Insurance and Taxation Made Easy

999  

(inclusive of taxes)
17 students enrolled

Listed In
Financial Markets
Language
English
Difficulty
Beginners
Validity
3 Years
Program
Self-Paced Recorded
Instructor
Kredent Academy

Course Highlights

  • 47 videos
  • 15 study material

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 simple 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 focusses 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 type 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 personal money on their own

Preview

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Under this course “Insurance and Taxation Made Easy ” the participant will be required to appear for the online examination hosted on the website of Elearnmarkets.com. Please note that the participant will get the Certificate of Completion for the course, only after passing the Certification Test provided in the course.
Procedure:

  • The student has to appear for the Certification Test hosted on the website itself under “Test section >> Certification Test”
  • In case , the student does not clear the the Certification Test, he can re-appear the same after an interval of 8 hours
  • In case of any further assistance, drop in an email to support@kredentacademy.com or call: 9051622255

Other Details:

  • Duration: 1.5 hours.
  • Pattern of questions: Multiple choice based question of 2 marks each.
  • No Negative Marking
  • Qualifying marks: 60%

Certificate of Completion:

After successful completion of the online examination, participants need to go to their respective courses in their dashboard and there you will find the “Get Certificate” clickable option to download your certificate.

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