AWF – Award in Financial Planning Course

This course is about providing an insight into the laws which underpin the operations of insurance; demonstrate a knowledge and understanding of the laws which form a background to the operation of insurance; demonstrate a knowledge and understanding of the system within which these laws operates and administered; apply knowledge and skills to practical situations.

1,075.20.د.ب


Description

AWF - Award in Investment Planning Course

SUMMARY

The Financial Planning Course is designed for financial advisers and insurance agents. The course provides a solid grounding in the core financial and life assurance products and offers guidance on what constitutes professional practice, thereby providing a framework for ethical behaviour.

LEARNING OUTCOMES

Upon completion of the course, trainees will be expected to:
• Know the skills needed to identify client’s needs.
• Know the facts of finding process.
• Understand the abilities needed to identify the good practice
• Understand how to identify protection products.
• Understand the skills needed to identify the saving and investment products.
• Know how to create comprehensive understanding and skills to identify pension products.

TOPICS COVERED

The main topics that will be covered are:
• The client needs
• The fact-finding process
• Good practice
• Protection products
• Saving and investment products
• Pension products

ASSESSMENT AND CERTIFICATION

Upon completion, trainees will receive a Certificate of Completion from The Chartered Insurance Institute (CII).

TARGET AUDIENCE

This course is suitable for financial advisors and insurance agents. Financial advisers needing to satisfy the minimum operating standards set by a local regulator.

DURATION

30 Training Hours

PREREQUISITES

Candidates should preferably have:
• Basic understanding of General Insurance.
• Good command of the English language.

Additional information

Types of certificaitons

Course Level

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Specialization

Training Style

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