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INSURANCE AND TAXATION MADE EASY | Elearnmarket Free Course with Certificate – 100% off Coupon Code
COURSE HIGHLIGHTS:
- 47 videos.
- 5 Study Materials.
INTRODUCTION:
Today almost every individual has an insurance plan and the credit goes to insurance agents who do a phenomenal job in selling the insurance policies for their companies. Ironically we individuals don’t understand the concept of these plans and simply look at it from the returns point of view. This course will tell u all about insurance concepts, how they work, and how should we choose them.
OBJECTIVE:
This course intends to help the participants acquire knowledge on various insurance products, how they work, what are their features and when should one choose them. It also focuses on various taxes associated with different investment vehicles. Students will also be exposed to the important terms, rules, concepts, principles, and theories related to insurance products and different types of taxes in the Financial markets.
TOPICS COVERED:
Insurance:
- What are the steps involved in Insurance Planning?
- What are the different types of Insurance?
- What is Life Insurance Policy?
- Types of Life Insurance policies.
- What are ULIPs?
- Comparison among different types of Life insurance policies.
- What are the various combinations of life insurance and investment products?
- How to calculate Policy returns?
- What is Health Insurance?
- Types of Health Insurance Policies.
- What is General Insurance?
- Risk Management through Insurance.
Elements of Taxation:
- What is Advance Tax?
- What is Tax Deducted at Source?
- What are the standard deduction from salary & exemptions from income tax?
- What is Capital Gain Tax?
- Understand the concept of Set – Off & Carry forward.
- Taxation of Investment Products.
- What is Dividend Distribution tax?
- What is Securities Transaction Tax (STT)?
- Evaluation of Charges and Taxes in Equity transaction.
- What are the capital gains tax on various investment products?
- All about the re-introduced Long Term Capital Gains Tax (LTCG tax) in India.
- What are the capital gains tax on debt-oriented mutual fund schemes?
- Example of Indexation facility and it’s applications.
- Dividend and Growth options in a Mutual Fund.
- Changes in the taxation of various investment products as per budget 2018-1.
- Changes in the taxation of various investment products as per budget 2018-2.
- Changes in the taxation of various investment products as per budget 2018-3.
- Taxation of Investment Products.
- Gentle Reminder – Investment is not a mere Tool for Tax Saving.
- 7 Best Tax Saving Schemes for Filing Income Tax Return.
Estate Planning:
- What is Estate Planning?
- What are the benefits and Goals of Estate Planning?
- What is Nomination?
- What is a Will?
- What should be included in the Will?
- What are trusts?
- Difference between Wills and Trust.
- 9 simple steps to an estate planning.
INTENDED PARTICIPANTS:
- All individuals as we all are exposed to insurance and taxes in our lives.
- Students who do not have any/negligible knowledge of Finance.
- All employees of Asset Management Companies.
- All team members of Financial Products Distribution Company.
- All undergoing Graduates/Graduates (in any stream) – willing to complete their knowledge sphere.
- Anyone who wants to manage their money on their own.
