Association of Insurance Agents and Brokers
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Financial Protection for Individuals and Businesses

A practical course on identifying needs, life insurance, income protection, critical illness, calculating the sum insured, underwriting, claims and business protection. 11 video lessons, tests and a certificate.

11 lessons 1 h 39 min Tests: 11 Final test Access: 12 mo. Certificate
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About the course

Duration: 11 video lessons, 1 h 39 min of video + lesson tests and a final test.

Course program

  1. 1.1 Lesson 1. The Purpose of Financial Protection and Identifying Client Needs test free 9 min
  2. 1.2 Lesson 2. How Private Financial Protection Interacts with State Social Benefits test 9 min
  3. 1.3 Lesson 3. Life Insurance and the Main Types of Contract test 9 min
  4. 1.4 Lesson 4. Income Protection in Case of Incapacity test 9 min
  5. 1.5 Lesson 5. Critical Illness Insurance test 9 min
  6. 1.6 Lesson 6. Calculating the Required Sum Insured and Term of Cover test 9 min
  7. 1.7 Lesson 7. Underwriting in Financial Protection Products test 9 min
  8. 1.8 Lesson 8. Claims Handling and Insurance Payments test 9 min
  9. 1.9 Lesson 9. Using Trusts and Nominating Beneficiaries: Conceptual Foundations test 9 min
  10. 1.10 Lesson 10. Taxation of Premiums and Benefits: Principles and the Need for Local Adaptation test 9 min
  11. 1.11 Lesson 11. Business Financial Protection: Key Persons, Partners, Debts and Liabilities test 9 min
  12. 1.12 Course final test test