Shift your perspective from product-focused sales to risk-based financial planning for your clients.
This course examines the role of insurance as a strategic tool for managing financial risk within a broader planning framework. It outlines a five-step process for identifying, quantifying, and funding financial exposures for families, business owners, and estate planning situations. By focusing on the underlying financial assumptions—such as income replacement, debt servicing, and estate liquidity—the material demonstrates how to determine whether to retain or transfer risk. The content emphasizes the importance of clarity before strategy, ensuring that insurance solutions are tailored to the specific duration and nature of the client's financial requirements.
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Certified Financial Planner at Girgis Wealth Solutions
I’m Magid Girgis, CFP®, founder of Girgis Wealth Solutions. For over 35 years, I’ve helped business owners, professionals, families, and retirees make complex financial decisions with confidence by bringing structure, clarity, and strategy to every stage of their financial lives. Financial planning isn’t about selling products; it’s about understanding your life. I begin by listening: your goals, your concerns, your family, your business, and your legacy. From there, I clarify what’s complex, uncover opportunities, and build a coordinated plan that aligns every part of your financial picture. Clients work with me because they value honest advice, long-term relationships, and thoughtful planning. I’ll help you stay focused on what matters most, adapt your plan as life changes, and provide guidance that’s always in your best interest. My goal is simple: to help you move forward with structure, clarity, and strategy.
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.
