The course “How to Select the Right ULIP” provides a comprehensive understanding of Unit Linked Insurance Plans (ULIPs) and guides learners on how to choose the most suitable plan based on their financial goals, risk appetite, and investment horizon. It explains the structure of ULIPs, various charges, types of funds, and key performance indicators to evaluate different plans. The course also highlights how ULIPs differ from traditional insurance and mutual funds, enabling learners to make informed and confident investment decisions. By the end of this course, learners will be able to analyse, compare, and select the best ULIP options aligned with their long-term wealth creation and protection needs.
Who Should Take the How to Select the Right ULIP Exam?
- Individuals planning to invest in ULIPs and wanting to understand how to evaluate the best plans.
- Beginners in personal finance who want clarity on ULIP structures, charges, and returns.
- Insurance and financial planning students looking to build foundational knowledge of market-linked insurance products.
- Working professionals aiming to make informed long-term investment and protection decisions.
- Financial advisors, insurance agents, and relationship managers who want to strengthen their advisory skills and provide better guidance to clients.
- Anyone comparing ULIPs with other investment products and wishing to choose the right plan based on their goals and risk profile.
About the Instructor
Kirtan Shah
Kirtan Shah is a leading personal finance trainer, Co-founder of SRE Wealth and CEO of FPA Edutech. He is a CFP professional certified by the CFP Board and is known for simplifying investments and taxation. He delivers high-impact training sessions for institutes, corporates, and investor groups across India. His teaching style is practical, structured, and easy for both beginners and professionals to apply.
