Association of Insurance Agents and Brokers

Bancassurance and Financial Products

A practical course on insurance, savings, investment and pension products, ethical client practice and the bank channel for distributing them. 6 video lessons, tests and a certificate.

6 lessons 1 h 2 min Tests: 6 Final test Access: 12 mo. Certificate
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About the course

Duration: 6 video lessons, 1 h 2 min of video + lesson tests and a final test.

Course program

  1. 1.1 Lesson 1. The Structure of Financial Services and Insurance test free 11 min
  2. 1.2 Lesson 2. Core Insurance Products test 10 min
  3. 1.3 Lesson 3. Savings and Investment Products test 10 min
  4. 1.4 Lesson 4. Retirement Planning Products test 10 min
  5. 1.5 Lesson 5. Ethical Client Practice test 11 min
  6. 1.6 Lesson 6. The Bank Channel for Distributing Insurance and Financial Products test 10 min
  7. 1.7 Course final test test