Association of Insurance Agents and Brokers

Insurance broking: fundamentals of the profession

A foundation course for insurance brokers: the broking market, the broker's role and duties, client relations, legal and regulatory requirements, financial matters and professional ethics. 6 video lessons, tests and a certificate.

6 lessons 1 h 3 min Tests: 6 Final test Access: 12 mo. Certificate
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About the course

Duration: 6 video lessons, 1 h 3 min of video + lesson quizzes and a final test.

Course program

  1. 1.1 Lesson 1. The insurance broking market test free 11 min
  2. 1.2 Lesson 2. The broker's role and duties test 10 min
  3. 1.3 Lesson 3. The broker–client relationship test 10 min
  4. 1.4 Lesson 4. Legal and regulatory requirements test 11 min
  5. 1.5 Lesson 5. Broker financial matters test 11 min
  6. 1.6 Lesson 6. Business conduct and ethics test 10 min
  7. 1.7 Final course test test