the competition.

Share your achievement

Talk about it on LinkedIn, WhatsApp, Instagram, Facebook, and Twitter, boost your resume, or frame it - tell your friends and colleagues about it.

Training Certification

Get Course Completion Certification in Savings Insurance Schemes from Henry Harvin®

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Career Services By Henry Harvin®

Career Services
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We are dedicated to supporting our students throughout their career journey. Join us, and let's embark on a journey towards a successful and fulfilling career together.

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Premium access to Henry Harvin® Job portal

Exclusive access to our dedicated job portal and apply for jobs. More than 2100+ hiring partners’ including top start–ups and product companies hiring our learners. Mentored support on job search and relevant jobs for your career growth.

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Personalized Job Consulting

Share what kind of job you are looking for and we will provide you with verified job openings that match your requirement.

Related Jobs

Insurance Sales Officer, Insurance Operations Manager, Head Life-Insurance, Associate Insurance Officer, Virtual Cluster Sales Manager, Asset Manager

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