R 390

EX. VAT

CPD – Long Term Insurance Class 3

Online

COURSE DESCRIPTION

CPD Accreditation detail:

Professional Body: Compliance Institute Southern Africa

CPD hour allocation: CPD Hours (online learning): 9 CPD hours    

CPD registration number: GiE20181000057


Learners will gain enough knowledge and understanding of specific long-term insurance policies to render financial services adequately.

The course will provide learners with enough knowledge to determine the appropriateness of a product in terms of the client’s specific needs.

The following subclasses will be covered in this course:

  • Assistance policies
  • Life risk policies
  • Life investment policies
  • Fund policies
  • Sinking fund policies
  • Long-term reinsurance policies

 

LEARNING OBJECTIVES

At the end of this course, the learner will have core knowledge of the following:

  • the range of financial products in long term insurance
  • the general characteristics, terms and features of long-term insurance products
  • the fee structures, charges and other costs associated with these products
  • general risks associated with purchasing or investing in one of the long-term insurance products
  • the appropriateness of these products for different clients
  • the typical role players in the long-term insurance industry
  • the impact of applicable legislation
  • the impact of economic and environmental factors on long term insurance
  • the inter-relationship between long term insurance and other classes of business
  • industry standards and codes

 

ADMISSION REQUIREMENTS

Successful completion of Generic module.

 

WHO SHOULD REGISTER?

  • Existing Key Individual’s and Representatives who are under supervision in a sub category.
  • Newly appointed Key Individuals and Representatives
  • Existing Key Individual’s and Representatives not under supervision as a refresher and to earn CPD hours